Browsing Tag
Pooled Employer Plans (PEP)
72 posts
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
HUB Launches Pooled Employer Plan
New PEP targets employers with 100 or more workers
Freedom Fiduciaries Launches Pooled Employer Plan
Boise-based provider of retirement plan consulting collaborates with Finway Group and Empower to introduce PEP designed to streamline administrative challenges
First 403(b) Pooled Employer Plan Launches Post SECURE 2.0
The Platinum 401k brings the first 403(b) program to the market after SECURE 2.0 permits the nonprofit plans to maintain a PEP, with Voya as recordkeeper and LeafHouse Financial as 3(38) investment manager
Vestwell Grows MEP and PEP Capabilities
The firm provides a fully digital plan setup and onboarding process for advisors and TPAs to manage and scale multiple plans simultaneously
Ameritas Unveils New Pooled Employer Plan
The news makes Ameritas the latest firm to begin offering pooled employer plans
Pete Swisher Deciphers SECURE 2.0’s Complex Startup Tax Credit
The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be more confusing—or impactful—than the startup tax credit provision for small employers.
WTW Becomes the Latest to Join the U.S. PEP Market
The company joins a roster of other firms who have introduced PEPs since the SECURE Act in 2019