News & Analysis as of

PEP Retirement Plan Providers

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Smaller plans, at least have the PEP tool

I was interviewed recently by a 401(k)-centric website about smaller plans. When I first started in 1998, there was a tremendous bias from a small start-up plan. So many plan providers didn’t want the business and these...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Associations, MEPs, and PEPs

I have worked with several associations in setting up a multiple employer plan (MEP) and even more associations that didn’t want to start one. ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

PEP might get pepped with possible retirement plan change

The Ways and Means Committee approved proposals for portions of the reconciliation bill, among them a plan to strengthen retirement savings, which might be a boost for pooled employer plans (PEPs)....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

In the end, there can be only a few PEPs

The original Highlander is kind of a silly movie, with the tagline “there can be only one.” I do like the fact that Sean Connery is in it and the fact I was in the crowd at the Pro Wrestling USA card at the Brendan Byrne...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

It’s a wave of PEPs, but is it a wave of assets?

With January 1st past us, we knew that many plan providers were going to launch Pooled Employer Plans (PEPs). I know, because I helped launch four and still in the process of converting two multiple employer plans (MEPs) into...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Well, I have an in with this association

If I got $5 for every time an advisor or other plan provider told me they had an in with an association, I’d probably have enough to pay my mortgage. The problem. Having an in doesn’t mean that advisor or plan provider can...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

It doesn’t have to be a PEP to succeed in the micro plan market

I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (PEPs) and many are hesitant to offer them. ...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The PEP Gold Rush

I like choice and I like the idea that there is something called Pooled Employer Plans (PEPs) in 2021 because I always liked the idea of Open Multiple Employer Plans (MEPs). Another great aspect of it is the discussion and...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Want your own PEP? Think again

As an ERISA attorney an ERISA 3(16) administrator, I’ve been asked by many clients, advisory firms, bundled providers, and third-party administrators. Many advisory firms want their own pooled employer plan (PEP) and I think...more

Groom Law Group, Chartered

DOL Proposed Pooled Plan Provider Registration Rule

The Setting Every Community Up for Retirement Enhancement Act of 2019 (Pub. L. 116-94, Division O, the “SECURE Act”) created a new structure through which completely unrelated employers can participate in a single defined...more

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