emergencyBreaking NewsKim Tucker Tremblay’s Boston Marathon Run Targets $9,000 for Hopkinton Emergency FundMortgage Rates Dip as Global Tensions Ease, but 'Lock-In' Effect Inhibits RefinancingA three-month extension on margin rule compliance could prevent forced sell-offs in Bangladesh’s distressed marketFundstrat Predicts S&P 500 Target of 7,300 as Sector Repricing Limits Pullback DepthStrong corporate earnings and investor skepticism keep markets from collapsing during Middle East crisisKim Tucker Tremblay’s Boston Marathon Run Targets $9,000 for Hopkinton Emergency FundMortgage Rates Dip as Global Tensions Ease, but 'Lock-In' Effect Inhibits RefinancingA three-month extension on margin rule compliance could prevent forced sell-offs in Bangladesh’s distressed marketFundstrat Predicts S&P 500 Target of 7,300 as Sector Repricing Limits Pullback DepthStrong corporate earnings and investor skepticism keep markets from collapsing during Middle East crisis
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Home/Briefs/retirement plans
BriefApril 9, 2026 · 08:27 PM

Equitable's New 403(b) PEP Shifts Fiduciary Risk Away from Nonprofits

Nonprofit organizations can now reduce administrative tasks including compliance and reporting and protect themselves from fiduciary risk. This is enabled by the Equitable Retirement Access ERISA 403(b) pooled employer plan (PEP), which allows a group of unrelated nonprofits to pool their employees' retirement funds into a single plan managed by a third-party provider. The offering is available through the the Equitable Retirement Vision platform for nonprofits establishing a new 403(b) plan or transitioning from an existing provider. Nonprofit employees gain access to retirement plan benefits. Only 21% of nonprofits currently provide retirement benefits to their employees.

Charlie Covington
retirement plansfiduciary responsibilitynonprofit management

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