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PEP world will still be a new frontier

It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, there is still a great unknown.   We just got the registration requirement down pat and that’s about it. One of the great unknowns is any prohibited transaction is...

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DOL issues PEP Rule

The Department of Labor has finally announced a final rule establishing registration requirements for pooled plan providers under the SECURE Act. The SECURE Act established the pooled employer plan (PEP). Pooled employer plans must be administered by a “pool...

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DOL rules at risk under Biden

With a President Joe Biden in January, expect some major changes with the Department of Labor.  ...

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Congressman Jamie Raskin to appear at That 401(k) National Virtual Conference

Congressman Jamie Raskin (D-MD) will appear at That 401(k) National Virtual Conference on Thursday, ...

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Retireholi(k)s to appear at That 401(k) National Virtual Conference

The Retireholi(k)s, the folks from Plan Design Consultants, and the greatest videocast in 401(k) ind...

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Biden won’t get what he wants on deferrals

Articles about presidential nominees and their 401(k) proposals are always amusing because all they ...

ESG funds

DOL issues new ESG rule

The Department of Labor (DOL) announced a final rule for fiduciaries of private-sector retirement pl...

DOL office

DOL has a banner year in 2020 with investigations

The Department of Labor’s Employee Benefits Security Administration (EBSA) had a banner year in fi...

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Don’t be fooled by euphemisms

My favorite comedian was George Carlin and George had a great act on euphemisms and how toilet paper...

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Making a PEP out of Solo 401(k) plans?

People with solo 401(k) plans and other smaller plans tend to get very little services. Most don’t...