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Pooled Employer Plan (PEP) Installation Kit One Company. One Call.1 | BPAS Installation KitRev. 02/22The BPAS Advantage: Full retirement plan service under ONE Pooled Employer Plan (PEP) Installation

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How to fill out pooled employer plans

01

Determine if your company meets the eligibility requirements for participating in pooled employer plans.

02

Select a pooled plan provider that fits the needs of your company and employees.

03

Provide necessary information and documentation to the plan provider to enroll in the pooled employer plan.

04

Communicate the benefits of the pooled plan to your employees and encourage them to enroll.

05

Monitor the plan's performance and keep up with any updates or changes to ensure compliance.

Who needs pooled employer plans?

01

Small businesses looking to offer retirement benefits to their employees but may not have the resources or expertise to do so individually.

02

Companies that want to reduce administrative burden and costs associated with managing a retirement plan on their own.

03

Employers who want to increase retirement plan participation rates among their employees by offering a more attractive and convenient option.

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What is pooled employer plans?

Pooled employer plans are retirement plans that allow unrelated small businesses to join together to offer a single retirement plan for their employees.

Who is required to file pooled employer plans?

Employers who participate in pooled employer plans are typically required to file the necessary paperwork with the IRS and the Department of Labor.

How to fill out pooled employer plans?

Employers can fill out pooled employer plans by providing information about the plan, the participating employers, and the employees who are eligible to participate.

What is the purpose of pooled employer plans?

The purpose of pooled employer plans is to make it easier and more cost-effective for small businesses to offer retirement benefits to their employees.

What information must be reported on pooled employer plans?

Pooled employer plans must report information about the plan's financial status, participation levels, and compliance with retirement plan regulations.

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