Run your business, not your retirement plan.
Introducing the FDAbundance Pooled Employer Plan (PEP)*:
Customized, Fiduciary-Based, and Comprehensive 401k Retirement Program
Pooled Employer Plan Webinar
October 22 or October 29 | 11 a.m. EST
Ready for a simpler approach to your 401(k)?
Whether you’re looking to reduce the day-to-day work of managing your retirement plan or are tired of the time and expense that can come with an annual 401(k) audit, a Pooled Employer Plan may offer another option.
Join us for a short webinar to learn how PEPs work, how they differ from a traditional standalone 401(k), and what they could mean for your organization.
Choose the date that works for you and register today.
What is the FDAbundance PEP?
It is a customizable and fiduciary-based 401(k) for businesses with a focus on employee financial wellness and retirement outcomes. Reduces administrative time and work. Includes 3(16), 3(21), 3(38), and discretionary trustee services. No standalone plan audit. Ideal for businesses of any size.
What’s Included?
The FDAbundance PEP makes things easier for employers compared to standalone 401(k) plans. With a PEP, a Pooled Plan Provider takes care of fiduciary administrative tasks like plan compliance, distributions, loans, and 5500 filings. The FDAbundance PEP eliminates the individual plan audit, saving the company time and money. The PEP includes 3(16), 3(21), 3(38), and discretionary trustee services.
Spend more time focusing on your business and customers, not 401(k) compliance.
Book an Appointment
Discover how you can focus on your business while outsourcing your 401k retirement plan. Schedule a free consultation with Sarah Scruggs Reddell.
Get in Touch
Financial Designs has worked with privately-held companies and their retirement programs since 1977. We’ve experienced the introduction and evolution of 401(k)s, SIMPLE IRAs, 403(b)s, pension plans, and the changes in employer and employee retirement planning needs.
Ready to explore the world of Pooled Employer Plans (PEPs)? Provide your details below and we will get back to you shortly!