RIAs and ADVISORS: SIGN UP FOR OUR PEP CERTIFICATION PROGRAM
Plan Advisors
Plan Advisors
Plan Advisors
Advisors have an obligation to assist potential adopting employers is selecting the best PEP option for their plan participants. This provides an enormous opportunity for advisors.
Plan Sponsors
Plan Advisors
Plan Advisors
Pooled Employer Plans may be a great plan option for plan sponsors looking to reduce their administrative and fiduciary burdens.
Hello
Welcome
We believe the current RFP process is antiquated and inefficient. Plan advisors and employers can shop ALL registered Pooled Plan Providers and Pooled Employer Plans without sending one RFP.
Check out PEP-RFP 'Guided'
PEP Certification Program for RIAs & Advisors
PEP training & certification workshops for RIA firms and plan advisors