{"id":3933,"date":"2025-08-04T12:15:34","date_gmt":"2025-08-04T18:15:34","guid":{"rendered":"http:\/\/52.204.182.104\/staging\/?page_id=897"},"modified":"2026-03-04T13:30:38","modified_gmt":"2026-03-04T20:30:38","slug":"pooled-employer-plan","status":"publish","type":"page","link":"https:\/\/d2ko9jmeiadnou.cloudfront.net\/?page_id=3933","title":{"rendered":"Pooled Employer Plan"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"3933\" class=\"elementor elementor-3933\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4a062db elementor-section-height-min-height .opacity-25 elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"4a062db\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b966139\" data-id=\"b966139\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c1c2982 elementor-widget elementor-widget-heading\" data-id=\"c1c2982\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Introducing The Leavitt PEP: <br>\nPooled Employer Plan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-240fb29 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"240fb29\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d860896\" data-id=\"d860896\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1030c0f elementor-widget elementor-widget-heading\" data-id=\"1030c0f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">Leavitt PEP<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2538ae1 elementor-widget elementor-widget-heading\" data-id=\"2538ae1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Think Back To When\u2026<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b2c7c76 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"b2c7c76\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e739eb elementor-widget elementor-widget-text-editor\" data-id=\"2e739eb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li data-start=\"148\" data-end=\"220\">You spent your allowance at the arcade instead of on in-app purchases?<\/li><li data-start=\"223\" data-end=\"266\">Hailing a taxi was your only ride option?<\/li><li data-start=\"223\" data-end=\"266\">Offering a 401(k) felt like a financial burden full of liability?<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80caa32 elementor-widget elementor-widget-text-editor\" data-id=\"80caa32\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong data-start=\"281\" data-end=\"332\">INNOVATION + LEGISLATION = A NEW WAY FORWARD<\/strong><\/p><p data-start=\"391\" data-end=\"755\">The way we do business and support our teams has evolved. With advancements in retirement plan laws and years of industry expertise, Leavitt is making it easier than ever for employers to offer affordable, streamlined retirement benefits. Introducing Leavitt PEP, our modern, cost-effective 401(k) solution with Leavitt as your trusted Pooled Plan Provider.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c65d59d\" data-id=\"c65d59d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a0c8d89 elementor-widget elementor-widget-image\" data-id=\"a0c8d89\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Hail-Taxi-1024x683.jpg\" class=\"attachment-large size-large wp-image-2772\" alt=\"\" srcset=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Hail-Taxi-1024x683.jpg 1024w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Hail-Taxi-300x200.jpg 300w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Hail-Taxi-768x512.jpg 768w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Hail-Taxi-1536x1024.jpg 1536w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Hail-Taxi-2048x1366.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cf06173 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"cf06173\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a6db68e\" data-id=\"a6db68e\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fc97d1a elementor-widget elementor-widget-image\" data-id=\"fc97d1a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"608\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/What-is-PEP-1024x608.jpg\" class=\"attachment-large size-large wp-image-2759\" alt=\"\" srcset=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/What-is-PEP-1024x608.jpg 1024w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/What-is-PEP-300x178.jpg 300w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/What-is-PEP-768x456.jpg 768w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/What-is-PEP-1536x912.jpg 1536w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/What-is-PEP-2048x1216.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-de40dbc\" data-id=\"de40dbc\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5939341 elementor-widget elementor-widget-heading\" data-id=\"5939341\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">Leavitt PEP<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e46f19 elementor-widget elementor-widget-heading\" data-id=\"6e46f19\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What Exactly Is a Pooled Employer Plan (PEP)?