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Escalon has partnered with Access Retirement Solutions to offer clients a simple, affordable way to save for retirement with the Access Pooled Employer Plan. Pooled employer plans, or PEPs, are a new type of 401(k) structure that allow unrelated employers to join the same retirement plan arrangement. PEPs leverage the group’s collective buying power to negotiate better pricing on investments and administrative services, giving you a large-company-quality retirement plan at a price any business can afford.
With Access, taking advantage of a PEP’s competitive pricing and administrative efficiencies doesn’t mean you have to settle for a one-size-fits-all plan. We offer a variety of flexible plan design options that meet the needs of most organizations, as well as a fully custom option, ensuring that every participating employer has a plan that’s tailor-made around their unique needs and business goals.
In addition, employers who don’t currently offer a plan could be eligible for up to $16,500 in tax credits to help offset, or in some even cases eliminate, plan startup costs.
Looking for information about your plan and participants?
Login to your Alerus Plan Sponsor dashboard and get all the details you will need:
Please contact us at 800-433-1685 or send an email info@alerus.com.
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.
@ 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.
