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Shark Tank’s Robert Herjavec headlines PrismHR LIVE 2026!

PrismHR Retirement Services

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.

Deliver Retirement Solutions That Adds Value Without Complexity

Access Valuable Tax Credits

Support your clients in unlocking up to $16,500 in Secure 2.0 startup credits plus $1,000 per eligible employee in matching incentives.

Meet State Retirement Mandates

Help clients comply with mandatory state retirement plan laws without the complexity of setting up and managing a plan on their own.

Choose the Right Plan Model for Your Business

Pooled Employer Plan (PEP)

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.

Multiple Employer Plan (MEP) + TPA/3(16) Services

Maintain control as the plan sponsor while offloading administrative, compliance and day-to-day fiduciary operations to experienced specialists.

Standalone TPA Services

Enhance or replace your existing administrator with flexible third-party administration and compliance support that scales with your business.

Explore how PrismHR Retirement Services can help you deliver the right retirement solution—whether through a PEP, MEP or TPA model—to meet client demand, reduce administrative overhead and stay compliant.

Deliver Scalable, Easy-to-Manage Retirement Benefits

Integrate Seamlessly With Payroll

Enable accurate, real-time data flow by syncing employee contributions, loans and plan activity within PrismHR for automated, reliable data management.

Customize Plan Design

Let clients tailor eligibility rules, vesting schedules and matching options—guided by expert onboarding and compliance support.

Support Clients With Ongoing Education and Service

Drive long-term success with white-glove implementation, employee education programs and direct access to experienced plan advisors and support teams.

Reduce Administrative and Fiduciary Burden

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.

Deliver a Seamless 401(k) Experience That Scales

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.