Pooled Employer Plan (PEP)

The Pooled Employer Plan (PEP) plan is offered in partnership with Integrated Retirement Partners and enrollment is available on an ongoing basis.  As a MassCPAs member, your firm/company can take advantage of our “economy of scale” and receive significant cost savings that you might not have access to on your own.

Enroll by November 15 to access these benefits starting January 1, 2023. A few of the program highlights include:

• Tax benefits for your business and your employees
• Outside administration support via a third-party administrator (TPA) provided
• Objective advice and support from a local financial advisor
• Reduced overall implementation costs and annual administrative expenses

Our corporate partner, Integrated Retirement Partners, can help you evaluate your options – whether through the PEP or by reviewing your existing retirement plan – to ensure you are maximizing your benefits.

To view FAQs, click here.

To learn more, contact John Pastore at john.pastore@ifpadvisor.com or Kara Kieran at kkieran@masscpas.org.