OPENING DOORS TO THE WAY YOUR EMPLOYEES SAVE NOW AND IN THE FUTURE

Access Retirement Solutions

Delivering an affordable, best-in-class retirement plan benefit to every employer and employee.

401(k) plans made easy

With Pooled Employer Plans (PEPs), unrelated employers can join in a single, low-cost retirement plan

Great news, now you and your employees both get
access and the benefit
401(k) Retirement Plan Benefits

You’re the sole focus of our solution

We provide access to a 401(k) retirement plan benefit that places you and your employees’ best interests at the epicenter

That means …

  • You tap into a low-cost retirement plan solution with a simple, flexible design

  • We cut down the workload and liability that typically comes along with offering a 401(k) retirement plan benefit by managing, administering and auditing the plan for you

  • Your employees get access to investment offerings that rival the quality and cost of the largest plans in the country all while keeping your employees’ end goals at the forefront.

  • Don’t have employees? We have an innovative new solution designed specifically for independent contractors and other solo operators. Click here to learn more about the Access Solo PEP
401(k) Retirement Plans - Pooled Employer Plans

Simple, affordable, transparent pricing

Predictable, low-cost subscription-based fees charged directly to employers
  • Clear pricing models with no hidden fees – you know exactly what you’re paying and what you’re paying for

  • You may be eligible for tax credits that could fully offset the cost of participating in an Access PEP

Worry-Free Retirement Plan Solutions

Strategic partnerships bring value to you and your employees

The Access team is led by industry experts with nearly four decades of combined experience. We’ve partnered with the best in the industry – delivering a worry-free retirement plan solution for you and an optimal experience for your employees.
Retirement Plan Partner - Alerus

Alerus is a nationally ranked retirement provider serving nearly 9,000 plans and 350,000 participants with $32b in assets under administration – with expertise in providing trust and custodial services, recordkeeping and reporting to the meet the unique needs of your business. Alerus’ technology platform provides your employees with 24/7 access to their retirement plan balances, investment elections, financial wellness tools, educational information and important plan communications.

Serving Clients Coast to Coast

Retirement Plan Solutions for the United States

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