Pooled Employer Plan – A Complete 401(k) Solution for SMBs

A retirement plan that will set your company apart from the rest.
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Empower your employees to save for retirement and live a richer life.
Startups and smaller firms can free up their time, gain fiduciary protection, and boost employee recruitment and retention with a pooled employer plan (PEP).

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.

Best-in-Class Investments

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

We consistently hear three things from clients about their experience.
  • Responsive customer service
  • A sustainable, easy-to-understand investment philosophy
  • Happier employees

Speak with a Retirement Plan Advisor

Whether you have a specific question or you’re interested in learning more about our retirement plan services for small businesses, we’d love to hear from you.