Pooled Employer Plan – A Complete 401(k) Solution for SMBs
Ease your administrative and fiduciary burden while delivering peace of mind to employees in search of greater financial wellbeing.
A Real-Life Partner at Your Side
As an ERISA 3(38) investment manager, we reduce your liability and provide an extra layer of legal protection by taking on investment selection, monitoring, and replacement within your retirement plan.
Stand Out in the Marketplace for Talent
Comprehensive retirement benefits act as a competitive advantage in recruiting employees and keeping them on your team long-term.
We focus on protecting and maximizing retirement savings, backed by investment options that minimize plan costs and provide fee transparency. It’s the same robust investment lineup that we offer to our own team.
Drive Employee Wellbeing
Financial stress can impact employees’ productivity and their personal lives. Our PEP solution delivers ongoing employee education and on-demand support from dedicated financial advisors.
Onboarding Without the Hassle
You will have flexibility to select options for employer match, eligibility, and vesting. Our team of experts will help guide you through setup and implementation in 30-45 days.
Don't Take Our Word for It
- Responsive customer service
- A sustainable, easy-to-understand investment philosophy
- Happier employees