The AAFD is proud to announce our newest Branded Partnership with Access Retirement Solutions (Access) to offer AAFD PEP Retirement Plans for AAFD Members.
Access Retirement Solutions was founded by Heath Miller and Michael Halloran following the passage of the SECURE Act which became effective in January of 2021. This allowed for the creation of a new retirement savings tool known as Pooled Employer Plans (PEPs). These PEP 401(k) retirement savings plans are available to groups of unrelated employers and provide access to retirement plan solutions that were previously only available to large employers.
AAFD Chair and CEO Robert Purvin expressed his excitement about the new AAFD PEP Retirement Plans Branded Program, “We are beyond thrilled to partner with Access Retirement Solutions to be among the first national associations to offer this important and most valuable retirement planning opportunity to our members.” Purvin added, “From the AAFD’s due diligence we have discovered Access to be at the forefront of the marketplace in designing and offering PEP’s, and they make it easy and affordable. We are pleased to add retirement savings as a new AAFD member benefit that our members can provide to their employees.”
“Access was founded with a sole focus on delivering affordable, best-in-class retirement plan solutions to employers and empowering employees to achieve financial security,” explained Access Co-Founder, Heath Miller. “Access understands the concerns that come along with offering retirement plans – high fees, hidden costs, legal risk, administrative headaches and conflicts of interests – to name a few. That is why Access does it differently, providing access to a best-in-class offering, with fair and transparent pricing, and reduces the headaches of having to manage, administer and audit the plans.”
Added Michael Halloran, Access Co-Founder, “We are grateful for the opportunity to partner with AAFD in making this important benefit available for AAFD members.”
AAFD members receive a 10% discount on the standard Access subscription fee and gain access to a best-in-class offering that historically would have only been available to very large employers. Plus, AAFD members may also be eligible for tax credits, which, in many instances, can fully offset the costs of participating altogether.
To learn more about Access Retirement Solutions for AAFD members, please contact
Access Retirement Solutions