Unity401k

Innovative 401k Solutions Through Our PEP

Simplify retirement planning with our Pooled Employer Plan designed for businesses of all sizes

What is Unity401k?

Unity401k is our Pooled Employer Plan (PEP) that allows multiple employers to participate in a single 401(k) plan, reducing costs and administrative burden while providing best-in-class retirement benefits to employees.

Retirement planning

Making Money Work Through Our PEP

Our Pooled Employer Plan is designed to make retirement planning accessible and affordable for businesses of all sizes. By pooling resources, we can offer:

  • Reduced administrative costs and complexity
  • Professional fiduciary oversight
  • Economies of scale in plan management
  • Enhanced investment options
  • Simplified compliance and reporting

Benefits of Unity401k

Why businesses choose our PEP solution

Cost Savings

Reduce plan costs through economies of scale and shared administrative expenses.

Reduced Liability

Transfer fiduciary responsibility to professional plan administrators.

Simplified Administration

Streamline plan management with centralized administration and compliance.

Better Investments

Access institutional-quality investment options typically reserved for larger plans.

Expert Support

Benefit from our team of retirement plan specialists and advisors.

Employee Satisfaction

Attract and retain talent with competitive retirement benefits.

How Unity401k Works

1

Join the PEP

Your business becomes a participating employer in the Unity401k Pooled Employer Plan.

2

Customize Your Plan

Work with our team to configure plan features that meet your business needs.

3

Enroll Employees

We handle employee enrollment and education to maximize participation.

4

Ongoing Management

We manage all aspects of plan administration, compliance, and fiduciary oversight.

Is Unity401k Right for Your Business?

Unity401k is ideal for businesses that want to offer competitive retirement benefits without the complexity and cost of managing a standalone 401(k) plan.

Perfect for:

  • Small to mid-sized businesses
  • Companies without dedicated HR staff
  • Businesses seeking to reduce fiduciary liability
  • Organizations wanting institutional-quality investments
  • Employers looking to attract and retain talent
Business team

Ready to Simplify Your 401k?

Learn how Unity401k can help your business offer better retirement benefits with less hassle

Schedule a Consultation