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: PEPs
Finding the Best Fit Between PEPs and State-Run Plans
Experts discuss which small plan solution is most appropriate for different types of businesses.
New PEP for Head Start Programs Launches With Oregon-Based Plan Sponsor
The pooled employer plan focused on 403(b) nonprofit educational programs is sponsored by GPS, with investment fiduciary services from the...
NACC Launches PEP Solution for Cannabis Industry
Also, California Corporate Retirement Services announces a PEP to plan sponsor clients.
GPS PEP Expands User Base in Deal With Trilogy Financial
Trilogy can now refer plan sponsor clients to the GPS PEP, which is recordkept by July Services.
Mercer PEP and DC Group of Plans Hit Combined $3.6B AUM
The platform provides 401(k) benefits to more than 70,000 U.S. employees.
Voya Tops $100B In Multiple Employer Assets
Announcement comes shortly after Voya bulked up its MEP sales team.
SageView Launches First Pooled Plan Solutions With Transamerica
RIA jumps into the PEP space as the 3(38) investment manager and financial adviser for a couple pooled plan options.
Strategic Retirement Partners Launching PEP With Alerus
The advisory’s second pooled employer plan will include a default iJoin managed account and has plans for a TIAA/Nuveen retirement...
PEP Pros and Cons
A panel of advisers and providers who use PEPs discuss the benefits and potential pitfalls for clients and advisory firms.
Alera Group Leaning Into Small Market, Startup Plan Creation
The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and...
Ascensus, American Funds Launch Partnered PEP
Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.
The Standard Names New National Retirement Plan Sales Director
Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...
KeyBank Advisory Division Launches PEP
Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.
The State of PEPs and What to Expect in 2024
Aon has hit $2 billion in pooled employer plan assets, and advisers and providers see potential for continued PEP growth...
Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec
The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...
Ascensus Hits $1B AUA in PEPs, Showing Continued Adoption
The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.
From Value Statements to Cold Calls, Advisers Talk Client Attraction
Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Hub Launches 401(k) PEP for Small, Midsize Plan Sponsors
Retirement plan advisers in Hub’s national network will be offering the pooled employer plan with an eye toward reducing plan...
Adviser Product Partnerships – 9/14/23
The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...