Welcome to the Great 401(k) Podcast Debate, a series of point/counterpoint episodes involving controversial topics in the retirement plan space, and pooled employer plans (PEP) are undoubtedly... Read More
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MEPs, PEPs & PPPs
BY NAPA Net Staff | 3/8/2023
Transamerica, in partnership with the Cetera Financial Group, have announced the availability of a new pooled plan solution, making it easier for small businesses to offer a retirement plan.... Read More
BY NAPA Net Staff | 2/23/2023
Leveraging its expertise in managing defined contribution plans, global advisory firm Willis Towers Watson (WTW) announced the launch of a U.S.-based pooled employer plan (PEP).
Dubbed the... Read More
BY Nevin E. Adams, JD | 11/2/2022
The parties in an excessive fee suit involving a multiple employer plan (MEP) have come to terms—almost.
As noted in the headline, the plaintiff this time is one Kimario Anderson, who was employed... Read More
BY Nevin E. Adams, JD | 10/17/2022
Most of the claims were familiar (as was the plaintiffs’ attorney), but there were some interesting nuances in the arguments in the latest excessive fee case—which happens to involve a multiple... Read More
BY NAPA Net Staff | 9/29/2022
RBC Wealth Management has teamed up with Transamerica and FuturePlan by Ascensus to introduce a new pooled plan retirement solution for small and mid-sized U.S. business owners.
Called RBC... Read More
BY Nevin E. Adams, JD | 9/23/2022
Pooled Employer Plans—or “PEPs” as they’re more commonly referred to, were greeted with much excitement when they became a reality in the SECURE Act—but are they living up to that hype? NAPA-Net... Read More
BY Nevin E. Adams, JD | 9/19/2022
Pooled Employer Plans—or “PEPs” as they’re more commonly referred to, were greeted with much excitement when they became a reality in the SECURE Act—but are they living up to that hype? And if not,... Read More
BY NAPA Net Staff | 6/8/2022
Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP)... Read More
BY Ted Godbout | 5/27/2022
The American Retirement Association is urging the IRS to make several modifications to the proposed regulations addressing the exception to the unified pln rule for multiple employer plans (MEPs).... Read More
BY Nevin E. Adams, JD | 5/11/2022
In less than a year, the law firm of Capozzi Adler has wrested a settlement from a multiple employer plan accused of breaching its fiduciary duties.
The plan in question—more specifically... Read More
BY Ted Godbout | 5/5/2022
A new survey finds that small employers are interested in learning more about pooled employer plans, although there is still some hesitancy on the road to implementation.
In fact, more than half... Read More
BY Ted Godbout | 3/25/2022
Proposed guidance addressing the so-called “one-bad-apple” rule under the SECURE’s Act multiple employer plan (MEP) provisions was released March 25.
The proposed regulations address changes... Read More
BY Deborah Rubin | 12/17/2021
From TPAs and QDIAs to MEPs and RMDs, the retirement plan market has never lacked acronyms to sprinkle into its hearty alphabet soup. PEPs—pooled employer plans—are the latest addition to the mix... Read More
BY Pete Swisher | 9/15/2021
The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14 might effectively... Read More
BY Rebecca Hourihan | 7/16/2021
As the Pooled Employer Plan (PEP) marketplace heats up, one thing is clear: PEPs are a hot topic.
So if you’re looking to launch a PEP, keep reading—because we are going to give you... Read More
BY Ted Godbout | 7/16/2021
Senators heard an early success story on July 15 from a small business owner who was able to offer to a retirement plan to his employees for the first time through a pooled employer plan (PEP)... Read More
BY NAPA Net Staff | 5/20/2021
Legislation backed by the American Retirement Association that would “make improvements so that more organizations and small businesses can participate in multiple employer plans (MEPs)” has been... Read More
BY October Three Consulting | 5/11/2021
A recent article discussed certain issues that, in multiple employer plan (MEP) fiduciary litigation, might be the same as, and other issues that might be different from, those in single... Read More
BY October Three Consulting | 4/16/2021
As MEP solutions begin to accumulate participants and assets, it is inevitable that plaintiffs’ lawyers will train their sights on MEPs as a fiduciary litigation target. Indeed, they have already... Read More
BY NAPA Net Staff | 3/8/2021
TAG Advisors, a branch within Cambridge Investment Research, Inc. with more than 300 advisors in 29 states, has announced the launch of its new Pooled Employer Plan (PEP) with Voya Financial, Inc.... Read More
BY NAPA Net Staff | 2/25/2021
Transamerica announced Feb. 25 that it was chosen to be the retirement plan provider for a multiple employer 401(k) plan created by the Greater Akron Chamber.
Bringing a new retirement plan... Read More
BY John Iekel | 2/3/2021
How do third party administrators and pooled employer plans interact? A recent webcast took a deep dive into the question.
In the ASPPA-produced “TPAs and PEPs: Structure and Service Options... Read More
BY Ted Godbout | 1/4/2021
The year 2021 is upon us, and with that, the SECURE Act’s much-anticipated pooled employer plans (PEPs) are coming online. Many firms have already announced that they plan to offer PEPs, but will... Read More
BY NAPA Net Staff | 12/21/2020
A bipartisan trio of U.S. Senators has introduced legislation that would expand Multiple Employer Plan access to 403(b) plans, along with other MEP enhancements.
The Improving Access to Retirement... Read More
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