Is your 401(k) plan prepared for the SECURE Act 2.0 provisions that build on the original SECURE Act of 2019 with varying effective dates?

How would you know? It shouldn’t be your responsibility to know the answer. It’s ours.

CalmHR’s Pooled Employer 401(k) Plan (PEP), assures that fiduciary responsibilities are met and your plan is in full compliance. With our PEP, employers are responsible for submitting ongoing contributions while our retirement experts manage the rest. ​

A PEP (Pooled Employer 401k Plan) is a type of retirement plan that was once only offered to large organizations, until laws were passed making PEPs accessible to small- medium sized organizations on January 1st, 2021. Thus, smaller organizations can now achieve economies of scale that are typically only attained by larger plans!

CalmHR’s PEP launched as one of the first in the industry on January 1st, 2021, and remains at the top with features such as:

Are you sure that your plan offers the lowest net fees and lowest administrative expense, saving both time and money?

Schedule a brief PEP Talk with CalmHR’s CEO & Founder, Joseph Appelbaum, to see how your plan compares to CalmHR’s PEP.

Schedule a 15-minute consult