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SECURE 2.0 allowed 403(b) Pooled Employer Plans (PEPs), and the first to the market is being launched by The Platinum 401k, Inc., a Florida based third party administration firm and...
‘Secure Retirement 403 Pooled Employer Plan,’ launched by The Platinum 401k, Inc., follows the passage of the SECURE 2.0 legislation permitting 403 PEPs ...
The nation's first 403(b) pooled employer plan has selected Voya Financial as its record keeper.
Voya to serve as record keeper for two new PEPs Unison Risk Advisors and TAG Advisors are launching pooled employer plans. March 11, 2021 Unison Risk Advisors, a Cleveland, Ohio-based financial holding company, and TAG Advisors, a Glen Ellen, Virginia-based hybrid affiliated with Cambridge Investment Research, have launched pooled employer plans, with Voya Financial acting as record keeper for both plans. The Unison Risk Advisors Pooled Employer Plan will deliver retirement plan services to clients, in collaboration with the company’s Oswald Financial unit as the ERISA 3(38) investment mana...