Browsing Tag
Pooled Employer Plans (PEP)
72 posts
RPS Retirement Plan Advisors Launches Pooled Employer Plan
“RPS SmartCourse Savings Plan” allows employers to take advantage of combined plans that are cost-effective and reduce liability
March 17, 2022
Transamerica Buys TAG Resources, Bolsters Pooled Plan Offerings
'The third-party administrators interested in pooled plans and who partner with Transamerica will benefit'
March 1, 2022
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
December 29, 2021
Group Plan Systems’ Pete Swisher on a Major Fiduciary Gap that Must be Closed
Anyone who knows Pete Swisher knows that he’s the go-to resource for anything fiduciary and pooled plan-related. His…
December 6, 2021
New PEP from Qualified Plan Advisors Targets Employers of All Sizes
The Pooled Employer Plan launched today offers additional fiduciary protections and fewer plan administrative responsibilities
December 2, 2021
Pete Swisher, Jason Roberts Launch New Fiduciary Services Firm
'We look at their contract with the recordkeeper, and invariably there are holes'
November 30, 2021
Integrated Payroll Capabilities Added to Fidelity Advantage PEP
New deal with Paylocity will drive efficiency by enabling employers to automate contributions and reduce risks, company says
November 16, 2021
Transamerica, FuturePlan Team for New Pooled Retirement Plan Solution
FuturePlan serves as the third-party administrator and 3(16), while Transamerica is the plan’s recordkeeper
November 16, 2021
House Committee Introduces New ‘RISE’ Retirement Plan Bill
The bill would establish a retirement plan "lost and found" with the DOL
November 10, 2021
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
October 9, 2021