Flexible, Fully Integrated 401(k) Solutions Designed for PEOs and Payroll Service Providers
Deliver a smarter retirement benefit that’s easy to offer, effortless to manage and built to help you compete with national providers.
Whether you’re launching a Pooled Employer Plan (PEP), maintaining your own Multiple Employer Plan (MEP) or replacing your current Third-Party Administrator (TPA), PrismHR Retirement Services helps you win more deals, retain more clients, and grow revenue—without adding administrative or fiduciary burden.
Support your clients in unlocking up to $16,500 in Secure 2.0 startup credits plus $1,000 per eligible employee in matching incentives.
Help clients comply with mandatory state retirement plan laws without the complexity of setting up and managing a plan on their own.
Provide a fully integrated, low-burden 401(k) where PrismHR Retirement Services acts as the Pooled Plan Provider (PPP), assuming plan sponsorship and key fiduciary responsibilities.
Maintain control as the plan sponsor while offloading administrative, compliance and day-to-day fiduciary operations to experienced specialists.
Enhance or replace your existing administrator with flexible third-party administration and compliance support that scales with your business.
Enable accurate, real-time data flow by syncing employee contributions, loans and plan activity within PrismHR for automated, reliable data management.
Let clients tailor eligibility rules, vesting schedules and matching options—guided by expert onboarding and compliance support.
Drive long-term success with white-glove implementation, employee education programs and direct access to experienced plan advisors and support teams.
Shift or share responsibilities based on your plan model. From full plan sponsorship in a PEP to administrative fiduciary support in a MEP or TPA structure, reduce risk while simplifying operations.
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Discover how PrismHR Retirement Services empowers you to offer flexible, customizable retirement solutions—whether PEP, MEP or TPA—backed by expert support and built-in payroll integration.