Media Room
Learn more about how Pooled Employer Plans and The 403(b) PEP are reshaping the retirement industry.
1. Small, Midsize Employers Express Positive Experience Offering Pooled Plans
Adopters of Transamerica’s pooled plan solutions said the arrangement has allowed them to reduce their administrative and fiduciary burden, while also expanding access to savings. PLANSPONSOR Oct 21, 2024
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2. Pooled Plans Demonstrate Benefits For Higher Education Plan Sponsors
Higher education plan sponsors cited lower costs and fewer administrative responsibilities as reasons to join a pooled retirement plan solution, now available for 403(b) plans thanks to SECURE 2.0. PLANSPONSOR Nov 21, 2023
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3. Plan Sponsor Considerations for Joining a Pooled Employer Plan
Plan design and provider services are some things employers that are considering moving to a PEP should examine. PLANSPONSOR Apr 27, 2022
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4. Pooled Employer Plan Assets Reach $10B, Cerulli Reports
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PEPs are gaining traction among 401(k) sponsors across different plan sizes. PLANSPONSOR Dec 17, 2024
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