Is a Pooled Employer Plan Right for You?

Managing a retirement plan often requires significant time and attention from HR, Finance, and leadership teams. Our 401(k) PEP Fit Checklist helps employers evaluate whether a Pooled Employer Plan (PEP) may help reduce administrative complexity, lessen audit and fiduciary burdens, and create a simpler way to manage a retirement plan.

Reduce Administrative Burden

Simplify retirement plan administration.

Reduce Audit
Burden

Shift audit responsibilities and costs to the PEP.

Reduce Fiduciary Burden

Shift key fiduciary responsibilities to specialists.