Skip to content

Menu

Published By Toth Law & Toth Consulting
HomeBioOur ServicesContact
Search
Close

The Business of Benefits

Making Sense of Retirement Plan Layers and Complexities

Separate Accounts

Subscribe to Separate Accounts

Variable “Pooled Separate Accounts” Have the Ability to Competitively Provide Scale

By Robert Toth on August 1, 2017
Posted in Fiduciary Issues, Multiple Employer Plans, Separate Accounts

One of the most unique, flexible, and underutilized investment platforms in the 401(a) marketplace is the insurance company variable “pooled separate account” (the “PSA”). It may be the least understood investment platform, being buried in group annuity contracts….Why they are worth a look is because of the current discussions on MEPs and their alternatives, and the growing popularity of collective trusts. (They) can give plans access to well-priced investments, along with access to large numbers of unrelated funds and fund managers, which otherwise would not be available to them. …
Continue Reading Variable “Pooled Separate Accounts” Have the Ability to Competitively Provide Scale

More Resources
Podcasts

Firm Focus

Toth Law and Applied Pension Professionals support service providers who develop, distribute and maintain retirement plan products and services, as well as fiduciaries, boards, plan sponsors and individuals using these products. We provide unbiased advice related to complex product issues, ongoing administration and process improvement, and plan corrections.

Stay Connected

Subscribe via RSS Subscribe via RSS
Bob Toth on LinkedIn Bob Toth on LinkedIn
Conni Toth on LinkedIn Conni Toth on LinkedIn
Photo of Robert TothRobert TothPrincipal

Bob Toth has more than 35 years of experience in employee benefits law. His practice focuses on the design, administration and distribution of financial products…

Bob Toth has more than 35 years of experience in employee benefits law. His practice focuses on the design, administration and distribution of financial products and services for retirement plans.

Show more Show less
Photo of Conni TothConni TothManaging Pension Consultant

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial…

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial services industry.

Show more Show less

Topics

Archives

Recent Posts

  • The Hidden Importance of Plan Administration in Time of Tragedy
  • Pooled Employer Plans Are Nearly Upon Us: A Review of the Glossary May Help With Your Assessment
  • The DOL’s Final ESG Investment Rules May Force Reassessment of “Church Plan Status” for Some Organizations
  • Remember, Some Sorts of Compensation Is Flat Out Illegal, Not Just “Prohibited”
  • The IRS’s New 457(b) Resource Guides on Non-Compliance
Law Office of Robert J. Toth, Jr., LLC
110 W. Berry, Ste 2106
Fort Wayne, IN 46802
Phone: (260) 387-6827
Fax: (260) 387-7485
Email: rjt@rtothlaw.com
Subscribe via RSS Bob Toth on LinkedIn Conni Toth on LinkedIn
Privacy PolicyDisclaimer
Copyright © 2021, Toth Law. All Rights Reserved.
Powered By LexBlog