Tracking the Evolution of PEPs
Pooled employer plans have gained traction in their nearly four years of existence, and their use cases are evolving beyond...
Tag: 401(k) Startups
401(k)s to Match the Mission
Just Futures has brought to market a value-driven retirement plan investing model it says is especially in demand by nonprofits.
Paychex PEP Doubles in Past Year, Driven by Small Plan Startups
The payroll and small 401(k) provider has signed 25,000 plans to its PEP.
New 401(k) Plan Market Offers ‘Blue Ocean’ for Retirement Advisers
Vestwell’s director of plan design makes the case for advisers to work on small plans, while Sallus Retirement growth officer...