Discover Why We’re The Right Choice
Proven solutions, outstanding
benefits for you.
If you’re a retirement plan sponsor or HR professional administrating your organization’s retirement plan, you know how big of a cost it is to your team in terms of administrative hours and lost opportunities to your core responsibilities to administrate your 403(b) plan. Our PEP is uniquely designed to alleviate many of these costs as well as provide enhanced fiduciary risk management to individual plan committee members.
Organizations of all sizes stand to benefit from joining The 403(b) PEP. Larger organizations with retirement plans that can be more susceptible to scrutiny find security in sharing fiduciary responsibility with experienced professionals and accessing robust service providers that can reduce administrative demands. Smaller organizations benefit from sizeable cost savings by accessing a plan that provides the features of a large plan through dividing the costs among participating organizations.
By joining our Pooled Employer Plan, you’ll have access to an experienced team of investment analysts, retirement consultants, and client service agents dedicated to answering your questions. You’ll also have access to the latest in recordkeeping reporting technology through Voya’s service portal. Finally, you’ll enjoy the peace of mind of working with a professional plan administrator who will take care of the documentation required by the IRS while also providing your participants with superior education resources, and dedicated customer care.
Who We Are
Our PEP is the product of an abundant collaboration between 3 retirement plan industry leaders. Joining The 403(b) PEP means you’ll be receiving the combined advantages of the preeminent recordkeeping service provider Voya, the comprehensive benefits provider National Benefits Services, and the powerhouse investment management team of PlanPILOT to enhance your plan’s growth potential.
Our combined goal is to foster financial well-being through expertly managed, workforce-centered pooled retirement plans.
What We Believe
We at The 403(b) PEP believe that plan administrators work hard no matter what industry or company size they represent. We believe in providing the convenience and features of a large plan to workforces of all sizes. Most importantly, we believe that your plan shouldn’t have to jump through hoops to be influential in the marketplace.
How Your Workforce Benefits
The 403(b) PEP plan offers a number of features of larger plans at a fraction of the cost. Through joining The 403(b) PEP, plan sponsors will be able to provide employers improved adaptability to all participants including defined matching, eligibility, and vesting provisions. Participants will be able to select from both pre-tax and Roth contribution options.
Our Advantage
We provide a diverse selection of investment options, including target-date funds, index funds, actively managed strategies, and access to broader market opportunities, ensuring a comprehensive approach to meet varying participant needs and objectives.
Click here to learn more about Our Investment Difference.
Want to learn more about what makes a great PEP?
View the PEP Assessment Tool provided by the Third Party Administrator of The 403(b) PEP to understand the key elements needed to make a comprehensive assessment of a Pooled Employer Plan, and learn why The 403(b) PEP is a standout choice for your retirement plan.
Ready to learn more?
Contact us today.
The specialists at the 403(b) PEP are happy to answer your questions. Click below to fill out our form, and one of our experienced consultants will be in touch with you soon.