by Deanna Fisher | Apr 29, 2021 | Articles
The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months, but the building continues, as do the efforts of the Executive branch to publish anticipated guidance about compensation, conflicts of interest, registration of pooled plan...
by Paul Fennell | Jun 18, 2020 | Articles
The DOL released its RFI on PEP and MEP prohibited transactions on 6/17/20. This article provides a brief analysis of the RFI and what it means for PEP builders. On June 17, 2020, the Department of Labor (DOL) released a request for information (RFI) on potential...
by Paul Fennell | May 22, 2020 | Articles
Monday is a special day. For one thing, it is the eighth anniversary of the Department of Labor’s (DOL) publishing of advisory opinions 2012-03A and 2012-04A, governing open MEPs . A big day for the MEP world, when the DOL threw a wet blanket on the open MEP party....
by Paul Fennell | Feb 17, 2020 | Articles
February 13, 2020 Pete Swisher, one of the retirement industry’s most respected voices, announced today the launch of Waypoint Fiduciary LLC, a thinktank, consultant, and expert fiduciary for the U.S. retirement system. Waypoint’s first engagements are with...
by Paul Fennell | Dec 23, 2019 | Articles, Videos
The SECURE Act represents the most significant retirement plan legislation in more than a decade. Pentegra applauds this legislation, designed to address the retirement savings crisis. The legislation benefits both employers and employees, providing administrative...
by Paul Fennell | Dec 19, 2019 | Articles
To understand a new law, it’s often helpful to read the actual law – especially since, in the case of the SECURE Act, we may well be waiting on IRS and DOL regulations for much of 2020. But what if you want to know what that legislative language actually means? Learn...
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