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Wednesday, March 26th, 2025
A topical newsletter from PLANADVISER
Small Plans, MEPs and PEPs
This week’s Spotlight covers the ways in which the industry is expanding retirement plan access to more Americans and supporting employers that previously may not have had a retirement plan. 
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Awards
2025 Retirement Plan Adviser of the Year: Closing the Coverage Gap
Eight advisers are recognized as finalists across the two categories of Closing the Coverage Gap-MEPs/PEPs and Closing the Coverage Gap-Micro/Startup Plans.
Data & Research
Micro-401(k) Plan Market Ripe for Non-Specialist Adviser Growth
The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by the end of the decade, with wealth advisers poised to capitalize, according to Cerulli.
Data & Research
Pooled Employer Plans Top $10B in Assets
While PEPs were originally conceived to help close the retirement plan coverage gap that often left smaller employers behind, research suggests their advantages also resonate with midsize businesses looking to offload administrative and fiduciary burdens.
Client Service
MEPs and PEPs in the Pooled Marketplace
Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the market.
Data & Research
Access Gaps Remain as State-Facilitated Retirement Plans Near $2B
Nearly half (47%) of U.S. private sector workers still lack access to workplace retirement plans, according to Georgetown University’s Center for Retirement Initiatives.
Compliance
403(b) Plans Have Special Considerations When Complying with SECURE 2.0
Speakers during a recent PLANSPONSOR Roadmap Livestream session, “Special Considerations for 403(b) Plans,” discussed rules for long-term, part-time employees, the formation of multiple and pooled employer plans, and the likelihood 403(b) plan sponsors will have the option, in the future, of using collective investment trusts.   
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