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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

Enough Said

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!

KEY SERVICES

01

Design a retirement plan that aims to optimize benefits and improve overall plan health

02

Help manage fiduciary risk

03

Regularly review plan fees and expenses against benchmarks

04

Offer diverse investment options that fit your plan's objectives

05

Tailor participant wellness, education, and advice programs for your workforce

06

Serve as a valuable resource for your benefits team and employees

WHAT'S NEXT?

Talk with one of our team members to weigh the pros and cons of this benefit solution and understand if it makes sense for your business.   

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