by Deanna Fisher | Oct 24, 2023 | News
July Business Services (“JULY”) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (“CEFEX”) from Broadridge. JULY was evaluated for the readiness of its infrastructure to support compliance with...
by Deanna Fisher | Jul 24, 2023 | News
Firm partners with industry leaders to expand access to retirement plans for small businesses. Cambridge, a leading provider of financial solutions to independent financial professionals, is excited to announce the launch of EveryoneSaves PEPs, which were first...
by Natalie Harris | Mar 13, 2023 | News
March 13, 2023 Download the PDF of this article San Diego, CA – The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023. “We are excited...
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 | Mar 1, 2021 | Knowledge, News, 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 | Feb 28, 2021 | Knowledge, News, 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...
