What’s Your PEP Strategy?

September 9, 2025

PEPs are no longer a novelty — they’re a growing part of the retirement plan landscape, with 86% of the nation’s leading recordkeepers reporting moderate to very significant growth of their PEPs in the last three years.*

Whether you’re supporting them, competing with them or building your own, you need a clear PEP strategy to stay competitive. And it’s important to know, there are many points of entry into and significant flexibility within the PEP world.

As a leader in the PEP industry supporting more than 75 PEPs, we’re more than just a pooled plan provider — we’re a full-service PEP partner. In addition to administering the plan, we can help coordinate the other essential players, including the recordkeeper and 3(38) investment manager, to deliver a seamless retirement solution.

We invite you to join us for a webinar Thursday, Sept. 25 from 2 to 3 p.m. ET to hear from Jeff Atwell, Senior VP of Fiduciary Services, and Brian Lenz, Chief Sales Officer, about how AmericanTCS can support your PEP strategy regardless of what approach you take.

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