From Value Statements to Cold Calls, Advisers Talk Client Attraction
Retirement plan advisers provide insights on how to purposefully connect with potential clients.
Tag: PEPs
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...
DOL Seeks Comment on Select SECURE 2.0 Enactments
From PEPs to emergency savings accounts, the DOL’s EBSA is welcoming input on changes and revisions to retirement plan administration.
Retirement Consulting Firm Freedom Fiduciaries Launches PEP
The recently formed retirement plan advisory taps Empower as the recordkeeper for the pooled employer plan.
Keep it Simple: Innovations in Small Plan Advisement, Management
Advisers and small plan 401(k) providers explain how the industry has evolved to do more—but make it feel like less—for...
PEP Growth Slows as Startups Fold
An IRS clarification that expanded audits for PEPs may be a factor for some providers in leaving the market.
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...
As States Add Retirement Programs, Private Providers See Growth
This month, Minnesota and Missouri brought the count of state-facilitated retirement plans to 18. Small business providers say state engagement...
Smart Raises $95M in PE Funding, Eyes Further Acquisitions
Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East...
Many Small Businesses Cannot Afford Worker Retirement Plans
Monetary concerns outweigh desire to attract and retain employees, according to a new SMB index from Fidelity.
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
Morningstar: Pandemic Caused Plan Closures, Creation Slowdown
Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
WTW Announces PEP With Eye Toward Increased Plan Outsourcing
The global retirement plan advisory is using its expertise with multi-employer plans in the U.K. to the U.S. market as...
DOL to Consult Industry on How To “Facilitate” PEP Uptake
Among items on DOL/EBSA's agenda: speaking with retirement plan service providers, employers and employees on what regulators can do to...
Congress Passes SECURE 2.0, Forwarding Second Major Retirement Reform in Three Years
The passage of sweeping policy to increase retirement saving among Americans now awaits presidential signature.
Beyond 401(k) / PEPs
PEPs’ Slow Growth
Economic distractions and alternative options have lessened the uptake.
Why Small Business Owners Often Resist 401(k)s
Two of the reasons most commonly cited by small business owners for not offering a retirement plan are the beliefs that their business is too small to qualify...
Plan Sponsor Interest in Pooled Employer Plans Has Increased
The largest small employers may be the most interested.
New Transamerica Solution Reflects Small-Market Developments
The firm says its new retirement plan offering, targeted at small employers, is ‘value focused’ and tailored specifically for efficiency.