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Pooled Employer Plans (PEP) Thumbnail

Pooled Employer Plans (PEP)

401(k) Business Owner Planning Financial Planning Investment Management Investments Plan Sponsors Qualified Plans Retirement Funding Tax Strategies Wealth in Waves Wealth Management


Josh Null and Will Steih of Gulf Coast Financial Advisors discuss Pooled Employer Plans, commonly known as a “PEP”. A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base. Will and Josh discuss how the SECURE Act made certain rule changes designed to make PEPs more attractive to small business owners, as well as giving more flexibility in the types of companies that associate in a pool. Will and Josh also discuss how their connection to Qualified Plan Advisors gives them access to a Pooled Plan Provider, sometimes referred to as a “P3”. 

If you would like to continue the conversation with Josh and Will about Pooled Employer Plans, please make an appointment on our website at https://gulfcoastfa.com/, or feel free to call 251-327-2124 or email jnull@gulfcoastfa.com.