We help small, medium, and large businesses join existing Pooled Employer Plans (PEPs) with lower costs, AI-powered investment selection, and full service support.
Our PEP 401(k) product is designed for simplicity, cost-effectiveness, and better outcomes for employees. With pre-designed plan structures, onboarding is quick and easy. We use AI to help select smart investment lineups and deliver education tailored to participants' needs.
We serve employers of all sizes — from startups to large enterprises. Whether you're setting up your first retirement plan or looking to reduce administrative overhead, we’ve got you covered.
✔ Easy onboarding into existing PEP structures
✔ Ongoing administration and compliance
✔ Participant education and AI-backed investment guidance
✔ Lower plan costs, better savings outcomes