top of page
Two professionals smiling.png

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. 

​

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

​

  • Fully utilize available tax deductions

​

  • Increase employee investment performance

​

  • 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
bottom of page