Retirement Plan Newsroom

The Platinum 401k CEO Promotes PEP Representation on ERISA Advisory Council

The Platinum 401k CEO and Founder Terrance Power lays out the argument to expand the USDOL's ERISA Advisory Council to include Pooled Employer Plan representation input- Linkedin March 2025

403(b) Pooled Employer Plans Have Arrived!

403(b) Pooled Employer Plans will change the industry forever! Will you be left behind? - Linkedin August 2023.

Voya Financial Launches 403(b) PEP

Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large non-profits and other 501(c)(3) tax-qualified entities across the country - PlanSponsor.com, July 2023.

First 403(b) pooled employer plan in U.S. taps Voya Financial as recordkeeper

The nation's first 403(b) pooled employer plan has selecte Voya financial as it's record keeper, Voya announced in a news release. - Pension & Investments, July 2023

First 403(b) Pooled Employer Plan Launches post SECURE 2.0

The Platinum 401k brings the first 403(b) program to market after SECURE 2.0 permits the nonprofit plans to maintain a PEP, with Voya as recordkeeper and LeafHouse Financial as 3(38) investment manager - 401kSpecialistMag.com July 2023

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

'Secure Retirement 403(b) Pooled Employer Plan,’ launched by The Platinum 401k, Inc., follows the passage of the SECURE 2.0 legislation permitting 403(b) PEPs - Voya Financial/Business Wire July 2023

The SECURE Act 2.0: The Most Impactful Provisions #12 — Multiple Employer 403(b) Plans

Timely article about the opportunities around 403(b) Pooled Employer Plans from Fred Reish.

Plan Sponsor Interest in Pooled Employer Plans Has Increased

The largest small employers may be the most interested - PlanAdviser.com May 2022

Who Will Be First with a Pooled Employer Plan?

As firms jostle for position in anticipation of the new market for pooled employer plans, one is racing ahead....Pensions & Investments, February 2020 (may require subscription)

Promote current deals

Running a holiday sale or weekly special? Definitely promote it here to get customers excited about getting a sweet deal.