History of Pooled Employer Plans

Posted onMay 5, 2017May 5, 2017

The history of Pooled Employer Plans (PEPs) is about to move from a historical background to the birth of a new product. This article explores what brought the retirement plan market to the threshold of a new direction defined by Read More …

OMB Review of Fiduciary Regulation Applicability Delay Concluded

Posted onFebruary 28, 2017

On February 27th, the Office of Management and Budget moved its review of the delay of the applicability date of the fiduciary regulation to concluded status. The process began on February 9th, when the Employee Benefit Security Administration (EBSA) sent Read More …