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

over 100 plan design features
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Fewer Direct Calls & Questions

with employee inquiries rerouted to the PPP
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Investment Lineup

selected and monitored by 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 a team of specialists

Employee Benefits

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A User-Friendly Experience

making changes quickly and easily
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Personalized Financial Wellness

for all participants
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Smooth Onboarding Support

for effortless employee enrollment
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Participant Education

ready when they are

Investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP and Woodruff Sawyer are separate entities.