by Natalie Harris | Jun 27, 2022 | News
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...
by Natalie Harris | Jan 27, 2022 | Pete Swisher
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...
by Natalie Harris | Jan 2, 2022 | Pete Swisher
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...
by Natalie Harris | Sep 15, 2021 | Pete Swisher
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...
by Natalie Harris | Apr 29, 2021 | Pete Swisher
by PETE SWISHER | April 29th, 2021 The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months, but the building continues, as do the efforts of the Executive branch to publish anticipated guidance about compensation, conflicts of...