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ccc408 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"1ccc408\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89c2395 elementor-widget elementor-widget-text-editor\" data-id=\"89c2395\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"199\" data-end=\"548\">A Pooled Employer Plan (PEP) allows multiple unrelated businesses to come together and offer a single 401(k) plan sharing the benefits of scale without the limitations of traditional arrangements. While the idea of pooling resources isn&#8217;t new, strict regulations previously made it difficult for companies without a common connection to participate.<\/p><p data-start=\"550\" data-end=\"800\">That changed with the passage of the <strong data-start=\"587\" data-end=\"609\">SECURE Act in 2020<\/strong>. Backed by bipartisan legislation, the <strong data-start=\"649\" data-end=\"712\">\u201cSetting Every Community Up for Retirement Enhancement\u201d Act<\/strong> was designed to increase access to retirement savings and remove longstanding barriers.<\/p><p data-start=\"802\" data-end=\"1109\">Thanks to this new law, businesses no longer need to go it alone. Companies of all sizes can now participate in a streamlined, cost-effective retirement plan reducing administrative responsibilities and minimizing risk.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-90e934a elementor-hidden-tablet elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"90e934a\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-569539b\" data-id=\"569539b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9e473d3 elementor-widget elementor-widget-heading\" data-id=\"9e473d3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Leavitt PEP: Building Better Futures, Together<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1732c6a elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"1732c6a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-972e268 elementor-widget elementor-widget-text-editor\" data-id=\"972e268\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"159\" data-end=\"343\">The Leavitt\u00a0 Pooled Employer Plan unites top-tier retirement plan professionals to deliver a smarter, more collaborative way for businesses to support their employees\u2019 financial futures.<\/p><p data-start=\"345\" data-end=\"535\">Whether you&#8217;re already managing a 401(k) or exploring options for the first time, the Leavitt PEP makes it easier and safer to offer a high-quality retirement plan with meaningful advantages:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-938574e elementor-widget elementor-widget-text-editor\" data-id=\"938574e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li data-start=\"539\" data-end=\"610\">Eliminate the burden and liability of being the official Plan Sponsor<\/li><li data-start=\"539\" data-end=\"610\">Gain peace of mind with expert fiduciary oversight for investments and compliance<\/li><li data-start=\"539\" data-end=\"610\">Reduce out-of-pocket (hard dollar) expenses<\/li><li data-start=\"539\" data-end=\"610\">Save time with lower administrative (soft dollar) costs<\/li><li data-start=\"539\" data-end=\"610\">Connect with high-performing, service-focused providers<\/li><li data-start=\"539\" data-end=\"610\">Unlock access to institutional-level fund options at lower fees<\/li><li data-start=\"539\" data-end=\"610\">Customize your plan to fit your workforce and goals<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-d00235a\" data-id=\"d00235a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-bde08cd elementor-section-content-top elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bde08cd\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-f79b6c2\" data-id=\"f79b6c2\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-212eda3 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"212eda3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-user-friends\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-03a7710 elementor-widget elementor-widget-counter\" data-id=\"03a7710\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Advisors<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"530\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">+<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-e7ad34f\" data-id=\"e7ad34f\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7adf3a9 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"7adf3a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-money-bill-alt\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6bdad5e elementor-widget elementor-widget-counter\" data-id=\"6bdad5e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Billions AUA<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\">$<\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"143\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">+<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-59f8631\" data-id=\"59f8631\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3841176 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"3841176\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-wallet\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cff3a95 elementor-widget elementor-widget-counter\" data-id=\"cff3a95\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Plans<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"10380\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">+<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-9679676\" data-id=\"9679676\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0ccce72 