Your Plan - Your Way
Guided Customization
Plan design and eligibility are tailored to your plan needs within the PEP
Profit Sharing / Safe Harbor
Are you or your highly compensated employees restricted in your contributions? If so, a Safe Harbor or Profit Sharing plan could be worth considering.
Flexibility Is the Key
OPTIONAL PLAN FEATURES
- ROTH
- New Comparability
- Automatic Enrollment/Escalation
- Flexible Entry Period
- Loans/Hardship Withdrawals
- Eligibility
- Managed Accounts
- Brokerage Window