PACT Retirement Pooled Employer Plan (PEP)

Image sharing information regarding the PACT PEP Program

Your company brought in fantastic talent and wants to retain them with great benefits like an enticing retirement package. As a small company, managing a package with every employee can be costly and time-consuming. Save time by delegating the task to a trusted source.

PACT is partnering with the Wealth Advisory Group to provide a pooled employer plan (PEP). This plan is a new kind of 401(k) where employers “pool together.” This gives your company access to big company power at a small company cost. You design your needs and send in both payroll contributions and a year-end census of what people do. The PEP Program takes care of the rest. Now, your HR staff can maximize their time while increasing employee support.

The PEP program provides:

  • An advisor who can tailor your program needs
  • Administration
  • Tax returns
  • Employee education
  • Notices
  • Free 401K plan analysis

If you currently don’t have a plan now (or if you’re within your first 1-3 years of implementing a plan) – let us help you facilitate a federal tax credit for implementing a new company that pays 50% tax credit of your plan’s cost for three years.

If you have a plan, allow us to provide a free plan analysis of your plan, no strings attached. If you are already a large group of 100+ employees, you can reduce your required audit to a few hundred dollars, thereby saving you $12,000-$16,000 a year by sharing the cost among other companies!

Read information about the plan here.