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Pooled Employer Plans (PEP)
- June 7, 2021
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No Comments
The Pooled Employer Plan (PEP) was born on January 1, 2021, as a result of the Secure Act, passed in December of 2019. The intent of Congress was to provide an avenue for business owners to sponsor a retirement plan with the lowest amount of burden and fiduciary responsibility possible. It is too early to tell if the Pooled Employer Plan will be the retirement plan of the future, but I believe there is a good possibility it will be.

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SECURE Act Increases Access to Retirement Plans with “Pooled Employer Plans”
- May 22, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
No Comments
PEPs, or Pooled Employer Plans, will provide a very efficient way for a business owner to provide retirement benefits for employees; however, the plan must always remain in the best interest of the participants and beneficiaries covered by the plan. We’re looking at the provisions of the SECURE Act that dictate how PEPs can be used, and factors that need to be considered.

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TRG has supported the Hanes Supply Inc. 401K plan for the last seven years. The service provided by TRG is world class. When it comes to the administration, recordkeeping for the plan and their year-end compliance, TRG’s annual plan audit always run smoothly. They are always there to answer any question that an associate may have and their web site is very informative and easy to use. Hanes Supply looks forward to working with TRG in the future.

Keith Anterline

Hanes Supply, Inc.

pooled employer plan

Pooled Employer Plans (PEP)

SECURE Act Increases Access to Retirement Plans with “Pooled Employer Plans”