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"0ccce72\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-users\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af221e6 elementor-widget elementor-widget-counter\" data-id=\"af221e6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Participants<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"2\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">MM +<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7ca0992 elementor-hidden-desktop elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7ca0992\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c70f9ea\" data-id=\"c70f9ea\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6b6029a elementor-widget elementor-widget-heading\" data-id=\"6b6029a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Leavitt PEP: Building Better Futures, Together<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c050ccd elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"c050ccd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24e2031 elementor-widget elementor-widget-text-editor\" data-id=\"24e2031\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"159\" data-end=\"343\">The Leavitt\u00a0 Pooled Employer Plan unites top-tier retirement plan professionals to deliver a smarter, more collaborative way for businesses to support their employees\u2019 financial futures.<\/p><p data-start=\"345\" data-end=\"535\">Whether you&#8217;re already managing a 401(k) or exploring options for the first time, the Leavitt PEP makes it easier and safer to offer a high-quality retirement plan with meaningful advantages:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6b7462 elementor-widget elementor-widget-text-editor\" data-id=\"f6b7462\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li data-start=\"539\" data-end=\"610\">Eliminate the burden and liability of being the official Plan Sponsor<\/li><li data-start=\"539\" data-end=\"610\">Gain peace of mind with expert fiduciary oversight for investments and compliance<\/li><li data-start=\"539\" data-end=\"610\">Reduce out-of-pocket (hard dollar) expenses<\/li><li data-start=\"539\" data-end=\"610\">Save time with lower administrative (soft dollar) costs<\/li><li data-start=\"539\" data-end=\"610\">Connect with high-performing, service-focused providers<\/li><li data-start=\"539\" data-end=\"610\">Unlock access to institutional-level fund options at lower fees<\/li><li data-start=\"539\" data-end=\"610\">Customize your plan to fit your workforce and goals<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-0a2a47b\" data-id=\"0a2a47b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-6417913 elementor-section-content-top elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6417913\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-c739375\" data-id=\"c739375\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9f00587 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"9f00587\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-user-friends\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c57a353 elementor-widget elementor-widget-counter\" data-id=\"c57a353\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Advisors<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"530\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">+<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-31000cd\" data-id=\"31000cd\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2c1ecfb elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"2c1ecfb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-money-bill-alt\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2661ec7 elementor-widget elementor-widget-counter\" data-id=\"2661ec7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Billions AUA<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\">$<\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"143\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">+<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-4e39ca8\" data-id=\"4e39ca8\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-68b2160 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"68b2160\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-wallet\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-23c0900 elementor-widget elementor-widget-counter\" data-id=\"23c0900\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Plans<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"10380\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">+<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-25 elementor-inner-column elementor-element elementor-element-44d1c41\" data-id=\"44d1c41\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-56e6c46 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"56e6c46\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"fas fa-users\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9add091 elementor-widget elementor-widget-counter\" data-id=\"9add091\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Participants<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"2\" data-from-value=\"0\" data-delimiter=\",\">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\">MM +<\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-238ed88 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"238ed88\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-e2408ce\" data-id=\"e2408ce\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6bd1a2f elementor-widget elementor-widget-heading\" data-id=\"6bd1a2f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Already Offering a 401(k)?