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Getting Ready for a PEP Rally!

The U.S. Department of Labor’s (DOL) June 18, 2020 request for information (RFI) on prohibited transactions involving Pooled Employer Plans (PEPs) is good news for plan sponsors and potential participants alike. As we wrote at the time of its passage, one of the major provisions…

A Look at What the Biden-Sanders Task Force Report Means for Retirement

The “Combating the Climate Crisis and Pursuing Environmental Justice” policy paper issued earlier this month by former Vice President and presumptive Democratic Presidential nominee Joe Biden and Sen. Bernie Sanders (D-VT) may not sound like something that those concerned with retirement should necessarily worry about….

A Different Kind of GoP

While Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) got the lion’s share of attention last year with the passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement) – and understandably so – another type of plan is also gaining traction…

Not So PEPpy? Think Group of Plans

Despite predictions by some that 2021 would begin with an explosion of Pooled Employer Plans (PEPs) as a result of the passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement), that does not seem to be the case, so far. Certainly there…

New Survey Provides Worrying News About Retirement Savings

Now that we seem to be emerging from the COVID-19 crisis – emphasis on “seem” – it is time for the retirement savings industry to begin the long process of assessing where things stand. According to a new consumer survey, things are standing a little…

It’s Always a Good Time to Rethink Retirement Strategies

Question: “When is it time to rethink your strategy?” Answer: “Always!” Self-evident? Perhaps, but a recent PwC study entitled “Retirement in America: Time to Rethink and Retool” provides some intriguing insights into where our industry stands now, and what it can do to improve the…