Browsing Tag
Pooled Employer Plans (PEP)
90 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).
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.
‘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…