Ameritas Pooled Employer Plan
A pooled retirement plan allows multiple employers of differing sizes and industries to join a single retirement plan. As a bigger plan, PEPs can negotiate better prices and provide a broader array of services from retirement providers.
The Ameritas PEP is a prefabricated pooled employer plan. We’ve done all the work creating the plan, so you don’t have to. That means there’s less set-up and time commitment required by you.
Discover the untapped pooled plan market.
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An experienced team
Retirement plans can be complex. The Ameritas PEP team is ready to do the heavy lifting and lighten your load.
Pooled plan provider
TRG Fiduciary Services, LLC leads the team with their extensive retirement plan expertise, providing fiduciary oversight as the pooled plan provider. They are responsible for performing most administrative and fiduciary functions for your plan.
Recordkeeper & administration
Ameritas, whose history managing pooled plan arrangements spans over 20 years, serves as the recordkeeper and third-party administrator. They are responsible for all plan operations, performing all compliance testing and preparing government filing reports.
Custodian and directed trustee
Charles Schwab Trust Bank serves as directed trustee. Charles Schwab Trust Bank will hold the plan’s assets and process all trading instructions. Charles Schwab Trust Bank’s open-architecture platform allows TRG to access an array of investment vehicles, including low-cost options.
Investment manager
LeafHouse Financial, a seasoned provider of risk mitigation services, will act as the plan 3(38) investment fiduciary. They select and monitor the investment menu with the best interests of plan participants in mind. In addition, LeafHouse provides Managed Account Services within the PEP.
The flexibility you want
“Many providers will constrain the plan design options they offer because their systems can’t handle the variety of choices. That’s not the case with the Ameritas PEP. We’ll help you design a plan tailored to your client’s specific objectives and needs.”
Jim Kais, executive vice president, retirement plans
The Power of the Ameritas Pooled Employer Plan
June 7, 2023
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4 min read
Businesses are generally concerned with three things when it comes to sponsoring a retirement plan: cost, fiduciary risk and administrative burden. At Ameritas, we’re working hard to remove those barriers, bringing high quality retirement plan benefits to a growing number of employers: main street businesses, nonprofits, governmental groups and community organizations.
Reduced workload
100% Tasks
56 Tasks
<1% Tasks
2 Tasks
- Upload payroll file*
- Year-end data collection*
* Required, but may be provided by payroll company
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