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, ...

The IRS issued a notice on December 20, 2023, that sought to clarify various provisions in the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the SECURE 2.0 Act of 2022 ...

The Department of Labor is asking for input on how to make pooled employer plans more viable for small businesses. “In addition to promoting retirement savings and reducing participant costs, ...

The long-awaited pooled employer plan legislation in SECURE 1.0 has been predicted by some to have the same profound effect on the defined contribution industry as the 2006 Pension Protection Act, ...

It looked great on paper, Pooled Employer Plans (PEPs) needed an audit only if they hit 1,000 participants or if they had an adopting employer with 100 or more participants. The Internal Revenue ...

Pooled employer plans are coming to market at a clip, three months after the first ones were given the DOL’s blessing. In the past week alone, at least three pooled employer plans, or PEPs, have been ...

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 ...

The Financial Action Task Force (FATF) states that PEPs can at times be in a position that could lend itself to “abuse” for committing money laundering offences, including corruption, bribery, and ...