The Securities and Exchange Commission’s regulatory statement may open the door to wider participation in pooled employer ...
In the run-up to the passage of the SECURE Act, many industry leaders predicted that pooled employer plans would have as big an impact on the retirement plan market as the 2006 Pension Protection Act, ...
It doesn’t completely open the door, but here’s what the latest staff statement on PEPs tells us …and what it does not.
It’s only been a few years since pooled employer plans, or PEPs, became available as an alternative to single-employer 401(k)s, but a new report from the Center for Retirement Research casts an ...
The long-awaited pooled employer plan legislation in SECURE 1.0 has been predicted by some to have the same profound effect on the defined contribution industry as the 2006 Pension Protection Act, ...
Pooled Employer Plans are neither a fad or a panacea, a question I asked in a July column because they are not a catalyst of change. They are a reaction to societal changes and an almost perfect ...
One downfall of our retirement saving system is the cost and quality of the plan that you have access to can be significantly dependent on the size of your employer. Small employers have fewer ...
Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Suzanne is a content marketer, writer, and fact-checker. She holds ...
DRESHER, Pa., March 23, 2026 /PRNewswire/ -- Ascensus, the leading independent technology and service platform powering savings plans across America, has announced the launch of two new Pooled ...
It looked great on paper, Pooled Employer Plans (PEPs) needed an audit only if they hit 1,000 participants or if they had an adopting employer with 100 or more participants. The Internal Revenue ...
Pooled Employer Plans (PEPs) are a new variety of an existing structure for retirement plans: Multiple-Employer Plans (MEPs). PEPs have the potential to become an important tool for improving our ...
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