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Despite widespread popularity among workers, retirement plan benefits present a variety of challenges for the employers that offer them, often requiring a significant investment of money and manpower. Thanks to the introduction of Pooled Employer Plans (PEPs), businesses now have a simpler, more affordable option.
The Access PEP is helping employers reduce the cost, workload, and liability associated with offering a 401(k) benefit, all while providing a best-in-class investment lineup and the plan flexibility that businesses need. With a unique, unconflicted model that’s rooted in transparency, Access clients can be confident that their best interests will always be the top priority.
Eligible businesses could receive up to $16,500 in tax credits to offset, or even eliminate, plan startup costs.
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.
