Single Employer 401(k) vs. Pooled Employer Plan 401(k)

No need to wonder if you have the "best" price. Rest assured, you do.

You now have a team of carefully chosen, highly experienced professionals who understand your plan completely, instead of the revolving door of Representatives.

  No more stressing about whether you've sent the correct notices to employees or fully understood the 5500 filing after signing off. You can concentrate on managing payroll and operating your business, while we handle the complexities of the administration.

  Unlike most single-employer plans, where you are responsible as a fiduciary for the plan investments, our PEP assumes all investment fiduciary responsibilities (3-(38)). It selects top-rated, best-in-class investments that avoid mutual fund companies' "Pay to Play."