POOLED EMPLOYER PLANS
Introducing the XXXXXX. A Pooled Employer Plan designed to ease your administrative burdens and help employees retire right.
BENEFITS OF A PEP
A Pooled Employer Plan (PEP) allows employers to pool their retirement assets together into one retirement plan and delegate most plan responsibilities to a third-party.
Through a PEP, employers are achieving economies of scale, simplifying their responsibilities, and eliminating the need for an individual plan audit.
Assurance that fiduciary responsibilities are met and the plan is compliant
Insert sigh of relief
Limited employer involvement
More time to focus on your business
Flexible Plan Design
Have it your way!
Eliminate Individual Plan Audit
No one likes an audit
Access to cost-efficient investment options
Who doesn't like a good deal?
Achieve Economies of Scale
THE EMPLOYEE EXPERIENCE
It’s business as usual for your participants. We take the confusion of a “PEP” out of employee-facing materials. All branding and communication to your employees will be around your organization and the XXXX. Participants contribute to a plan that makes sense to them, while you save time and money. Great work!
Design a retirement plan that aims to optimize benefits and improve overall plan health
Help manage fiduciary risk
Regularly review plan fees and expenses against benchmarks
Offer diverse investment options that fit your plan's objectives
Tailor participant wellness, education, and advice programs for your workforce
Serve as a valuable resource for your benefits team and employees