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    • Home
    • About
    • Fiduciary Outsourcing
      • 3(16) Fiduciary
      • Named Fiduciary
      • Eligibility Tracking
      • 360 Payroll Bridge
      • ERISA SMART PLAN I.Q.
    • Cybersecurity & Fraud
    • Compliance Resolution
    • Contact us
ERISA SMART
  • Home
  • About
  • Fiduciary Outsourcing
    • 3(16) Fiduciary
    • Named Fiduciary
    • Eligibility Tracking
    • 360 Payroll Bridge
    • ERISA SMART PLAN I.Q.
  • Cybersecurity & Fraud
  • Compliance Resolution
  • Contact us

COMING SOON

What is the PEP Exchange?

A pooled employer reimagined that allows for fiduciary protections and plan simplicity with the added benefit of portability. 


The Concern With PEPs

Letter from the Congressional Ways and Means Committee

Download PDF

About The PEP Exchange

What is a PEP?

 A key feature of the SECURE Act is the establishment of Pooled Employer Plans (PEPs), which allow plan sponsors to pool their retirement resources with those of other employers and delegate most running-the-plan responsibilities to a third party. This has the potential to off load many of the day to day operations and mitigate a substantial amount of the risk associated with offering a retirement plan. 

How it Works


Pooled Employer Plan Due Diligence Reports

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Pooled Employer Plan Analytics

Available January 2021

The playbook has not even  been written yet! Are you prepared to undertake the requirements to select and monitor Pooled Employer Plan & its providers? Making the wrong choice can have dire consequences to you, your company and your participants. We are doing the research and due diligence so you can make a prudent decision on behalf of the participants you have a duty of loyalty to.

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