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Retirement
August 25, 2026
For retirement plan advisors, the 3(16) fiduciary conversation is about more than outsourcing administrative work. It’s an opportunity to help clients manage fiduciary risk.
Sales Insights & Tools
August 11, 2026
Read about key factors employers should consider when evaluating and selecting a pooled plan provider.
Sales Insights & Tools
July 28, 2026
Introducing PEP Connect 403(b), our new full-service 403(b) PEP built to help advisors reduce administrative and fiduciary burden for nonprofit clients through one integrated, service-focused offering. Learn more about the key features and potential benefits of this new option.
Sales Insights & Tools
June 22, 2026
Some employers may be better candidates for a pooled employer plan than they realize. For retirement plan advisors, knowing what to look for can open the door to more strategic conversations — and more value for clients.
Get to Know The Standard
May 18, 2026
We’re excited to announce The Standard placed among the top 5 providers across four categories.
Sales Insights & Tools
March 3, 2026
Discover expert strategies top advisors use to guide employers into pooled employer plans and drive PEP adoption.
Sales Insights & Tools
December 11, 2025
What if you could help a client cut their retirement plan duties by more than half? That’s the power of a Pooled Employer Plan.
Sales Insights & Tools
November 24, 2025
Talk to small-business clients about a tax credit that can help them start a retirement plan.
Sales Insights & Tools
September 30, 2025
We’ve fact-checked five of the most common myths about PEPs to help you debunk them during your next client meeting.
Get to Know The Standard
September 10, 2025
Advisors have recognized The Standard as a top-five recordkeeper in the Mid-Market Category. See how we stand out in the annual NAPA Advisors’ Choice awards.