Tag: pooled employer plans

OneDigital launches new benefits platform; Transamerica managed advice available for contractors PEP; Gainbridge annuities available to RIAs via RetireOne; and...

Adopters of Transamerica’s pooled plan solutions said the arrangement has allowed them to reduce their administrative and fiduciary burden, while...

Separately, another new PEP for all employers was announced by California Corporate Retirement Services.

Vestwell, Commonwealth, FuturePlan partner to bring new pooled employer plan to market. 

For some employers, offering a state-facilitated retirement plan is the best and easiest option, but for others, sponsoring their own...

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

Voya Adds Two New MEP Roles; Congruent Creates Chief Revenue Officer Role; PCS Hires Kirtland to lead business development; and...

As higher education plan sponsors often work with small benefits staffs and oversee diverse pools of employees, administering a retirement...

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 pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

EBSA will take feedback for 60 days on defined contribution reporting requirements, PEPs and emergency savings accounts.

Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring...

Aon is betting on further pooled employer plan growth with added headcount.

Retirement advisory WTW launches LifeSight PEP with Transamerica as recordkeeper.

Voya promotes Hayes to government markets and wealth solutions efforts; Epic Retirement promotes Corona to director of sales and strategic...

Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.