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed468f9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"ed468f9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4075792 elementor-widget elementor-widget-text-editor\" data-id=\"4075792\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"95\" data-end=\"293\">It\u2019s Time to Stop Doing It All Yourself.<\/p><p data-start=\"95\" data-end=\"293\">Still signing your Form 5500? Still paying for annual audits? With the Leavitt PEP, you don\u2019t have to.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d38b5c2 elementor-widget elementor-widget-image\" data-id=\"d38b5c2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Already-Offering-401k-1024x683.jpg\" class=\"attachment-large size-large wp-image-2763\" alt=\"\" srcset=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Already-Offering-401k-1024x683.jpg 1024w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Already-Offering-401k-300x200.jpg 300w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Already-Offering-401k-768x512.jpg 768w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Already-Offering-401k-1536x1025.jpg 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-41e9f9f\" data-id=\"41e9f9f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ff5b311 elementor-widget elementor-widget-text-editor\" data-id=\"ff5b311\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"336\" data-end=\"625\">Pooled Employer Plans aren\u2019t just for startups\u2014they\u2019re a powerful solution for businesses with existing 401(k)s too. Employers can transition their current plan into the Leavitt PEP <strong data-start=\"517\" data-end=\"563\">without losing their preferred plan design<\/strong>\u2014including eligibility, vesting, and employer match structure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0a981f5 elementor-widget elementor-widget-text-editor\" data-id=\"0a981f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"627\" data-end=\"667\">Here\u2019s what you can stop worrying about:<\/p><p data-start=\"669\" data-end=\"784\">\u2705 <strong data-start=\"671\" data-end=\"701\">No more signing Form 5500.<\/strong><br data-start=\"701\" data-end=\"704\" \/>A 3(16) Fiduciary handles and submits all required filings for the entire PEP.<\/p><p data-start=\"786\" data-end=\"915\">\u2705 <strong data-start=\"788\" data-end=\"828\">No more investment oversight stress.<\/strong><br data-start=\"828\" data-end=\"831\" \/>A 3(38) Investment Fiduciary selects and monitors investments for the entire plan.<\/p><p data-start=\"917\" data-end=\"1019\">\u2705 <strong data-start=\"919\" data-end=\"972\">No more audit costs (if you have 100+ employees).<\/strong><br data-start=\"972\" data-end=\"975\" \/>Just one audit\u2014on behalf of the whole PEP.<\/p><p data-start=\"1021\" data-end=\"1160\">\u2705 <strong data-start=\"1023\" data-end=\"1071\">No more confusion about educating your team.<\/strong><br data-start=\"1071\" data-end=\"1074\" \/>Our Advisor Team provides educational sessions and is available for ongoing support.<\/p><p data-start=\"1162\" data-end=\"1256\">\u2705 <strong data-start=\"1164\" data-end=\"1194\">No more payroll headaches.<\/strong><br data-start=\"1194\" data-end=\"1197\" \/>Seamless integration with many leading payroll providers.<\/p><p data-start=\"1258\" data-end=\"1340\">\u2705 <strong data-start=\"1260\" data-end=\"1283\">No more complexity.<\/strong><br data-start=\"1283\" data-end=\"1286\" \/>Enjoy a transparent, easy-to-understand fee structure.<\/p><p data-start=\"1342\" data-end=\"1415\"><em data-start=\"1342\" data-end=\"1392\">Ready to offload the burden and keep what works?<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-586cc3e elementor-reverse-tablet elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"586cc3e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a41d57e\" data-id=\"a41d57e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-262ce50 elementor-widget elementor-widget-text-editor\" data-id=\"262ce50\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"492\" data-end=\"542\">Now is the perfect time for small businesses to offer a 401(k). Thanks to the Pooled Employer Plan (PEP), size, resources, and complexity are no longer barriers. This solution simplifies retirement planning and makes it accessible, affordable, and scalable for growing teams.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4592c58 elementor-widget elementor-widget-text-editor\" data-id=\"4592c58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"527\" data-end=\"1327\"><strong data-start=\"529\" data-end=\"550\">\u2705 Shift the burden.