Tag: pooled plan providers

Deals & People

February 24th, 2023

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...

Products

December 1st, 2021

More Firms Are Addressing the Group Plan Market

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.

Compliance Consult

Wanta Be a PPP?

Advisers can find many ways to serve pooled employer plans.

Products

January 25th, 2021

Service Launches to Help Plan Advisers Evaluate PEPs, PPPs

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management