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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. 

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!

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