<\/strong> Let the Pooled Plan Provider handle the fiduciary and administrative responsibilities\u2014no need to serve as the Plan Sponsor.<br data-start=\"674\" data-end=\"677\" \/>\u2705 <strong data-start=\"679\" data-end=\"715\">Transparent, low-cost structure.<\/strong> Predictable fees make it budget-friendly from day one.<br data-start=\"770\" data-end=\"773\" \/>\u2705 <strong data-start=\"775\" data-end=\"810\">Unmatched Start-Up Tax Credits.<\/strong> First-time sponsors may qualify for significant tax incentives.<br data-start=\"874\" data-end=\"877\" \/>\u2705 <strong data-start=\"879\" data-end=\"915\" data-is-only-node=\"\">Institutional investment access.<\/strong> Enjoy low-cost fund options typically reserved for large plans.<br data-start=\"979\" data-end=\"982\" \/>\u2705 <strong data-start=\"984\" data-end=\"1017\">Seamless payroll integration.<\/strong> Compatible with most major payroll providers to ease setup and maintenance.<br data-start=\"1093\" data-end=\"1096\" \/>\u2705 <strong data-start=\"1098\" data-end=\"1124\">Support that educates.<\/strong> Access educational sessions, on-demand resources, and expert help for both employers and employees.<br data-start=\"1224\" data-end=\"1227\" \/>\u2705 <strong data-start=\"1229\" data-end=\"1261\">Attract &amp; retain top talent.<\/strong> Stand out by offering the benefits today\u2019s workforce values most.<\/p><p data-start=\"1329\" data-end=\"1428\"><em data-start=\"1329\" data-end=\"1405\">Want details on pricing and setup? Download the info sheet to get started.<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-925d68d\" data-id=\"925d68d\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-257f313 elementor-widget elementor-widget-heading\" data-id=\"257f313\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ready to Launch Your 401(k)?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-10bbadf elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"10bbadf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-54a50ab elementor-widget elementor-widget-text-editor\" data-id=\"54a50ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"95\" data-end=\"293\">Start a Plan Today&#8230;\u00a0 Empower Their Future Tomorrow<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-03c8c19 elementor-widget elementor-widget-image\" data-id=\"03c8c19\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2560\" height=\"1707\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Ready-to-Launch-401k.jpg\" class=\"attachment-full size-full wp-image-2768\" alt=\"\" srcset=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Ready-to-Launch-401k.jpg 2560w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Ready-to-Launch-401k-300x200.jpg 300w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Ready-to-Launch-401k-1024x683.jpg 1024w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Ready-to-Launch-401k-768x512.jpg 768w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Ready-to-Launch-401k-1536x1024.jpg 1536w, https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2025\/09\/Ready-to-Launch-401k-2048x1366.jpg 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-177f148 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"177f148\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6d9aecf\" data-id=\"6d9aecf\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-67b7b59 elementor-widget elementor-widget-heading\" data-id=\"67b7b59\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">It Won\u2019t Be Long Before You Say\u2026<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-23c1bb1 elementor-widget elementor-widget-text-editor\" data-id=\"23c1bb1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"193\" data-end=\"303\">\u201cRemember when we didn\u2019t offer a retirement plan?\u201d<br data-start=\"243\" data-end=\"246\" \/>Or, \u201cRemember how frustrating our old 401(k) used to be?\u201d<\/p><p data-start=\"305\" data-end=\"433\">The Leavitt PEP is designed to take that stress off your plate\u2014simplifying the process, reducing risk, and delivering real value.<\/p><p data-start=\"435\" data-end=\"483\"><strong data-start=\"435\" data-end=\"483\">Want to see how it could work for your team?<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fb71fd3 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"fb71fd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-grow\" href=\"http:\/\/52.204.182.104\/?page_id=239\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">LET'S TALK<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-299619c elementor-hidden-desktop elementor-hidden-tablet elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"299619c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0fb7014\" data-id=\"0fb7014\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b616bd3 elementor-widget elementor-widget-image-carousel\" data-id=\"b616bd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;navigation&quot;:&quot;none&quot;,&quot;autoplay&quot;:&quot;yes&quot;,&quot;pause_on_hover&quot;:&quot;yes&quot;,&quot;pause_on_interaction&quot;:&quot;yes&quot;,&quot;autoplay_speed&quot;:5000,&quot;infinite&quot;:&quot;yes&quot;,&quot;speed&quot;:500}\" data-widget_type=\"image-carousel.