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).
Pete Swisher, Jason Roberts Launch New Fiduciary Services Firm
'We look at their contract with the recordkeeper, and invariably there are holes'
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
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
House Committee Introduces New ‘RISE’ Retirement Plan Bill
The bill would establish a retirement plan "lost and found" with the DOL
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
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 401(k) 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 today debuted a “Retirement Plan Exchange” for small- and mid-size businesses featuring the UBS Retirement Plan Manager program.