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
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MEPs, PEPs & PPPs
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
BY Ted Godbout | 11/20/2020
For those interested in getting a head start in registering as a pooled plan provider, the Department of Labor has released an informational version of the form and instructions.
Unveiled by... Read More
BY NAPA Net Staff | 11/20/2020
The Mesirow Retirement Advisory Services (RAS) group is partnering with Newport Group to offer a new Pooled Employer Plan (PEP) in 2021.
According to the announcement, Mesirow’s RAS professionals... Read More
BY NAPA Net Staff | 11/18/2020
In gearing up for the SECURE Act’s pooled employer plans (PEPs) to become available next year, Principal Financial Group is teaming up with other service providers to offer a PEP that aims to... Read More
BY Ted Godbout | 11/12/2020
Pooled plan providers (PPPs) are now one step closer to being able to offer pooled employer plans (PEPs) under guidance released Nov. 12 by the Department of Labor.
The final rule ... Read More
BY Ted Godbout | 11/11/2020
Release by the Department of Labor of final regulations implementing the registration requirements for Pooled Plan Providers (PPPs) to market Pooled Employer Plans (PEPs) could come any day now.... Read More
BY Judy Ward | 11/11/2020
For advisors, pooled employer plans are a new market with promise, but also uncertainties. Will they be a game-changer? This feature article in the latest issue of NAPA Net the Magazine takes a look... Read More
BY Ted Godbout | 10/27/2020
As the effective date for Pooled Employer Plans (PEPs) nears, the Department of Labor is not wasting any time in trying to finalize the corresponding Pooled Plan Provider (PPP) registration... Read More
BY John Iekel | 10/22/2020
Rep. Ron Kind (D-WI) has introduced legislation in the House of Representatives that would increase access to retirement savings for employees of nonprofit organizations that have... Read More
BY Nevin E. Adams, JD | 10/9/2020
One of the most anticipated aspects of the SECURE Act—and one that has yet to take hold—is its “open” multiple employer plan structure, “pooled employer plans,” or PEPs. This week we asked readers to... Read More
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