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Research & Insights
Pooled Employer Plans, or PEPs, are increasingly recognized for their benefits to both employers and advisors. A recent survey of employers found significant improvements in satisfaction with PEPs, showcasing their value in enhancing workplace environments and advisor-client relationships.
Guide
Gain access to online services for financial professionals.
May 7, 2026
We’ve enhanced our delivery process for large distribution checks to improve speed and reliability. Learn how this change benefits you and your clients.
Article
September 30, 2024
To ensure prompt processing of your new business applications, follow our specific mailing instructions and key steps. We accept applications via regular mail, overnight delivery, fax and email.
Article
July 9, 2024
How can employers find the right Pooled Plan Provider? Check out our newest white paper to learn more.
December 3, 2025
Starting Dec. 12, most in-force transactions can be completed through DocuSign — making processing faster, safer and paper-free.
Article
June 30, 2025
There’s nothing worse than a slowdown during the application process. The New Business Checklist helps keep the process running smoothly, for you and your clients. Make sure you’re using this handy tool.
Article
November 22, 2024
Do you want to grow your book of business? Talk to your small business clients about Accelerate and PEPs.
Product Information
Employers often look to advisors and third-party administrators for help with administrative duties. With support from us, you can reduce your clients’ workload, costs and risk.
New premium rates, new eApply Discount and increased Preferred Occupation Discount