The GPS team brings decades of ERISA and group plan experience to help stakeholders successfully operate your retirement plan. Find out how GPS is a new kind of fiduciary for a new kind of plan.
Joining a pooled employer plan (PEP) might be the right decision for you or your clients. Explore some key benefits to joining a PEP with members of the GPS team.
GPS Certifies July Business Services with the First CEFEX Certification for Operational Fiduciaries in Pooled Plans
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 substantially all operational requirements under ERISA and the Internal Revenue Code.
Firm partners with industry leaders to expand access to retirement plans for small businesses. by PETE SWISHER Cambridge, a leading provider of financial solutions to independent financial professionals, is excited to announce the launch of...
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.
Startup Credits – Actual Text of SECURE 2.0’s Pension Plan Startup Cost Tax Credits, with Analysis and FAQs
This Easy Reading Guide to the Startup Tax Credits under SECURE 2.0 contains a “back of the napkin” summary for financial professionals, an executive summary, a flowchart describing how to calculate eligibility for the credit, updated text of IRC Section 45E, and more.
SECURE 2.0, a major piece of retirement legislation, was signed into law on December 29, 2022. It includes a number of provisions affecting employers and individual retirement investors – some of which are optional and many that are mandatory. Read our “Quick Reference Guide” for more information.
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 Pooled Plan Provider (PPP).
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 provision as a useful product tool.