Keybank offers PEP

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Ary Rosenbaum - The Rosenbaum Law Firm P.C.

KeyBank Institutional Advisors (IA) announced the launch of a new pooled employer plan for 401(k) plans that will be effective January 1, 2024.

KeyBank IA will serve as the ERISA 3(38)-investment manager. Transamerica will serve as the recordkeeper, and Pentegra will be the pooled plan provider (PPP), providing administrative and compliance support.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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