isolved 401(k) Pooled Employer Plan (PEP)
Streamline, Compliant and Cost-Effective Retirement Plans for Employers
A professionally managed 401(k) plan built to reduce cost and simplify administration, savings and compliance.
isolved 401(k) Pooled Employer Plan
The isolved 401(k) Pooled Employer Plan (PEP) is a fully managed retirement plan designed to simplify 401(k) administration, reduce fiduciary risk and help employers stay compliant with state and federal regulations. Backed by the power of isolved People Cloud™, this turnkey 401(k) option allows you to offer a high-value retirement benefit to your workforce, without the administrative burden.
Affordable Turnkey Retirement Plan
Reduce costs with pooled pricing and fewer vendors, eliminating the need for individual audits and plan administration.
Minimized Risk & Simplified Compliance
Transfer fiduciary responsibility to our Pooled Plan Provider (PPP) and stay compliant with ERISA and state-mandated retirement laws.
Integrated Payroll & Seamless Setup
Connected with isolved’s payroll and HCM platform for real-time payroll deductions and automated plan reporting.
Flexible & Scalable Plan Design
Configure your retirement plan with customizable eligibility, vesting and employer contribution options.
Who Should Consider the isolved 401(k) Pooled Employer Plan?
isolved's Pooled Employer Plan (PEP) is ideal for businesses of all sizes, including those without current retirement plans looking for a low-maintenance, compliant and cost-effective 401(k) solution. Whether you’re seeking to meet state mandates, reduce plan complexity or improve employee benefits, the isolved 401(k) Pooled Employer Plan makes it easy to get started and grow.
Built-in Compliance & Administration
Stay compliant with IRS, ERISA and Department of Labor requirements through automated filings and expert support.
Fiduciary Services Included
Reduce liability with 3(16) and 3(38) fiduciary services built into the plan, including year-end testing and form 5500 preparation.
Cost Savings for Employers
Leverage economies of scale to lower plan costs, improve efficiency and unlock potential federal tax credits.
Enhanced Employee Experience
Boost participation and satisfaction with a professionally managed 401(k), financial wellness tools and personalized support.
Ready to Simplify Retirement with isolved 401(k) PEP?
Contact isolved today to learn how the isolved 401(k) Pooled Employer Plan can reduce your risk, improve compliance and deliver long-term value for your workforce.
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