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Voya Financial to serve as recordkeeper for first 403(b) Pooled Employer Plan

‘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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First 403(b) pooled employer plan in U S taps Voya Financial as record keeper

The nation's first 403(b) pooled employer plan has selected Voya Financial as its record keeper.

Department of laborPlan compliance servicesVoya financialSecure retirementPooled employer planTerrance powerLeafhouse financial

Small Employers Are Showing Interest in Pooled Employer Plans

Among plan sponsors with fewer than 100 workers, interest in pooled employer plans has begun to take shape

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