New From The Standard: A 403(b) PEP Built to Help Reduce Nonprofit Plan Complexity

The Standard is bringing advisors a new way to help nonprofit clients simplify 403(b) plan management.

Introducing PEP Connect 403(b), The Standard’s full-service ERISA 403(b) pooled employer plan designed to help reduce administrative and fiduciary burden through a more efficient plan structure.

Why consider this offering? The Standard brings key responsibilities together as pooled plan provider: plan sponsor, 3(16) fiduciary and recordkeeper — one integrated offering backed by a long-standing service focus.

What clients may gain:

• Less administrative and fiduciary burden for internal teams.
• More time to focus on employees and the organization’s mission.
• Potential audit savings:
  • Eligible adopting employers could save an average of $10,000–$18,000 per year versus a standard single-employer audit.¹

Additional features:

• Morningstar Investment Management LLC as 3(38) investment advisor; Reliance Trust as custodian.
• Morningstar-designed TargetAge Portfolios as the Qualified Default Investment Alternative, or QDIA.
• TargetPro-managed account portfolios from Stadion Money Management available as a participant opt-in.

PEP Connect 403(b) is more than a new product. It gives advisors a new way to help nonprofits question the status quo — and move to a simpler, service-focused model from The Standard.

Contact us to learn more.

Stadion Money Management, LLC ("Stadion") is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion, including fees, can be found in Stadion's ADV Part 2, which is available upon request. SMM-2607-25