EBenefits Hub Empowering Benefits Professionals On Their Terms

A Special Revenue Enhancing Snap-On Solution

Your Turnkey 401k - Pooled Employer Plan Platform

The EBenefitsPEP

Expand Your Services and Revenues

Compensate Yourself - Guard Against Competitors

EBenefitsHub Non-Insurance Solutions Platform

FOR ADVISORS


How Will Your Retirement Plan Clients Respond If You Eliminate Or Reduce:

  • Costly annual plan audit bills
  • Annual Form 5500 submission hassles (we do these for them!)
  • Fiduciary Investment Selection and Fund Monitoring worries
  • Incomprehensible fee structures
  • 408(b)(2) fee disclosure workload
  • Plan document maintenance issues …..and much, much more!


Benefits To Financial Advisors And RIA’s:

  • Allows you to focus on your core business
  • Reinforces your role as trusted adviser by introducing cutting-edge plan design structures
  • Keeps you fully informed on all investment monitoring.


Does This Program Conflict With The Role Of The Local Advisor?

No! You remain the Registered Investment Advisor or Financial Advisor for your retirement plan client. You continue to manage the relationship and all ancillary business, and are compensated through your preference of fees or commission. You are simply outsourcing many of the traditional fiduciary and regulatory responsibilities to specialized 401k Investment Managers.


401K RETIREMENT SERVICES


Our fee for service third party administration firm and ERISA 3(16) Plan Administrator can assist or become fully engaged in oversight of your company’s retirement plan.

LIABILITY REDUCTION VIA OUTSOURCED FIDUCIARY SERVICES

The EBenefits 401k-PEP Hub can provide a dramatic reduction in your fiduciary liability, increase your operational efficiencies, and remove your investment fund selection and monitoring duties. In many cases, there can also be a sizable reduction in overall plan costs (as much as 30% or more) thanks to the economies of scale that can be realized under our program. This can translate into a huge benefit for plan participants as well as employers!

MULTIPLE EMPLOYER PLANS / ASSOCIATION RETIREMENT PLANS

The EBenefits 401k-PEP Hub allows employers the ability to manage their corporate retirement plan solutions in much the same manner as they handle all of their other employee benefit programs. Instead of having to become personally involved with every aspect of fiduciary and regulatory compliance, our program allows employers the ability to outsource nearly all of these duties and responsibilities to qualified retirement plan consultants.

POOLED EMPLOYEE PLANS


We can establish and oversee your entire custom branded plan for you in conjunction with our 3(16) Plan Administrator and third party administration services. This can allow you to decide if you want to be the Pooled Plan Provider, 3(38) Investment Manager, advisor/employee educator, etc. under the new law.

POOLED RETIREMENT PLAN SERVICES


We can assist or become fully engaged in oversight of your Pooled Employer Plan.

POOLED EMPLOYER PLANS / ASSOCIATION RETIREMENT PLANS

Establishing a Pooled Employer Plan for your clients or associates will provide a tremendous advantage to both you and your clients. Clients and plan participants will benefit from elimination of individual plan audits and individual Form 5500 filings, and also potentially enjoy dramatic internal cost savings by leveraging their individual plan assets with those of potentially hundreds or more adopting employers. And the elimination of the “one bad apple” issue in 2020 provides each employer with the peace of mind of knowing that the actions of another adopting employer in the plan won’t negatively impact their own group’s qualified status.

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