Flexible Plan Design
needs of your business and participants.
Pooled Efficiency.
Custom Design.
While the administrative engine—like the audit, the investment lineup, and the tax filings—is standardized for efficiency, the features that impact your budget and your employees remain in your control.
YOU DECIDE:
Eligibility Requirements
Matching Formula
Vesting Schedules
Profit-Sharing Options
You retain the freedom to design
a benefit strategy that fits your
company’s culture and cash flow.
A Robust Menu of
Investment Options.
Access the same high-quality, low-cost investment options used by Fortune 500 companies.
Joining a PEP unlocks access to a wide variety of institutional-class investments, high-quality, low-cost funds that are typically out of reach for standalone plans. Your employees get a robust menu covering all major asset classes, professionally selected and monitored by an investment fiduciary to ensure diversity without the high fees.
Keep the control. Outsource the chaos.
Schedule a
complimentary
15-minute plan analysis
