Post a Job

Featured Jobs

Relationship Manager - Defined Contributions

Daybright Financial
(Remote)

Daybright Financial logo

Client Service Executive: Employee Benefits Consulting

Global Employee Benefits Consulting Firm
(Atlanta GA / AL / AR / CT / DC / DE / FL / KY / LA / MA / MD / ME / MI / MS / NC / NH / NJ / NY / OH / PA / RI / SC / TN / VA / VT / WV / Hybrid)

Senior Account Manager

Daybright Financial
(Remote)

Daybright Financial logo

Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Woodbury NY)

Heritage Pension Advisors, Inc. logo

ERISA Attorney

BLG PLLC
(Remote)

BLG PLLC logo

Plan Document Support Specialist

ASC Actuarial Systems Corporation
(Remote)

ASC Actuarial Systems Corporation logo

View More Employee Benefits Jobs

Free Publications

LinkedIn icon     Twitter icon     Facebook icon

The SEC Cracks a Window for PEPs
American Retirement Association [ARA] Link to more items from this source
[Guidance Overview]
May 6, 2026

"[The SEC Staff Statement] acknowledges that PEPs were intended to fit within the framework that allows retirement plan trusts to avoid being treated as investment companies -- and says that while they don't fit neatly in the single trust exemption, the staff won't object if an otherwise compliant ERISA-covered PEP treats itself as a single trust.... The SEC essentially signals that while the exemption doesn't quite fit, they aren't looking for PEPs to start registering. In other words, the rule didn't change -- but the SEC just made it usable for PEPs."  MORE >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).