For Retirement Specialists

Why A Pooled Employer Plan?

Open The Small Market

The main reason that access to the small plan 401(k) market has remained challenging is that there has yet to be a 401(k) solution that allows Advisors to efficiently and profitably service this market. The Sallus PEP solves this problem.

Scale Your Expertise

As a plan specialist, you have expertise from which small business owners could benefit. With a fully bundled PEP, you can scale your expertise and quickly get small business 401(k)s up and running while guiding key decisions.

Build Your Bench

You’ve built a successful practice, and developing new talent is vital to continuing to grow the value of your practice. The small plan market, paired with the Sallus PEP is an excellent way for experienced advisors to leverage new talent with immediate productivity.

Why Work With Sallus?

Small 401(k)s At The Price Of Large Ones

With Sallus Retirement’s digital 401(k) platform and pooled employer structure, you can offer a feature-rich 401(k) plan to small businesses at a low participant unit cost similar to large retirement plans.

Informed Plan Designs That Fit Best

We studied thousands of existing 401(k) plans. By leveraging algorithms and technology, you simply answer a few client questions using our proprietary plan design wizard and create the optimal plan design in minutes.

Mass Customization of 401(k)s

The only way to effectively serve the small business market is through mass producing customized solutions specifically designed for small business owners and their key employees and to deliver and service these busy clients digitally.