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Pooled employer plans have opportunities, risks for retirement advisers


What elite RPAs think about PEPs
Pooled employer plans, or PEPs, could dramatically change the 401(k) business, but only if employers decide to adopt them.
January 14, 2021
3
MINS
Pooled employer plans under the SECURE Act could completely change the defined-contribution industry, or they could have very little impact. They present an incredible opportunity to pool plans to mitigate work and fiduciary liability as well as to lower costs but the question is whether the market will adopt them
Though record keepers and third-party administrators are most aggressive and will most likely act as the pooled plan providers, retirement plan advisers will still likely drive sales. ....

John Cunningham , John Jurik , Darren Zino , Jeff Cullen , Alliant Insurance Services , Contribution Institutional Investment Association Retirement Research Council , Aggregator Roundtable , Think Tank , Retirement Research Council , Alliant Insurance , Strategic Retirement Partners , Keeper Roundtable , ஜான் கன்னிங்ஹாம் , டேரன் ஜினோ , ஜெஃப் கல்லன் , கூட்டணி காப்பீடு சேவைகள் , பங்களிப்பு நிறுவன முதலீடு சங்கம் ஓய்வு ஆராய்ச்சி சபை , சிந்தியுங்கள் தொட்டி , ஓய்வு ஆராய்ச்சி சபை , கூட்டணி காப்பீடு , மூலோபாய ஓய்வு கூட்டாளர்கள் , கீபர் வட்ட மேசை ,

DC aggregators are key to retirement system's success


DC aggregators are key to retirement system’s success
Consolidation in this business gives opportunities and challenges, guests at the RPA Convergence Roundtable and Think Tank said.
December 17, 2020
3
MINS
Advisers, with their focus on helping participants and improving coverage, are the human element needed to improve retirement security within a voluntary system.
There are three primary adviser or consultant market segments that serve defined-contribution plans:
1. Institutional investment consultants that focus on plans with more than $500 million in assets.
2. Advisers, registered investment advisers and those affiliated with traditional broker-dealers that focus on plans with $1 million to $25 million in assets.
3. Retirement plan advisers who are part of DC aggregators or have more than 50% of revenue from DC plans, focused on the $3 million to $250 million market ....

United States , Health Savings , Aggregator Roundtable , Think Tank , Health Savings Accounts , ஒன்றுபட்டது மாநிலங்களில் , ஆரோக்கியம் சேமிப்பு , சிந்தியுங்கள் தொட்டி , ஆரோக்கியம் சேமிப்பு கணக்குகள் ,