Browsing Tag
Pooled Employer Plans (PEP)
87 posts
A Pooled Employer Plan (PEP) is a retirement savings plan introduced under the SECURE Act of 2019 that allows multiple unrelated employers to participate in a single 401(k) plan managed by a pooled plan provider (PPP). By joining together, employers can reduce administrative burdens, lower costs, and gain access to professional management. PEPs are designed to expand retirement plan access, especially for small and mid-sized businesses, by offering a streamlined, cost-effective alternative to sponsoring a standalone 401(k).
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
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