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A Modern Retirement Plan for Your Business
The Lutz Financial Pooled Employer Plan (PEP) allows businesses of all sizes, industries, and locations to come together and adopt the benefits of one employer retirement plan. The PEP offers the flexibility to implement plan features that fit your organization while limiting the risk, cost, and administrative burden associated with an individual custom plan. Smaller plans get access to diversified investments and prominent providers. All plans can offload time-consuming administrative tasks.
Administered by industry professionals and adopted by various companies in the Midwest, Lutz Financial’s PEP provides a retirement plan solution to save you time, reduce expenses, and assist employees in reaching their financial goals.
Is a PEP right for my business?
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Employer Benefits
+ Delegate Fiduciary Liability
+ Free-Up Resources
+ Cost-Efficiencies for Employer & Employees
+ Digital Access to Plan Functions & Information
+ Easy Account Set-Up
+ Payroll Integration
+ Investment Management
+ Automated Participant Registration -
Employee Benefits
+ Full-Function Participant Website & Call Center (English & Spanish)
+ Educational Materials
+ Financial Wellness Resources
+ Mobile App
+ Streamlined Investment Options
+ Risk-Based Model Portfolios
+ Support from CFP® Practitioners -
Fiduciary Risk Mitigation
Fiduciary investment duties are outsourced to Lutz Financial, which serves as an ERISA 3(38) investment fiduciary.
Do any of the below statements resonate with you?
+ I have concerns over potential fiduciary risk.
+ I wish to delegate investment decisions to an investment manager.
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Time Savings
Adopting employers are relieved of most plan administrative duties, allowing more time to focus on their business.
Do any of the below statements resonate with you?
+ I don’t have the time to dedicate to running a plan.
+ I currently sponsor a plan but am looking to outsource time-consuming activities.
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Cost-Efficient
Costs are spread across a larger participant and asset base, reducing the expenses for each employer adopting the plan.
Do any of the below statements resonate with you?
+ I’ve been reluctant to sponsor a retirement plan due to cost.
+ I need a plan for my employees but would like to reduce audit costs and plan responsibilities.
News & Insights
Estate Planning Guide
Lutz Financial Announces Admission of Additional Principal
Changing Tides in the Stock Market + 7.24.24
Harvesting Tax Savings: How Retirement Plans Benefit Agribusinesses
Get started today!
Are you looking to reduce time-consuming administrative duties, fiduciary liability, and expenses related to your employee retirement plan?