Even though Pooled Employer Plans were made effective on January 1, 2021, the Department of Labor (DOL) has issued final regulations on registration requirements for pooled plan providers (PPP) ...

Many benefits leaders at small and midsized businesses may be setting up their organization’s first retirement plan to comply with recent state mandates. As they weigh the options, they might be ...

On November 14, 2020, the Department of Labor (“DOL”) published the final rule “Registration Requirements for Pooled Plan Providers” (the “Final Rule”). The Final Rule describes the registration ...

Pooled employer plans, or PEPs, are a fast-growing type of retirement plan first introduced by the original SECURE Act as an option effective January 1, 2021. In the most general terms, a PEP is a ...

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process. RS Fiduciary Solutions, an ...

Pooled plan provider NPPG advocates for registration if there is 3(38) investment selection responsibility, but a PEP expert argues it is not required. As pooled employer plans gather an increasing ...