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.* 

As a leader in the PEP industry supporting more than 80 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.

Jeff Atwell, Senior VP of Fiduciary Services, and Brian Lenz, Chief Sales Officer, recently sat down to outline the various entry points into PEPs and the broad flexibility available within the PEP landscape. You can view the deck here, and use the button below to watch the webinar recording.

*Source: RLF 2024 Pooled Plan Survey