Tag: pooled employer plans

PEPs are gaining traction among 401(k) sponsors across different plan sizes.

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 Mercer Wise platform provides 401(k) benefits to more than 70,000 U.S. employees. 

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...

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed...

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 new pooled offering is designed for companies with fewer than 100 employees.

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...

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

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

The pooled employer plan was launched in 2021 and has doubled in assets in the past year.

Higher education plan sponsors cited lower costs and fewer administrative responsibilities as reasons to join a pooled retirement plan solution,...