Woodruff Sawyer PEP

401(k) Administration Made Simple

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Benefits with Less Work and 
Less Risk

Your 401(k) plan is an important benefit for your employees. A pooled employer plan (PEP) offers a better way to manage a 401(k) plan, taking the load off your team while offering your employees a valuable benefit. Plus, it can be more affordable than managing your own plan.

Nearly half (42%) of HR professionals say lack of time is their greatest barrier to achieving their organization’s priorities, according to an SHRM report.

What is a PEP?

A pooled employer plan allows unrelated businesses to participate in one 401(k) retirement plan. A consolidated plan means consolidated administration and costs, and less work for each plan sponsor.

Why Choose a PEP?

Employer Benefits

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Save Money

with negotiated plan rates
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Save Time

with the pooled plan provider (PPP) running the plan
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Flexible Plan Design

created by experts
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Fewer Direct Calls & Questions

with employee inquiries rerouted to the PPP
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Best in Class, Low-Cost Investment Lineup

chosen and monitored by Woodruff Sawyer as the 3(38) investment manager
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Reduced Risk

with the PPP as the plan sponsor
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A Single Point of Contact

with a dedicated relationship manager
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Retirement Plan Expertise

with support from the industry's best

Employee Benefits

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A User-Friendly Experience

making changes quick and easy
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Personalized Financial Wellness

for all participants
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Expert Onboarding Support

for an effortless employee enrollment
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Participant Education

ready when they are

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP and Woodruff Sawyer are separate entities from LPL Financial. GRP employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners.