Browsing Tag
Pooled Employer Plans (PEP)
73 posts
Transamerica Releases 401(k) PEP Solution
The solution will include professional services from DWC - The 401(k) Experts, Transamerica and Leavitt Retirement Partners
Opportunity in the SMB Market with Sean Jordan, Principal Financial Group
Opportunity in the SMB Market with Sean Jordan, Principal Financial Group® The small to mid-size business (SMB) retirement…
Half of New Retirement Plan Adopters Opt for Pooled Plans
Transamerica survey finds 77% had little to no familiarity with pooled plans prior to adoption
Industry Groups Press Congress to Finalize SECURE 2.0 Technical Corrections
The ICI and the IRI are among some of the groups urging Congress to pass the SECURE 2.0 Technical Corrections Act of 2023
Voya Passes $100 Billion Milestone in Multiple Employer Solutions
Growth across MEPs, PEPs and other customized solutions helps recordkeeper to 15% year-over-year increase in total assets
Dispelling Cost Myths of MEPs, PEPs and GoPs
Ron Surz explains how pooled plans can cut down on costs and administrative burdens for small employers looking to sponsor a retirement plan
Lincoln Financial Introduces PEPs for 401(k) and 403(b) Plans
Among the services provided will include a full-service model and access to in-plan guaranteed income solutions
Alera Adds The Standard to PEP Offering
The new partnership means The Standard will work as the pooled plan provider and 3(16) fiduciary
HUB Announces Pooled Employer Plan Option
The new PEP helps expand access to 401(k)s for small businesses
Strive Launches PEP Prioritizing Investment Philosophy of Shareholder Value Maximization
Pooled employer plan debuts this week in partnership with Ameritas, AmericanTCS and Traphagen CPAs and Wealth Advisors