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
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Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on small 401(k) retirement plan solution; and more.