Pooled Employer Plans: Investment Lineups & Offerings

Article July 29, 2022 Pooled Employer Plans: Investment Lineups & Offerings Written by Tom Cassara Alec Constanza Share In our prior Pooled Employer Plan (PEPs) articles, we covered the contrasts in certain plan designs and the flexibilities or constraints that PEP providers may offer. This article will focus on characteristics within a PEP’s investment lineup…

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Pooled employer plan design: Flexibility vs Mandates

Article June 27, 2022 Pooled employer plan design: Flexibility vs Mandates Written by Tom Cassara Michael Clark Share This is another article in our series on Pooled Employer Plans (PEPs). In prior articles we’ve looked at PEPs from a high level and we’ve also discussed the various fee arrangements offered by PEPs. In this article…

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Pooled employer plan fee arrangements

Article June 16, 2022 Pooled employer plan fee arrangements Written by Tom Cassara Mike Lynch Share This is another article in our series on Pooled Employer Plans (PEPs) – click here for an introduction to PEPs. The goal of one of the provisions in the bill that allowed for PEPs was to encourage employers that…

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Why you need to know and understand pooled employer plans

Article May 31, 2022 Why you need to know and understand pooled employer plans Written by Tom Cassara Share With the passage of the SECURE Act in late 2019, there has been a lot written about the benefits of Pooled Employer Plans (PEP) for plan sponsors and their participants. These benefits include items such as…

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Navigating a Frozen Plan to Termination

Article January 5, 2022 Navigating a Frozen Plan to Termination Written by Vaidehi Hoyer Tom Cassara Share Pension plan terminations are on the rise.  Strong portfolio performance, strong corporate balance sheets and rising interest rates have contributed to many plan sponsors of frozen pension plans to either consider or implement a full termination. Through our…

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Alternatives to traditional pension de-risking

Article October 8, 2021 Alternatives to traditional pension de-risking Written by Tom Cassara Share Are you looking to further de-risk your defined benefit pension plan, while improving the bottom line at the same time?  If so, in this note we explore de-risking ideas that are potentially more profitable than simply shifting assets from equities to…

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Creative ideas for managing pension plan risk

Article September 14, 2021 Creative ideas for managing pension plan risk Written by Tom Cassara Michael Clark Share The past couple of years have been very interesting times for US pension plan sponsors.  Obviously, the global pandemic and its effect on the economy has been the most impactful. We’ve also had new pension legislation as…

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