Browsing Tag
Pooled Employer Plans (PEP)
72 posts
14,000+ Manufacturing Companies Gain Access to New MEP
National Association of Manufacturers selects Principal, HUB International to provide its members with a multiple employer plan
Real Estate Agents Gain PEP 401k Access in New Deal
Realogy adds industry-first pooled employer plan offering to exclusive benefits program for affiliated agents
AssetMark Launches Pooled Employer Plan for SMB market
New offering expands access to retirement plans for small- to medium-sized businesses
SECURE Act-Dictated Changes to Form 5500 Proposed
DOL publication of proposed changes for updating Form 5500 filing requirements and instructions triggers start of 45-day comment period
‘Retirement Plan Exchange’ Debuts from Transamerica, UBS
Transamerica announced today that the company launched a new “Retirement Plan Exchange” featuring the UBS Retirement Plan Manager…
‘American 401(k) PEP’ Debuts from Pentegra, Leafhouse Financial
The latest Pooled Employer Plan to launch has a rather patriotic moniker. Today, Pentegra, a provider of retirement…
401(k) Business Briefs: IPX Retirement, Envestnet, Vestwell
News from around the 401k market featuring a name-change, Envestnet signing on as investment manager for a new PEP, and Vestwell raising $70 million in Series C funding
Uptick in OCIO Demand Helps Mercer Top $380 Billion Global AUM
More institutional investors are looking to access outsourced chief investment officer (OCIO) investment solutions as they continue to…
Tips and Traps for Advisors and Small Group Plans
For anyone who doubts the potential popularity of group plans, some back-of-the-envelope math from Jason Roberts will set…
Long Time Coming: Why Transamerica is Well-Positioned for the Pooled Plan Wave
We wanted to talk about PEPs, but Deb Rubin corrected us, and for a good reason. “When anybody…