Tag: MEPs

403(b) plan sponsors face unique challenges when complying with certain SECURE 2.0 provisions, such as long-term, part-time rules and joining...

PLANSPONSOR is opening its Plan Sponsor of the Year awards to closed MEPs and to PEPs. Only the pooled plan...

A final pretrial conference for the case is scheduled for November 26.

Eight major organizations highlighted the need to clarify provisions related to automatic enrollment in PEPs, distributions for terminally ill participants,...

The firm saw a 15% increase in total assets, compared with the same period in 2023.

Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.

Advertised as a more cost-efficient and less burdensome way for small employers to offer a retirement plan, pooled solutions may...

Representatives from two different companies explain the process by which their firms chose their respective multiple employer retirement solutions.

The DOL and IRS have both issued updates for the three composite plan types.

SECURE 2.0 has several provisions designed to increase retirement plan creation and participation by small businesses, in particular by offering...

Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.

The changes to 5500 instructions are made annually.

The mixed dismissal motion ruling, which sides mostly with the plaintiffs, agrees with the defense that certain data-sharing among providers...

In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification...

Among other notable changes, the Form 5500 instructions have been amended to make clear that a pooled employer plan is...

Both Transamerica and Fidelity this week announced new collaborations aimed at supporting clients interested in collective approaches to managing their...

The lawsuit takes particular issue with the use of higher-cost share classes and revenue sharing.

The firm is targeting its pooled employer plan at startups and companies with up to $10 million in retirement plan...