Despite their popularity, offering a traditional 401(k) benefit can be expensive, burdensome, and risky for employers. The AAFD has partnered with Access Retirement Solutions to provide our members with a new retirement plan arrangement called the Pooled Employer Plan (PEP). Whether your business offers a plan or not, the AAFD PEP Retirement Plan is worth exploring.

  • Currently offer a retirement benefit? Access can significantly reduce your cost, workload and liability without sacrificing investment quality or plan flexibility.
  • Don’t have a plan? Discussions about mandated retirement saving programs are gaining traction at the state and national levels, so take advantage of up to $16,500 in tax credits to help offset, or even eliminate plan startup costs.

AAFD members enjoy a 10% discount off the already low Access subscription fee, so connect with the Access team today for a complimentary retirement benefit consultation to see how much a PEP could save your business: