A Pooled Employer Plan (PEP) is a 401(k) solution where many different companies—primarily small- to medium-sized businesses —participate in a master plan, offering a tailored retirement strategy at the adopting employer level. There is no need to have a common “nexus” as there is in a Multiple Employer Plan (MEP), broadening the scope for any participating employer.
This approach not only fosters a community of financial security but also reduces the administrative burden, making it a valuable retirement planning vehicle for small businesses.
As an adopting employer, you’ll tap into the shared strengths of pooled employer plans, leveraging economies of scale for reduced fiduciary liability and administrative burden. This collaboration translates to cost savings and access to top-tier retirement plan management resources.
A PEP levels the playing field, allowing small businesses and professional employer organizations alike to offer competitive, high-quality employee benefits. Your business can benefit from the financial wellness that comes with a comprehensive retirement savings plan, without the traditional 401(k) costs and complexities.
Joining a Pooled Employer Plan means not just sharing in the economies of scale but also in the expertise of seasoned plan sponsors and service providers. This collective effort contributes to the financial wellness of your workforce, positioning your business as a desirable place for talented individuals looking for robust retirement benefits and a secure future.
Manage your account and investments from wherever life takes you.
Create a clear path to your retirement goals with a customized savings plan built entirely online.
Everything you need to manage your individual account or an entire plan online.
We love working with financial advisors. Learn more about the benefits of partnering with us.
Everything you need to know about the benefits of offering a 401(k) to your employees.
Technology is at the forefront of everything we do. Our tools make managing money easier.
Advisory services provided by Slavic Mutual Funds Management Corporation, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training on the part of SMF or its representatives. Administration and record-keeping services are offered through Slavic Integrated Administration. Both entities are collectively referred to as “Slavic401k.”
No content published throughout this site should be considered by the reader to constitute any type of investment advice. It is not the intention of Slavic401k nor should the reader assume that any reference herein to any particular investment, asset mix, security, portfolio of securities, transaction or investment strategy should be construed as investment advice. To the extent any of the content published as part of the Services may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Any specific questions that you might have concerning your individual investment decisions should be addressed to your personal investment advisor. Moreover, nothing herein should be considered as legal or tax advice. If you have any questions or concerns relative thereto, you should consult a qualified professional.
For more details on Slavic Mutual Funds Management Corporation, see our About Us page. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Neither diversification nor asset allocation ensure a profit or guarantee against a loss.
