Skip to main content

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:

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.

Content Topics

More About Sales Insights & Tools

Jump back to top