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Improve Client Retention and Satisfaction with the PEP
The PEP is a new product that clients are highly interested in. It reduces their risk exposure while simplifying their life as a plan sponsor.Why Clients Love the PEP
Decrease Their Workload
Fielding employee questions, filling annual paperwork, and distributing participant disclosures are now a thing of the past. The PEP takes care of that for your client.Reduces their Risk
The PEP outsources almost all of your clients' risk to a “Pooled Plan Provider”. Outsource all of the fiduciary responsibility that the regulations allow.Simplifies their Job
No more wondering who to call. If your client runs into any trouble at all, they can simply send one email or make one phone call to their pooled plan provider. We’ll handle it from there.Eliminates Audits
If your client has more than 100 employees, they'll no longer be required to pay for or complete an annual independent audit.Interested in Selling PEP?
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A short video to help
Understand PEP
Introducing the PEPTouchstone Retirement Group
2:03
Introducing the
PEP
(Pooled Employer Plan)The world’s most simple all-in-one retirement plan solution for employersDecreased Risk
The PEP allows you to outsource almost all of your fiduciary risk and responsibility to a Pooled Plan Provider (PPP), whose job it is to make sure the plan operates correctly.Learn MoreReduced Work Load
Fielding employee questions, filling annual paperwork, and distributing participant disclosures are now a thing of the past.Learn MoreWhite Glove Service
No more wondering who to call. Have a question? Your PPP’s dedicated relationship manager is there to handle all of your questions and concerns.Learn MoreSay Goodbye to Independent Audits
If you have more than 100 employees, you’ll no longer be required to pay for or complete an annual independent audit.Learn MoreTRGF is a market leader for PEP plans in the United States
TRGF was one of the first to register pooled employer plans with the Department of Labor and is the white label pooled plan provider for several prominent PEPs.
What is the PEP?Jonathan Duggan
1:16
Why does the PEP matter?Jonathan Duggan
2:40
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