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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Meet Pete Swisher

Mar 29, 2024

Pete Swisher has lived a life in service of others. 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

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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?

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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?

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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

Oct 24, 2023

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.