Tag: pooled employer plans

An IRS clarification that expanded audits for PEPs may be a factor for some providers in leaving the market.

The pooled employer plan solution will be available on Ameritas’ flexible retirement plan platform.

The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.

An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...

Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in...

DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...

Third-party administrator PAi has teamed up with Morningstar to offer small and medium-sized businesses an employer retirement plan with an...

Among items on DOL/EBSA's agenda: speaking with retirement plan service providers, employers and employees on what regulators can do to...

The department of labor clarified in a response letter some of the responsibility and costs that plan sponsors can offload...

The largest small employers may be the most interested.

New regulations would apply to multiple employer plans that are either maintained by employers that have a ‘common interest’ or...

Plan sponsors can take advantage of novel plan designs that share risk, including pooled employer plans, to broaden employer-sponsored benefits.

Franklin Templeton has selected a new group plan recordkeeper in Transamerica, while PRI and Waypoint have formed a new joint company called Group Plan Systems.

The objective of the new pooled employer plan  will be to create as close to a complete environmental, social and governance investment lineup as possible.

Already, state-run plans, PEPs and moves to expand access to SIMPLE plans are making a difference, experts say.

Fidelity Investments expands lineup of SMAs; Unision Risk Advisors launches PEP; Retiree, Inc. creates first decumulation model portfolio; and more.