PEP-RFP 'GUIDED' for RIAs and Advisors

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Save during PEP-RFP 'Guided' Special Intro Pricing

How does PEP-RFP.com ‘Guided' work?

PEP-RFP.com ‘Guided’ is designed to guide potential adopting employers and their plan advisors in selecting the best Pooled Employer Plan candidates from the more than 100 registered PEPs available. We will search our comprehensive data bases for just the right PEP options that match the specific needs of the adopting employer. 

Here is how the process works:

1. Step #1. PEP-RFP.com conducts initial consultation. 
2. Step #2. Employer completes Questionnaire. 
3. Step #3. PEP-RFP.com conducts forensic analysis .
4. Step #4. PEP-RFP.com submits a written report.
5. Step #5.  PEP-RFP.com schedules virtual calls with PEP finalists.
6. Step #6.  PEP-RFP.com ensures positive outcomes.  

Download the complete Terms of Engagement here: