Tag: pooled employer plans

The California 401(k) Plan offers higher contribution limits, a stable value fund that outperforms and Roth eligibility regardless of wage...

The company contends its PEP offers greater levels of efficiency, as it can be integrated with the Paychex payroll.

Newport Group will be the recordkeeper for the pooled employer plan.

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

The rule is in line with DOL’s proposed rulemaking that it announced in August and streamlines the electronic process by...

Recordkeeping for the new pooled employer plan will be provided by Empower Retirement.

Transamerica will be the recordkeeper for the new plan and offer specialized recordkeeping specific to each adopting employer.

Many retirement plan experts say they think the pooled employer plans authorized under the SECURE Act will open more doors...

Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does...

Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.

Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...

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

Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...

"The new legislation contains language addressing key IRI concerns including providing retirement plan participants with an illustration of how current...

In March, the Retirement Enhancement and Savings Act of 2018 (RESA) was introduced in the U.S. Senate. If passed, the...