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The Pelican PEP

Can Be Your 401(K) Solution

The Pelican PEP is a special type of 401(k) plan called a Pooled Employer Plan (PEP). Rather than sponsoring your own plan, you can become an adopting employer of ours! And as part of our super-sized plan, you’ll get all of the benefits typically enjoyed by only the largest companies, with a lot less work.

Big Plan Services

Risk Management

Easy Administration

Excellent Investment Choices

Plan Design Flexibility

A 401k Solution that Makes Sense

Smart Business Sense

Why sponsor your own 401(k) plan when you can become an adopting employer of ours? Join our PEP and you may be able to reduce your work and exposure, improve your pricing and services, and offer a first-class 401(k) benefit to your employees. 

Our PEP

Makes Sense

If you are looking for a great retirement plan for your employees that also makes sense for you as a business owner or HR director, you’ve come to the right place.

Fiduciary Shield

Our PEP structure provides significant protection to you and your business against lawsuits, operational errors, and DOL and IRS audits.

Administrative Support

In our PEP, we do all the day-to-day heavy lifting so you have the time to focus on your business.

Consolidated Government Reporting

In a PEP, a single 5500 and audit are filed at the PEP level. That means you don’t have to file your own 5500 or do your own audit!

Open Architecture Investment Platform

With unrestricted access to all the major fund families, our investment menu will reflect the best options within each asset category – not the proprietary funds of an investment or fund company.

Better Share Classes

By pooling resources together in our PEP, we can make available low cost share classes that most small-and medium sized business can’t access.

Better Value

We use our size to negotiate great pricing and top-notch services from the best retirement providers available. All fees are also open and transparent so you can make the best decision for your company.

 

Your Plan

Design Options

You can realize all the benefits of being part of a PEP without losing any flexibility. And that is especially true when it comes to the options within your plan. When well designed, your plan can play an integral part of a strategic compensation package for your employees. As your 401k administrator, we will individualize your plan design to meet your company’s objectives and help your employees prepare for retirement.

 

Join Us

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© Ameritas Mutual Holding Company. This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to: Ameritas Life Insurance Corp. & Ameritas Life Insurance Corp. of New York, (licensed in New York). Each company is solely responsible for its own financial condition and contractual obligations.