Nearly 60% already recordkeep the increasingly popular pooled plans, with an additional 17% planning to do so within the next ...

Despite tepid interest, small businesses — and their advisers — stand to benefit from adding pooled employer plans.

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, ...

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 ...

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 ...

It’s only been a few years since pooled employer plans, or PEPs, became available as an alternative to single-employer 401(k)s, but a new report from the Center for Retirement Research casts an ...

Pooled Employer Plans (PEPs) are a new variety of an existing structure for retirement plans: Multiple-Employer Plans (MEPs). PEPs have the potential to become an important tool for improving our ...

One downfall of our retirement saving system is the cost and quality of the plan that you have access to can be significantly dependent on the size of your employer. Small employers have fewer ...

Pooled employer plans (PEPs) are becoming an increasingly important growth strategy for recordkeepers, who see the plans as a way to generate organic business and deepen relationships with ...