Pooled employer plans - also known as PEPs - can be good alternatives to standalone 401(k) plans under certain conditions.

Pooled investment funds include all types of directly held pooled investments, such as stock funds, bond funds, mutual funds, exchange-traded funds (ETFs), real estate investment funds, and hedge ...

A new retirement investment platform has launched that's being sold as a tool for managing longevity risk through a pooled equity index fund. Boulder, Colo.-based Savvly, which launched more than a ...

The country’s biggest 401(k) provider is seeking to build out its business in the brand-new pooled employer plan market. On Thursday, Fidelity Investments became the latest company to register with ...

Hub is looking to extend its reach among American small business owners with the launch of a new retirement plan option. The Chicago-based insurance broker has unveiled the Hub Retirement Select PEP, ...

Ethical investment funds incorporate values-based, environmental, social and governance criteria into their selection process alongside traditional financial analysis. These pooled investment vehicles ...

As COVID-19 continues to disrupt the global economy and redefine how society operates, it is more important than ever to listen to our clients and understand their specific challenges and ...

On July 28, 2025, the U.S. Department of Labor (“DOL”) issued some new interpretive guidance as part of a request for information (“RFI”) about pooled employer plans (“PEPs”) and an employer’s ...

CHICAGO, Oct. 14, 2021 /PRNewswire/ -- Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and Plan Administrators, Inc. (PAi), a retirement plan administrator and ...