Small Employers Are Showing Interest in PEPs
Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape.
Tag: pooled employer plans
ABCs of RFPs for PEPs
Questions to ask when selecting a pooled employer plan provider.
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Plan Sponsor Considerations for Joining a Pooled Employer Plan
Plan design and provider services are some things employers that are considering moving to a PEP should examine.
More Companies Dive Into Pooled Employer Plans
Lower fees, reduced risk and less work are making PEPs increasingly popular among employers.
IRS Proposes Regulations Updating MEP ‘One Bad Apple’ Rule
In certain cases, the portion of a multiple employer plan attributable to a participating employer’s failure to meet plan qualification...
Fee Considerations for Small Plans
Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.
Plan Sponsors Can Extend Retirement Benefits With Decoupling Arrangements
Large and small employers might consider the potential to broaden retirement plan coverage through the benefits of new plan designs...
Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities
While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021...
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New PEP Features Adviser Managed Accounts
The QPA pooled employer plan will be available nationwide for employers of all sizes that desire additional fiduciary protections and...
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More Providers Offer Group Plan Solutions
PRI and Waypoint have formed a new joint company called Group Plan Systems, while Franklin Templeton has selected a new...
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Firms Announce Intent to Launch ESG Pooled Employer Plan
PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.
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Small Companies’ Options for Offering a Retirement Plan Are Growing
A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small...
The Allure of PEPs for Current Plan Sponsors
PEPs offer some advantages worth considering even if plan sponsors already have help and think their plans are running fine,...
Taking Steps to Expand Retirement Plan Access
Between state-run plans, PEPs and moves to enhance SIMPLE plans, different entities are tackling the same problem in different ways.
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New PEP Options Tout Distinctions
Ekstra calls itself ‘The Participant First 401(k) MEP,’ and Sallus Retirement says it is one of the first fully independent...
Plan Sponsors Aren’t Warming Up to Provisions of the SECURE Act
Very few are interested in joining a PEP, and obstacles remain before sponsors will add annuities to their DC plans.
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Service Launches to Help Plan Sponsors Evaluate PEPs, PPPs
PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans...
SURVEY SAYS: Will PEPs Become Prominent?
PLANSPONSOR NewsDash readers weigh in on the growth of the pooled employer plan (PEP) market and whether their firms have...
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take...
Sponsors Have Many Considerations as PEPs Hit the Market
Retirement plan experts offer advice to employers that are considering whether they should move to a pooled employer plan or...