Compliance Consult PLANADVISER January/February 2020

MEPs and PEPs

Effective means to broaden retirement plan access.

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Data & Research

April 17th, 2025

Employers With PEPs Have Higher Adviser and Plan Satisfaction

The Standard study shows employers express a 40% increase in plan adviser satisfaction after joining a pooled employer plan.

Products & Services

March 7th, 2025

The Standard Touts $2 Billion Milestone in PEP Assets

The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.

Products

January 23rd, 2025

The Retirement Advantage Announces New 401(k) PEP

TRA partners with Empower, Envestnet and FiduciaryxChange on its pooled employer plan offering.

Trends PLANADVISER January/February 2020

Consolidation Pressures

2019 breaks M&A records.

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Deals & People

March 3rd, 2025

Prime Capital Financial Acquires SineCera Capital

Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients. 

Deals & People

February 25th, 2025

Private Equity Dominates Wealth Management M&A Activity

M&A deals with private equity backing have surged over the past decade, according to Fidelity.

Deals & People

February 24th, 2025

Great Gray Expands Retirement Business With RPAG Acquisition

The transaction will expand Great Gray’s presence in the retirement plan advisory market.