SageView Advisory Group is collaborating with Transamerica to launch Integrity Pooled Solutions, which will offer both a 401(k) Retirement Plan Exchange and a Choice Pooled Employer Plan(PEP).
SageView will serve as the 3(38) investment manager and financial advisor for plans to join the Exchange or the PEP, while Transamerica Retirement Solutions will serve as the recordkeeper. Transamerica Fiduciary Services will be the Pooled Plan Provider (PPP), and TAG Resources will be the 3(16) plan administrator.
The Retirement Plan Exchange is for plans with under 100 employees who want to offer a cost-effective 401(k) plan with leading service providers while reducing costs, complexity, and fiduciary liability. Meanwhile, the Choice PEP is a solution for plans of any size looking to load off their fiduciary liability.
