Our Core Philosophy
It's All in the Name.
We don't overcomplicate it. We focus on the three things that actually matter for a successful retirement plan.
People
The ParticipantsERISA mandates that the plan exists for them. We help your plan actually serve the people it was built for—your employees.
Process
The PEP ModelEfficiency, risk reduction, and fiduciary oversight. Our Pooled Employer Plan provides a disciplined framework that mitigates liability and drives operational excellence.
In Partnership With
Purpose
Retain. Reward. Retire.To retain top talent, reward their hard work, and help them retire.
Simplify your 401k today.
Let us handle the Process so you can focus on your People and Purpose.
The Solution
A Pooled Employer Plan (PEP)
A PEP allows unrelated businesses to participate in a single retirement plan. We simplify the complex, allowing you to focus on your business while we handle the retirement plan.
Give Us Your Fiduciary Liability
You hire us to take your place. We serve as the 402(a) Named Fiduciary. We partner with Ascensus as the 3(16) Plan Administrator and Recordkeeper, and Envestnet ERS as the 3(38) Investment Manager.
Economies of Scale
Together we can do more than you can do on your own. By pooling resources, we unlock efficiencies and opportunities that are difficult to achieve apart.
Reduced Audit Costs
Most adopting employers in a PEP do not need a separate plan audit, saving you thousands of dollars and countless hours every year.
Are You at Risk?
Take this 30-second quiz to evaluate your fiduciary liability exposure.
Get in Touch
Let's Talk Purpose.
Our team is here to help you Make 401ks Great Again.
Call Us
205-601-3377
Visit Us
2030 Shady Crest Drive
Hoover, AL 35216