Access opens the door to every employer and employee

The SECURE Act, which became effective on January 1, 2021, allows unrelated employers to offer retirement benefits to their employees through newly created arrangements called Pooled Employer Plans (PEPs). Access Retirement Solutions (Access) saw a unique opportunity to improve upon the PEP model and developed a proprietary retirement plan solution with a sole focus on delivering affordable, best-in-class retirement plan solutions to employers and empowering employees to achieve financial security.

With Access
Without Access
Employee Retirement Benefits - with Assess

The Access team is led by industry experts with nearly four decades of combined experience. They’ve partnered with some of the best in the industry to deliver 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 for providing quality retirement plan benefits to their employees – now there’s ACCESS.

Access propriety PEP model

Access provides a series of simple low-cost 401(k) retirement plan PEPs in an unconflicted structure designed to dramatically improve efficiency and reduce administrative and investment costs.

As a complete retirement solution provider, Access provides employers with one point of contact and removes the headaches of offering a 401(k) retirement plan benefit.

We handle it all with a cost efficient, transparent model:

  • Selecting the fiduciary service providers for the PEP – the Pooled Plan Provider (PPP), trustee and Investment Manager.
  • Selecting, monitoring and replacing the designated investment alternatives available to plan participants.
  • Monitoring and ensuring that the costs and services provided to the PEP by the PPP, trustee, and any other vendors or service providers are necessary and that the fees associated with the services are reasonable.
  • Providing reporting to participating employers to demonstrate that all monitoring activities have occurred. 

Simple, flexible, cost efficient with reduced employer liability and workload

  • Access to a retirement benefit with a flexible design
  • Subscription-based approach for economical pricing and maximizing tax credits
  • Completely unconflicted product model
Employee Retirement Benefits - Flow Chart

Have questions? We’ve got answers.

Check out our FAQs to up your PEP knowledge.