Are You Ready to Scale Your Retirement Plan Business?
Things are changing in the retirement plan space dramatically. Watch this video to see how PEPs allow employers to reduce their fiduciary responsibilities and provide advisors with opportunity for growth.
The Value of an Independent Fiduciary
Are your clients overwhelmed by the complexities and risks of managing retirement plans? Watch this video to learn about the value of an independent fiduciary.
Meet Pete Swisher
Watch this video to learn more about Pete and what led him to become a retirement plan fiduciary.
“Except For” Beats “Only” in PEP Service Contracts
All PEPs are not the same. Many put only a few responsibilities into the administrator’s hands, leaving employers to cover hundreds more. Watch this short video to see why GPS does it differently.
Why GPS?
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.
Why Join a PEP?
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.
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.
A Quick Reference to the SECURE 2.0 Act of 2022
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.
A Rumor of the Death of GoPs
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.