Reduce Audit Costs. Simplify Administration. Minimize Fiduciary Liability.

Participating in a pooled employer plan (PEP) can help you reduce your audit cost, simplify plan administration, and minimize fiduciary liability.

The Cerulli Edge 25Q4 US Retirement Edition indicates that plan sponsors identify three significant reasons for considering a PEP:

• Fiduciary responsibility
• Simplifying plan administration
• Compliance

Offer retirement benefits to your employees without incurring the higher costs and fiduciary liabilities associated with a single-employer 401(k) plan. By leveraging the efficiencies of a pooled structure, you can lower overall plan expenses and ensure compliance with regulatory requirements.

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Let us deliver a personalized benchmark report to help you assess potential cost savings, enhance plan performance, and provide valuable insights tailored to your organization’s needs.

Why AssetMark?

• With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 10,000 financial advisors
• Net Promoter Score of 74 AssetMark works alongside your Advisor’s team equipping them with services and capabilities to help deliver better investor outcomes