Browsing Tag
Pooled Employer Plans (PEP)
72 posts
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
Another PEP Pops Up, This Time for CPAs in Massachusetts
Another PEP has popped up. Integrated Partners, a national financial planning and registered investment advisory firm, with advisory…
A Different Kind of GoP (Group of Plans)
While Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) got the lion’s share of attention last year…
Are PEPs ‘Instrumental’ in Closing the 401(k) Coverage Gap?
Public policy advocates and market practitioners believe Pooled Employer Plans (PEP) could be instrumental to helping close the…
401k Plan Provider NWPS Bought by Raymond James
Broker-dealer Raymond James is expanding its retirement services offerings by acquiring Seattle-based NWPS Holdings, Inc., doing business as…
Paychex is Latest to Introduce a Pooled Employer Plan
The “PEP” pool keeps growing. Paychex, Inc. announced Dec. 9 it will be among the first in the…
Post-Pandemic: Getting Your Practice and Your Clients to the Other Side of Normal
We are finally seeing some encouraging headlines around vaccines and a potential end to the global pandemic coming…
Jumping into the PEP Pool: Principal Readies Plan for 2021
Now that the Department of Labor has adopted a final rule establishing registration requirements for pooled plan providers,…
Department of Labor Announces 401k PEP Registration Requirements
The Department of Labor today announced a final rule establishing registration requirements for pooled plan providers. The rule implements…
4 Challenges for 401(k) Plan Providers in 2021
2020 is a bad disaster movie—one that drags. But it will end, eventually. So, with 2020 coming to…