888.388.8627

888.388.8627

Simple, affordable, transparent pricing

With clear pricing models and no hidden fees, employers know exactly what they’re paying and, more importantly, what they’re paying for. Plus, the Access PEP model is designed to maximize tax credits. Time and cost are often concerns for employers when deciding to offer a retirement plan benefit. Access has them covered – we offer predictable, low-cost subscription-based fees charged directly to employers. And we make it easy by managing, administering and auditing the plan for employers.

One time setup fees:

  • Zero one time set up fees for 3(38) investment management and trustee services
  • Flat one time set up fee for Pooled Plan Provider

Quarterly fees:

  • Based on participating employer’s asset level and participating number of employees

Annual administrative base fee

Access PEP provides:

  • Turnkey 401(k)
  • Plan administration services
  • Record keeping services
  • Custodial services
  • Trustee services
  • ERISA 3(16) fiduciary oversight
  • ERISA 3(38) investment advisory services
  • Investment advisory and management
  • Full-service monitoring of investments performance and cost
  • Best in class investment offerings
  • Full compliance and legal oversight
  • Employee onboarding
  • Employee and employer online experience
  • Employee and employer contact support

Get your retirement plan price

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Check out how cost-effective your 401(k) plan can be

Employers could be eligible for tax credits that may fully offset the cost of participating in an Access PEP retirement plan.

Small businesses offering a 401(k) retirement plan may be able to receive up to $5000 in tax credits annually plus an added $500 tax credit for utilizing automatic enrollment during the first three years a plan is active. This credit may exceed the annual subscription fee that is charged by Access to employers that wish to participate in an Access PEP.

Access Pooled Employer Plans

Let’s talk about pricing specific to your retirement plan benefit needs and tax credit eligibility.

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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.