401(k) Pooled Employer Plan (PEP)

Benefit from economies of scale while reducing administrative burden and enhancing investment options.

We know employee benefit plans

Joining a pooled employer plan (PEP) can help outsource administrative and compliance headaches, while eliminating your individual audit requirements and dramatically reducing the strain on internal human resources. And it can all be accomplished without increasing costs. A PEP offers these benefits while still being able to customize matching and profit sharing to suit the needs of your company.

We’re committed to addressing what matters most to you:

  • Reducing HR workload
  • Cutting costs
  • Eliminating individual audit requirements
  • Increased fiduciary support

Experience our client-focused approach

Many believe PEPs are the future of employee benefit plan management. Joining a pooled employer plan lets you focus on your business and people while your PEP provider handles the plan details. CLA has created a pooled employer plan — the 401(k) PEP Advantage — to offer a high-impact option at a reasonable cost.

Pooled employee plan services

  • Fiduciary oversight
  • Investment management
  • Outsourced services:
    • 360-degree payroll integration
    • 5500 filing
    • Distribution processing
    • Payroll upload
    • Plan document services

Experience the CLA Promise