Commonly referred to as the investment menu within retirement plans, The Lineup, is a carefully curated suite of investments strategically positioned for broad diversification and optimization.
From our surfing roots, The Lineup describes where order is established to those in line for the next wave on the horizon. The intimate knowledge of the break, the tides, and the swell direction provides the best position in the lineup to score the greatest waves. The next generation patiently awaits their turn, earning their spot, and learning from those with long history and an invaluable respect for mother nature.
PEP retirement plan
A pooled employer plan (PEP) is a 401(k) retirement plan that allows unrelated businesses to participate in one plan managed by a pooled plan provider (PPP).
Unrelated employers sign an agreement with a PPP to participate in a PEP.
- Master Plan Document
- Investment Lineup
- Audit Plan
- IRS Form 5500
See How It Works
What We Do, So You Donʼt Have To
Industry Experts
Pooled Plan Provider
A PPP is the plan sponsor, plan administrator, and named fiduciary for a Pooled Employer Plan. The PPP is responsible for performing the administrative and fiduciary functions for the plan. As a named fiduciary, Finway Group will provide peace of mind and stand shoulder-to-shoulder with the employer.
Recordkeeper
Participants can:
- View their projected retirement income
- Estimate their retirement healthcare costs
- Adjust their contributions
- Rebalance their portfolios
- Update language to Spanish
- Manage their health savings accounts
- Examine their financial wellness
- Account for their outside assets
Investment Manager
Having a 3(38) Investment Manager relieves the risk and responsibility when selecting and monitoring funds, providing an added layer of fiduciary protection.
- Develop Investment Policy Statement (IPS)
- Select & monitor of plan investments
- Select & monitor of QDIA
- Execute investment changes
- Maintain liability for investment decisions
- Investment performance measurement & analysis
How Does It Help?
A Pooled Employer Plan (PEP) is a 401(k) retirement plan that allows unrelated businesses to participate in one plan managed by a Pooled Plan Provider (PPP).
Save Money
With negotiated plan rates
Investment Line-up
Chosen and monitored by the 3(38) Investment Manager
Advanced Participant Experience
To make changes quick and easy
Save Time
We will run the plan so you don’t have to
Reduced Risk
Finway Group serves as the plan sponsor
Personalized Financial Wellness
For all participants
Flexible Plan Design
Designed by experts
Participant Education
Ready when they are
Expert Onboarding Support
For an effortless employee enrollment
Less Calls & Questions
Employees call Finway Group
Expertise
Support from the industry’s best
Relationship Manager
Giving you a single point of contact
