Browsing Tag
Multiple Employer Plans (MEP)
88 posts
Transamerica Buys TAG Resources, Bolsters Pooled Plan Offerings
'The third-party administrators interested in pooled plans and who partner with Transamerica will benefit'
Pooled Plan Filing Requirements Added to Form 5500
Form 5500 instructions have been amended to make clear that a pooled employer plan is a multiple-employer plan that files a single Form 5500 Annual Return/Report
Strategic Partners Unveiled for Franklin Templeton Group Plan Solution
Transamerica selected as recordkeeper, DWC—The 401(k) Experts will provide 3(16) services and LeafHouse Financial be the 3(38) investment fiduciary for new Franklin Templeton Retirement Group Plan Solution
Pete Swisher, Jason Roberts Launch New Fiduciary Services Firm
'We look at their contract with the recordkeeper, and invariably there are holes'
House Committee Introduces New ‘RISE’ Retirement Plan Bill
The bill would establish a retirement plan "lost and found" with the DOL
CAPTRUST Launches ‘MEP/PEP Alternative’ for Smaller Employers
CAPTRUST’s Jennifer Doss described the new platform and partnership with T. Rowe Price and National Benefit Services
14,000+ Manufacturing Companies Gain Access to New MEP
National Association of Manufacturers selects Principal, HUB International to provide its members with a multiple employer plan
SECURE Act-Dictated Changes to Form 5500 Proposed
DOL publication of proposed changes for updating Form 5500 filing requirements and instructions triggers start of 45-day comment period
MEPs for 403(b) Plans Goal of Newly Introduced Senate Bill
Congress continues to signal strong, bipartisan interest in improving retirement savings opportunities and lifetime income choices for workers and retirees, with the latest example being a new bill introduced Wednesday that will help small businesses and non-profits participate in multiple employer plans (MEPs).
Tips and Traps for Advisors and Small Group Plans
For anyone who doubts the potential popularity of group plans, some back-of-the-envelope math from Jason Roberts will set…