Browsing Tag
Pooled Employer Plans (PEP)
69 posts
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
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
Aon PEP Tops $2 Billion Plateau
Company reports the pooled employer plan launched on Day 1 in 2021 has doubled during the last year with more than 70 employers and over 50,000 participants
Only 6% of Higher Ed Institutions to Join Pooled Plan Solutions
The report by Transamerica analyzes how pooled plan arrangements can increase access and retirement savings for participants in higher ed institutes
The Standard Selected to Roll Out intelli(k) PEP from intellicents
New Pooled Employer Plans offers a scalable solution for businesses with broad and flexible plan design capabilities
Ascensus, Capital Group Team Up for Pooled Employer Plan Launching Q1 2024
New investment solution focused on creating a unique portfolio to match a participant’s financial needs more closely than a traditional TDF allocation determined only by age