Resources to Help You Meet Your PEP Sales Goal

Is selling more Pooled Employer Plans, or PEPs, a goal in your 2024 business plan?

We have ready-made materials that can help you reach that goal.

Companies of all sizes can appreciate this efficient and cost-effective recordkeeping solution. A PEP works by allowing your clients to outsource tasks like regulatory filings and plan audits to experienced retirement professionals. Employers who join a PEP can lessen the amount of staff time and resources spent on plan management, compliance and governance.

Preparing for a PEP talk is easy when you start with these resources:

• For a comprehensive look at the history of PEPs, possible plan structures and employer candidates, read the Pooled Employer Plans white paper.
• To explore features and options for PEPs, check out Flexible Plan Design for Pooled Employer Plans.
• Looking for a quick comparison of four types of retirement plans? Scan the Retirement Plan — Structure Comparison.

When it comes to PEPs, we have the information you and your clients need to determine if this is the right retirement plan option. Want to learn more? Contact your representative at The Standard.