Mercer Announces Plans to Launch PEP in 2021
The consultant has selected Empower Retirement as a recordkeeper for its outsourced 401(k) solution as well as for the intended pooled employer plan.
Tag: PEPs
Transamerica Will Recordkeep Lockton Northeast PEP
Lockton announced in August that its new outsourced administrative responsibilities (OAR) practice will make PEPs the first order of business.
UK Firm to Launch PEP Recordkeeping Solution in the U.S.
Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.
Pooled Employer Plans and 3(38) Fiduciary Advisers
One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 says he is already in...
DOL NPRM Addresses PEP Plan Provider Registrations
The SECURE Act allows pooled plan providers to start operating pooled employer plans beginning on January 1, 2021, but providers must register before operations can begin.
Lockton Creates PEP Solutions for Small and Large Employers
The launch will be available to clients in the Northeast and extend nationally over the course of several months.
How Advisers Serving MEPs and PEPs Can Be Conflicted
The most obvious potential conflict of interest for advisers setting up or serving pooled employer plans is if their practice...
Aon and Voya Team on Pooled Employer Plan
Aon has announced the launch of a new pooled employer plan (PEP) to be recordkept by Voya.
Cover Story
Pooled Strength
PEPs should be a boon to small employers—how advisers, too, can gain from these plans.
More Guidance to Come About SECURE Act Provisions
Bradford P. Campbell, with Drinker Biddle, recently discussed specific requirements for open MEPs, now called pooled employer plans (PEPs), included in the SECURE Act.