Single Employer 401(k) vs. Pooled Employer Plan 401(k)
Negotiated Pricing
Dedicated Service Team
Dedicated Service Team
No need to go it alone. With a PEP, you get discounts similar to large plans—it's like getting bulk pricing.
Dedicated Service Team
Dedicated Service Team
Dedicated Service Team
You now have a team of carefully selected, highly experienced professionals who fully understand your plan, replacing the revolving door of Representatives.
Simplified Administration
Simplified Administration
Simplified Administration
No more stressing over whether you've sent the correct notices to employees or fully understood the 5500 filing after signing off. You can focus on managing payroll and running your business, while we handle the complexities of the administration.
Best-In-Class Investments
Simplified Administration
Simplified Administration
Unlike most single-employer plans, where you are responsible as a fiduciary for the plan investments, our PEP takes on all investment fiduciary duties (3-(38)). It chooses top-rated, best-in-class investments that avoid mutual fund companies' "Pay to Play."