403(b) Pooled Employer Plans will change the industry forever! Will you be left behind? - Linkedin August 2023.
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.
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
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
'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
Timely article about the opportunities around 403(b) Pooled Employer Plans from Fred Reish.
The largest small employers may be the most interested - PlanAdviser.com May 2022
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)
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