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-image-carousel-wrapper swiper\" role=\"region\" aria-roledescription=\"carousel\" aria-label=\"Image Carousel\" dir=\"ltr\">\n\t\t\t<div class=\"elementor-image-carousel swiper-wrapper\" aria-live=\"off\">\n\t\t\t\t\t\t\t\t<div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"1 of 5\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2019\/07\/page-wealth-management-150x150.jpg\" alt=\"page-wealth-management\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"2 of 5\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2019\/07\/page-executive-benefits-150x150.jpg\" alt=\"page-executive-benefits\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"3 of 5\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2019\/07\/page-plan-sponsor-services-150x150.jpg\" alt=\"page-plan-sponsor-services\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"4 of 5\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2019\/07\/page-contact-us-150x150.jpg\" alt=\"page-contact-us\" \/><\/figure><\/div><div class=\"swiper-slide\" role=\"group\" aria-roledescription=\"slide\" aria-label=\"5 of 5\"><figure class=\"swiper-slide-inner\"><img decoding=\"async\" class=\"swiper-slide-image\" src=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/wp-content\/uploads\/2019\/06\/participant-services-150x150.jpg\" alt=\"participant-services\" \/><\/figure><\/div>\t\t\t<\/div>\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c7079fd elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c7079fd\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c9df296\" data-id=\"c9df296\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9f3e552 elementor-widget elementor-widget-text-editor\" data-id=\"9f3e552\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"141\" data-end=\"468\">This content is provided for informational purposes only and does not constitute investment, tax, or legal advice. Individual circumstances vary, and examples provided may not apply to your situation. We recommend consulting with a qualified professional before making decisions related to investments, taxes, or legal matters.You are solely responsible for evaluating and selecting investment options that align with your retirement goals.<\/p><p data-start=\"585\" data-end=\"753\">This material is not an offer or solicitation to buy or sell any financial instrument, nor is it intended as a recommendation to participate in any investment strategy.<\/p><p data-start=\"755\" data-end=\"812\"><strong data-start=\"755\" data-end=\"812\">NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE<\/strong><\/p><p><span style=\"font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight );\">Securities offered through LPL Financial, member\u00a0<\/span><a style=\"font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight ); color: #fff; text-decoration-line: underline;\" href=\"http:\/\/www.finra.org\/\">FINRA<\/a><span style=\"font-family: var( --e-global-typography-text-font-family ), Sans-serif;\">\/<\/span><a style=\"font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight ); color: #fff; text-decoration-line: underline; outline: 0px;\" href=\"https:\/\/www.sipc.org\/\">SIPC<\/a><span style=\"font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight );\">. Investment advisory services offered through Global Retirement Partners, LLC (GRP), an SEC registered investment advisor. GRP, Leavitt Retirement Partners and LPL Financial are separate entities.\u00a0<\/span><span style=\"font-family: var( --e-global-typography-text-font-family ), Sans-serif; font-weight: var( --e-global-typography-text-font-weight );\">The financial professionals associated with LPL Financial may discuss and\/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d7ddd1 elementor-widget elementor-widget-html\" data-id=\"8d7ddd1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p style=\"font-family: 'Lato', sans-serif; font-size: 16px;font-weight: 400;\">&copy; <span id=\"ano-copyright\"><\/span> Leavitt Retirement Partners, a Leavitt Group Company. All Rights Reserved.<\/p>\r\n<script>\r\n    document.getElementById('ano-copyright').textContent = new Date().getFullYear();\r\n<\/script>\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Introducing The Leavitt PEP: Pooled Employer Plan Leavitt PEP Think Back To When\u2026 You spent your allowance at the arcade instead of on in-app purchases? Hailing a taxi was your only ride option? Offering a 401(k) felt like a financial burden full of liability? INNOVATION + LEGISLATION = A NEW WAY FORWARD The way we [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-3933","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Pooled Employer Plan - Leavitt Retirement Partners<\/title>\n<meta name=\"description\" content=\"Discover the Leavitt Pooled Employer Plan (PEP) \u2013 a flexible retirement solution designed to reduce costs, simplify plan management, and deliver long-term value for businesses of all sizes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/d2ko9jmeiadnou.cloudfront.net\/?page_id=3933\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pooled Employer Plan - 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