The Progress and Future of PEP Construction and Regulation

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 interest, registration of pooled plan providers (PPPs), spinoffs of “bad apple” employers, and other topics of interest to the builders of PEPs and other multiple employer plans (MEPs). This column identifies and explains the key regulatory issues and how they will shape the future of the industry.

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Retirement Plan Executive Joins PRI and GPS

Mar 13, 2023

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

Feb 3, 2023

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

Dec 30, 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.

GPS Launches its First PEP

Jun 27, 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 Pooled Plan Provider (PPP).

Bitcoin for Fiduciaries – Part 2

Jan 27, 2022

As the market action makes us wonder if Crypto Winter is Coming, now may be a good time to check out “Bitcoin for Fiduciaries,” my last two columns for Journal of Pension Benefits.