PEP in Practice: How Costs, Service and Transition Work

If you’re evaluating whether a PEP could fit your organization, the next questions are practical: how are services and costs structured, what happens to your current plan, and what would your team need to do during a transition? Let’s move beyond PEP basics to the decision points employers should understand before making a change.  

Join Jerry Cicalese of Sentinel and Jeff Atwell of AmericanTCS for an educational walkthrough of audit considerations and transition scenarios for employers moving an existing plan into a PEP. They’ll explore how responsibilities are shared, what plan-design choices may be available, and what employers should understand before implementing a PEP. 

• How to compare plan services and costs, including audit-related considerations, without assuming a PEP guarantees savings. 
• How fiduciary and administrative responsibilities work in practice—and which employer duties remain. 
• How to assess fit and think through transition steps for an existing plan, with time for audience questions. 

Sentinel Group is a brand used by affiliated entities. AmericanTCS Fiduciary Services, LLC, through its FiduciaryxChange offering, serves as the PEP’s pooled plan provider, named fiduciary, and plan administrator. Sentinel Benefits Group, LLC provides recordkeeping, TPA, and specified delegated administrative services; Sentinel Pension Advisors, LLC serves as the ERISA section 3(38) investment manager, if elected. Employers retain responsibilities, including prudent selection and monitoring of the PEP and its providers. 

This webinar is for general educational purposes only; it is not individualized investment, legal, or tax advice or a recommendation to take a specific course of action. A PEP may not be appropriate for every employer. Services and costs vary. Any cost examples are illustrative only; actual costs may differ, and savings are not guaranteed.