Strategic Investors PEP

Inside any cross section of people you will find differing levels of financial and investing sophistication. One of our founding principle objectives is to help even the most inexperienced among us become an elite level investor confident in their financial path, and in position to maximize what they save for retirement. 

Our Strategic Investors Pooled Employer Plan (PEP) 401(K) is designed to help companies attract and keep a diverse team focused on the common objectives and culture required to meet the ever-increasing demands of today's business environment. We help your company maximize diversity, equity, and inclusion in the benefit space while minimizing exposure to Fiduciary risk.

The Strategic Investors PEP renders all other 401(k) platforms obsolete.

Our unique multiple Fiduciary approach and methodology helps foster investing equality by delivering high level individual education and advice, and investment strategies designed to deliver superior long-term results tailored to each individual Participant's risk tolerance, objectives, and timeline.

With 408(g) ERISA Plan Fiduciary protection extended to each individual Participant, a Separately Managed Account approach, and no hidden fee-laden mutual funds, the Strategic Investors PEP will revolutionize the investment experience for ALL Participants. 

For a brochure or more information, contact SR VP Jeff Hale at or (800) 563-1708.