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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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Compass
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Retirement Plan Administration Consultant Blue Ridge Associates
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Mergers & Acquisition Specialist Compass
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BPAS
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BPAS
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July Business Services
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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Southern Pension Services
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Retirement Plan Consultants
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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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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