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Newport
FuturePlan
Provident Trust Group
- Largest independent provider of tax-advantaged savings and strategic technology partnerships.
  
  Leading provider of nonqualified deferred compensation, institutional insurance solutions (BOLI/COLI), and consulting services.
  
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  Leading national TPA provider delivering retirement plan administration, fiduciary compliance, and actuarial and consulting services.
  
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  Self-directed IRA Custodian specializing in alternative investments, supporting a variety of retirement accounts.
  
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SEC Issues Staff Statement Regarding Pooled Employer Plans

The Securities and Exchange Commission (SEC) has issued a staff interpretation that addresses the use of collective investment trusts (CITs) in pooled employer plans (PEPs).

May 05 2026

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Defined benefit plan, defined contribution plan, IRA

SEC Issues Staff Statement Regarding Pooled Employer Plans