What is a Pooled Employer Retirement Plan? Who can benefit from joining one? Find out from our brief video below that provides an overview of this type of retirement vehicle.
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Unraveling PEP Fee Disparity: Why Understanding the Details Matters
Pooled employer plans (PEPs) are a relatively new retirement savings vehicle that allow multiple unrelated employers to participate in a single retirement plan. By pooling resources, employers can leverage economies of scale typically reserved for larger employers and therefore many plans will find significant cost savings in switching to a PEP. However, there is a […]
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Why QDIA’s are a Key Differentiator Among PEP Plans in Today’s Market
Pooled Employer Plans (PEPs) are becoming increasingly popular in today’s defined contribution plan landscape. PEPs are multiple employer plans that allow otherwise unrelated businesses to band together to offer a retirement plan to their employees, sharing the expenses and offloading the administrative and investment burden. However, not all PEPs are created equal, and understanding the […]
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(Video) Pooled Employer Plans – Fiduciary Risk
How can Pooled Employer Plans reduce a company’s fiduciary risk? Check out the latest quick video from Tom Cassara and Michael Clark discussing pooled employer plans and what it could mean for you. Check Out Our Other Perspectives INVESTMENT ADVISOR: Investment advisory services are provided by Agilis Partners LLC, an investment advisor registered with the […]
INVESTMENT ADVISOR: Investment advisory services are provided by Agilis Partners LLC, an investment advisor registered with the US Securities and Exchange Commission.
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The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a guide to future performance. No representation, warranty, or undertaking, express or limited, is given as to the accuracy or completeness of the information or opinions contained in this document by Agilis Partners LLC or any of its partners or employees and no liability is accepted by such persons for the accuracy or completeness of any such information.