Advantage PEP Plan
LCPA's Newest Preferred Affinity Partner!
Plug into an affordable, customizable retirement solution that works right out of the box.
A PEP (Pooled Employer Plan) is a new kind of retirement plan that’s like a traditional retirement plan but enables employers of all sizes to join together to reduce fiduciary liability and gain efficiencies and cost savings.
The Society of Louisiana CPAs’ PEP Plan (PEP) empowers businesses of any size to offer a high-quality, affordable retirement plan with ease, saving time, money, and administrative headaches. Give your team the benefit they value most – a 401(k) – without the extra cost or complexity.
Three Reasons to Consider the PEP
Greater Cost
Savings
Costs are spread across a larger participant and asset base, typically reducing the costs for each employer in the plan. Participating employers will also have more access to institutional class mutual fund shares and lower cost CITs.
Less Fiduciary
Responsibility
Along with your financial advisor, the pooled plan provider (PPP) handles almost all of the fiduciary duties.
Reduced Administrative Burden
The PPP also handles much of the administration—including eligibility, beneficiary tracking, and plan disbursements, loan approvals, QDRO review and notice distribution.
A Win-Win for Retirement & Retention
For You and Your Business
- Newport Group, Inc., an Ascensus company, is the 402(a) named fiduciary and 3(16) administrative fiduciary
- Argent Retirement Plan Advisors as the independent 3(38) investment manager
- Integrated trust and custody services
- Digital access to all plan functions and information
- Payroll contribution tracking and Integration
- Plan design flexibility to meet the employer's needs and goals for the plan
For Your Employees
- Easy-to-use website and call center support
- Spanish-language website and call center services are available
- Full suite of participant educational materials
- Financial wellness program
- Integrated managed account service
Connect with Our Retirement Plan Experts
Learn more about how our powerful PEP solution can benefit your company.
Chris Shankle
Managing Director
Argent Retirement Plan Advisors
cshankle@argentfinancial.com
(318) 588-6830
Todd Barker
Vice President
Argent Trust
tbarker@argentfinancial.com
(504) 291-8880
