by Greg Snyder | Nov 30, 2021 | Advisor News, Advisors, General News
The small business PEP supports advisors using the Pershing custodial platform—easy to set up and serve. Waco, Texas, December 3, 2021 – July Business Services (JULY) announces Passport401k PEP, a cost-competitive Pooled Employer 401(k) Plan (PEP) and a SECURE...
by Greg Snyder | Nov 12, 2021 | Advisor Articles, Advisors
First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest evolution in the 401(k) marketplace and was made possible through the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. A PEP allows employers to...
by Natalie Harris | May 26, 2021 | Advisor Webinars, Advisors
Date: June 9th, 2021 Watch the Webinar Explore More...
by Greg Snyder | Mar 29, 2021 | Employee Articles, Employees
Over the past decade there has been a trend among states to create state-sponsored retirement plans. A move is underfoot in many states to mandate participation. 1 What is a State-Sponsored Retirement Plan? A state-sponsored retirement plan provides employees with a...
by Greg Snyder | Jan 13, 2021 | Advisor News, Advisors, Employer News, Employers, Retirement Plan Design
Over the past decade there has been a trend among states to create state-sponsored retirement plans. A move is underfoot in many states to mandate participation. 1 What is a State-Sponsored Retirement Plan? A state-sponsored retirement plan provides employees with a...
