Quarterly Report Explainer - Access Retirement Solutions

Quarterly Report Explainer

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Periodic Performance Report

This report provides a regular overview of your organization’s participation in the Access Pooled Employer Plan (PEP). It includes details on your plan’s participants, costs, and investment performance to help you monitor the plan effectively.

Participating Employer's Ongoing Residual Duty

While Access takes on significant fiduciary responsibilities, as an employer, you generally retain a baseline duty to ensure that we are performing our delegated duties prudently. This report is one tool to help you fulfill that responsibility.

Designated Investment Alternatives ("DIAs")

These are the various investment fund options made available to participants within the PEP. Your employees can choose from this list to build a portfolio that aligns with their retirement goals and risk tolerance.

About Us

Access Retirement Solutions was founded in 2020 by Heath Miller and Michael Halloran with a sole focus on delivering affordable, best-in-class retirement plan solutions to employers and empowering employees to achieve financial security. Access Retirement Solutions understands the concerns that come along with offering retirement plans – high fees, hidden costs, legal risk, administrative headaches and conflicts of interests – to name a few.

When the SECURE Act passed in December 2019, they wanted to take action – providing access to a meaningful retirement plan benefit to employers of all sizes designed to meet their unique needs in a simple, low-cost, transparent approach.

Gone are the days when employers lacked options when it came to providing quality retirement plan benefits to their employees – now there’s ACCESS.

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Contact

info@accessretirementsolutions.com

888.388.8627

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@ 2024 by Access Retirement Solutions.

All advisory services offered through Access Fiduciary Services, LLC a Massachusetts registered investment advisor. Access Retirement Solutions sells subscriptions to the Access PEP that is sponsored by Access Plans, LLC an affiliated entity. Access Plans, LLC has designated Access Fiduciary Services, LLC as the plan fiduciary responsible for providing investment advisory services to the Access PEP. Access Fiduciary Services is an affiliated entity of Access Retirement Solutions and Access Plans, LLC. Employers who enroll in the Access PEP will have no discretion to designate the Plan Sponsor or Fiduciary.

Access Retirement Plans, LLC nor its affiliates receive any compensation from the Access PEP. All compensation for services provided to the Access PEP are charged on a subscription basis to the participating employer.