Transamerica Introduces 2 New Pooled Plans
One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.
Tag: pooled employer plans
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...
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.
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.
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 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.
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...
Retirement Consulting Firm Freedom Fiduciaries Launches PEP
The recently formed retirement plan advisory taps Empower as the recordkeeper for the pooled employer plan.
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.
AON Boosts Staff to Further $1B Pooled Employer Plan
Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in...
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...
Plan Sponsor Interest in Pooled Employer Plans Has Increased
The largest small employers may be the most interested.
Retirement Plan Advisers Can Explore Decoupling Designs With Employers
Plan sponsors can take advantage of novel plan designs that share risk, including pooled employer plans, to broaden employer-sponsored benefits.