Accelerated Retirement Advantage Pooled Employer Plan (PEP)

Accelerated Retirement Advantage Pooled Employer Plan (PEP)

A pooled employer plan (PEP) is a 401(k) retirement plan that allows unrelated businesses to participate in one plan, designed to reduce your administrative tasks and fiduciary responsibility.

Why a PEP?

There are many benefits to a PEP rather than a single employer plan. You should notice a drastic shift in your workload when it comes to managing a retirement plan!

Saves Time and Money

We'll work to lessen the burden for you. You'll have less paperwork and get fewer calls and questions because we are there to help.

Manages Risk

Acting as a fiduciary, Finway Group can help manage investment risk. Your plan design will be flexible and created by experienced professionals.

Investment Line-Up

Accel Wealth Management will select, track, and monitor your plan investments and execute changes.

Elevated Participant Experience

Your employees will receive more financial wellness services, expert onboarding support, and personalized financial planning.

Your PEP Team

Stacie Brass

Stacie Brass, AIF®, CPC

Shareholder, Managing Director & Chief Compliance Officer

Mitch Cook

Mitch Cook, AIF®, CRPS®

Retirement Plan Advisor

Ryan D. Hervey

Ryan D. Hervey, JD

Investment Adviser Representative

Fernando Garcia

Fernando Garcia

Benefit Education & Enrollment Specialist, Investment Adviser Representative

Megan Goetz

Megan Goetz

Account Manager / Paraplanner

Julie Sawyer

Julie Sawyer

Senior Account Manager

Marj Simpson

Marj Simpson

Senior Account Manager

Make the Switch Today

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