Pooled employer plans (PEPs) enable small and medium-sized businesses to pool their retirement plan assets together to potentially reduce cost and improve administrative efficiencies. Clients who participate in a PEP can benefit from streamlined plan management and reduced fiduciary responsibilities, while employees can take advantage of a quality institutional retirement plan tools and resources.
Balefire’s corporate financial consultants work with their clients and prospects to determine which type of retirement structure may be best suited to their needs and those of their employees.