Despite tepid interest, small businesses — and their advisers — stand to benefit from adding pooled employer plans.

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, ...

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 ...

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 ...

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 ...

First, the SEC staff announced that an ERISA-covered PEP would be allowed to rely on the “single trust” exclusion to avoid registration as an investment company. Second, the staff confirmed that ...

Pooled employer plans represent an opportunity in the defined contribution plan space, although few DC plan advisors are familiar with them. LIMRA’s research found that only about one-third of DC plan ...

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 ...

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 ...

Although pooled employer plans get most of the headlines, multiple employer plans continue to play an important role in the market. Pooled employer plans, which allow organizations of any type to form ...