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MEPs, PEPs & PPPs

BY Ted Godbout | 2/21/2024
Building off its existing small business offerings, HUB Retirement and Private Wealth (HUB RPW), a division of HUB International Limited, announced the launch of the HUB Retirement... Read More
BY NAPA Net Staff | 2/5/2024
After first sharing their plans last fall to jointly market a multi-fund family PEP solution, Ascensus announced that sales of the Ascensus | American Funds Pooled Employer Plan (PEP) will begin... Read More
BY John Sullivan | 2/2/2024
For those who think pooled employer plans (PEP) won’t catch on, or will at least struggle against their older, entrenched single-plan counterparts, Fred Reish has some news. In 5 to 10 years, PEPs... Read More
BY NAPA Net Staff | 1/16/2024
Recordkeeper JULY Business Services (JULY), along with Expand Financial (EXPAND) and Investors Asset Management of Georgia, recently announced the launch of a collaborative pooled employer plan (PEP... Read More
BY NAPA Net Staff | 12/15/2023
Baltimore-based Transamerica announced that it has been selected as the recordkeeper for Gallagher's new 401(k) Choice Pooled Solutions, offering small and large employers the choice to join the... Read More
BY NAPA Net Staff | 11/28/2023
The global professional services firm has announced that its pooled employer plan—the Aon PEP—has reached $2 billion in 401(k) assets under administration and commitments since its ... Read More
BY NAPA Net Staff | 10/24/2023
JULY Business Services (JULY) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (CEFEX) from Broadridge. According to the firm’s... Read More
BY NAPA Net Staff | 10/17/2023
Advisory firm intellicents has selected The Standard to roll out its intelli(k) PEP—a pooled employer plan that offers a scalable solution for businesses with broad and flexible design... Read More
BY NAPA Net Staff | 10/13/2023
Nearly three years following enactment of the SECURE Act, Voya Financial’s multiple employer solutions are poised to reach a significant milestone. According to an Oct. 12 announcement, the... Read More
BY NAPA Net Staff | 10/5/2023
Ascensus is teaming up with the Capital Group to begin offering the Ascensus | American Funds Pooled Employer Plan (PEP) solution on its independent, open-architecture recordkeeping platform... Read More
BY NAPA Net Staff | 9/18/2023
HUB Retirement and Private Wealth (HUB RPW), a division of Hub International Limited (HUB), on Sept. 18 announced the launch of a new pooled employer plan (PEP) specifically designed... Read More
BY Nevin E. Adams, JD | 8/21/2023
One of the most-anticipated provisions in the SECURE Act was the advent of a new brand of multiple employer plan—now labeled a pooled employer plan, or PEP.    Created by the SECURE... Read More
BY NAPA Net Staff | 6/26/2023
Vestwell has expanded its multiple and pooled employer plan solutions, including a range of affordable 401(k) plan options for advisors to offer to small- and medium-sized business clients. These... Read More
BY NAPA Net Staff | 6/20/2023
Ameritas has announced the launch of the Pooled Employer Plan (PEP), now available on the firm’s flexible retirement plan platform. According to the announcement, Ameritas will serve as the... Read More
BY NAPA Net Staff | 4/23/2023
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
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

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