Browsing Tag
Pooled Employer Plans (PEP)
72 posts
The Long-Term Impacts of SECURE 2.0
The passage of SECURE 2.0 signals what the retirement industry has long-awaited for—impactful help for millions of Americans
Why Digital Distribution is Critical to Closing the 401(k) Coverage Gap
Sallus Retirement's Lisa Kottler says 98% of the U.S. employer market has less than 100 employees, and 90% have less than 20 employees.
It’s Alive! Swisher, Roberts’ Pooled Plan Up and Running
The high-profile PEP partners announced they now have participating employers, and it is live this month
Aon PEP Hits $1 Billion in Plan Assets and Commitments
'The benefits of transitioning to a pooled employer plan have become material for employers and their employees'
Sallus Retirement, IFP Partner on Pooled Employer Plan
Strategic venture boosts distribution for the small business-focused PEP
RBC Wealth Management, Transamerica, FuturePlan Team Up to Offer Pooled 401k
New solution for small- and mid-sized businesses provides streamlined way to offer a retirement plan
Recordkeeper Breaks Six-Figure Mark for 401k Plans Served
Paychex reveals this week it administers plans for 103,595 401k clients as of April 2022
Swisher, Roberts Joint Venture Launches its First PEP
A key differentiator is that employers retain the exclusive right to hire investment professionals of their choosing
Small Employers Curious About PEPs; Not Yet Ready to Implement
New research from the Secure Retirement Institute finds more than half of small employers are interested in learning more about pooled employers plans
Major Industry Players Partner on New ESG 401k Group Plan
Open to both existing and start-up 401k plans, it provides guided onboarding and enrollment support