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).
‘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…
Fast-Growing Paychex PEP Hits Another Milestone
Paychex Pooled Employer Plan hits 2,000 clients, offering businesses a simple, cost-effective retirement solution with easy setup.
How Deep is the 401(k) PEP Pool?
There’s an old saying in the insurance business: “Life insurance is sold, not bought.” It’s often a tough…
PlanMember is Latest Pooled Employer Plan Entrant
PlanMember announced April 13 it is launching a new Pooled Employer Plan for small businesses through a partnership with Newport Group.
Independent PEP launched by Pentegra, The 401(k) Plan Company
The latest Pooled Employer Plan is open to any 401k plan sponsors and advisors. Pentegra, a leading provider…
American Trust Partners with TAG Resources to Launch PEP
Pooled Employer Plan by American Trust helps small employers cut costs, reduce fiduciary risk, and improve retirement solutions.