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THE FUTURE OF 401(k) PLANS IS HERE

Pooled Employer Plans (PEPs)

2019 SECURE ACT

After the passage of the 2019 SECURE Act, a new way to form 401(k) plans beginning in 2021 was created: 

Pooled Employer Plans (PEPs). 

Through the AlphaOmega Pooled Employer Plan, participating firms can receive:
 

  • Economies of scale

     

  • ​Administrative Efficiency

     

  • Reduced Fees

BENEFITS FOR ALL

Cookie-Cutter retirement plans are everywhere, but not here. 

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By leveraging a custom-built plan, your company can:​

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  • Fully utilize available tax deductions

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  • Increase employee investment performance

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  • Free up firm resources

PLAN SPECIALIZATION

LIABILITY REDUCTION

GOODBYE HR NIGHTMARES

Is your company signing off on their own Form 5500 and thus incurring §3(16) Administrative Fiduciary liability?​

This is one of the many functions the AlphaOmega PEP takes off your plate.

Learn More:

§3(16) Administrative Fiduciary

§3(38) Investment Management Fiduciary

RETIREMENT PLAN COMPARISON

How do we stack up?

Get in Touch

Thank You!

CONTACT US

402-413-1299

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Lincoln, NE, USA

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info@wealthao.com

AlphaOmega Wealth Management, LLC (“AOWM”) is a registered investment advisor offering advisory services in the State(s) of Nebraska and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AOWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AOWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Hyperlink Disclosure

 

The information being provided is strict as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

 

AlphaOmega Wealth Management, LLC (“AOWM”) is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website.

 

When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. 

 

AOWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AOWM’s web site or incorporated herein, and takes no responsibility thereof. 

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