GPS Launches its First PEP

GPS Launches its First PEP

by ASPPA NET STAFF | JUNE 8, 2022 Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP) for which GPS will serve as the...
Bitcoin for Fiduciaries – Part 2

Bitcoin for Fiduciaries – Part 2

by PETE SWISHER |  Volume 29 • Number 3 • Autumn 2021 Pete Swisher is Founder and President of Waypoint Fiduciary LLC, and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the...
Bitcoin for Fiduciaries – Part 1

Bitcoin for Fiduciaries – Part 1

by PETE SWISHER |  Volume 28 • Number 3 • Spring 2021 Pete Swisher is Founder and President of Waypoint Fiduciary LLC, and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the...
A Rumor of the Death of GoPs

A Rumor of the Death of GoPs

MEPs, PEPs & PPPs by PETE SWISHER | September 15th, 2021 The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14  might effectively kill the GoP...