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Keybank offers PEP

KeyBank Institutional Advisors (IA) announced the launch of a new pooled employer plan for 401(k) plans that will be effective January 1, 2024.

KeyBank IA will serve as the ERISA 3(38)-investment manager. Transamerica will serve as the recordkeeper, and Pentegra will be the pooled plan provider (PPP), providing administrative and compliance support.

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