There's a smarter way to save for retirement -
All you need is ACCESS

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.

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Meet the future of retirement savings plans

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.

Find out how the Access PEP can help your business

Does your business currently offer a retirement plan?
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Pooled Employer Retirement Plans

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Looking for information about your plan and participants?

Login to your Alerus Plan Sponsor dashboard and get all the details you will need:

  • Plan Documents and Summary Plan Description
  • Plan Summary Information
  • Plan Balances and Participant Balances
  • Investment Profiles and Return Information
  • On-Demand Participant Statements and Other Reports
  • Plan Specific Forms
  • Detailed Transaction History

Still have questions?

Please contact us at 800-433-1685 or send an email