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Spectrum Pension Consultants (part of Daybright Financial)
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Nova 401(k) Associates
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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EPIC RPS
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Independent Retirement
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Stones River Consulting
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Internal Channel Sales Team Lead July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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PEPs Gaining Ground, But One Size May Not Fit All
FiduciaryAdvisors LLC 
Nov. 12, 2025 "While the ongoing evolution and adoption of PEPs is worth monitoring, the trade-offs in flexibility, governance, and investment access may in some cases outweigh the benefits of a more tailored and flexible structure. Employers, for example, can also ease fiduciary burdens and lower costs through options like hiring a 3(38) investment manager, adding a 3(16) plan administrator, or incorporating CITs into their lineup — without needing to join a PEP." MORE >> |
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