A new company formed by the Pension Resource Institute and Waypoint Fiduciary will serve as a pooled plan provider for registered investment advisers, broker-dealers and banks that want to do business in the PEPs market. The new entity, Group Plan ...

OneAmerica Financial Partners, an Indianapolis-based insurer and record keeper, has created a retirement plan for smaller businesses that’s intended to compete against pooled and multiple-employer plan offerings known as PEPs and MEPs. The company said that its OneConnect solution “offers ...

A forthcoming PEP from National Professional Planning Group, Lincoln Financial and Morningstar Investment Management will have the distinction of providing in-plan guaranteed income, the companies announced Thursday. Lifetime income, particularly as part of a plan’s qualified default investment option, is ...

Morningstar Investment Management is putting its name on a PEP, one that it says will be the first ESG-specific product for that plan type, the company announced today. The massive ratings, research and financial services firm is partnering on the ...

Another financial services firm is aiming for business in the new PEPs market, adding to a roster of dozens of companies that are registering as providers. The new entrant, July, is planning to launch its pooled employer plan early next ...

AssetMark, a registered investment adviser and technology platform, has launched a pooled employer plan that’s available on its platform. The plan allows small-business owners to pool their retirement assets with those of other employers and outsource the fiduciary and operational ...

A proposed regulatory change published Wednesday by the Department of Labor would seriously limit the appeal of a forthcoming group retirement plan model that the industry has been eagerly awaiting. The group-of-plans model, an alternative to pooled employer plans that ...

Retirement giant Captrust Financial Advisors has launched a turnkey program for small retirement plans in conjunction with T. Rowe Price and National Benefit Services. Called Direct Fiduciary, the program outsources administrative and investment fiduciary responsibilities, with Captrust providing Section 3(38) ...

All Americans dream of a secure retirement — whether it’s spending time with grandkids, traveling, or just being able to live with dignity after years of working. Regardless of their specific goals, Americans need financial resources to make it all ...

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, which expanded the use of ...