Unlock new client opportunities with pooled employer plans (PEPs)

Image: Unlock new client opportunities with pooled employer plans (PEPs)

Looking for ways to efficiently scale your retirement plan business? Talk to clients about the advantages of a pooled employer plan (PEP) solution.

The SECURE 2.0 Act expands on a popular PEP provision in the SECURE Act of 2019, allowing even more employers to connect with other plan sponsors for economies of scale. PEPs have helped thousands of groups pool costs, simplify administration, and protect against risk by offloading many fiduciary responsibilities.

PEPs are good news for you, too. Recommending a PEP can be an effective way to grow your retirement business through a streamlined plan option many employers are asking about and adopting.

  • If you’re new to PEPs or don’t typically focus on the employer retirement space, brush up on the basics with our overview flyer.
  • When you’re set to dive deeper into the benefits, advantages, and recent research on the overall market opportunity, download our white paper.

Ready to start selling?

Ascensus, through its subsidiaries, offers a bundled, turnkey PEP solution that includes recordkeeping, administration, integrated 3(38) investment management, integrated trust and custody services, payroll contribution tracking and integration, and 3(16) services.

Learn more and compare PEP responsibilities for pooled plan providers, advisors, and adopting employers versus a traditional standalone plan in the Secure Retirement PEP flyer—and share this with your clients to show them how a PEP can simplify their administration and overall experience.

We also offer solutions for advisor groups looking to transition their block of plans to a more efficient, cost-effective product and platform. Connect with your RVP for more information.

The trend is clear: A growing number of employers are exploring and adopting pooled retirement plans. By working with Ascensus, you’ll be up to speed and well prepared with solutions to address their needs.


Let's make a plan. Learn more about Ascensus PEPs