AmericanTCS Fiduciary Services*

Helping Dentists Offer a Retirement Plan to Their Teams

How can employers offer retirement plans to employees with limited risk?

The team behind FiduciaryxChange is led by Jeff Atwell, who brings 40 years of qualified plan experience. Hear what Jeff has to say about how Pooled Employer Plans offer smaller employers a retirement plan option for their employees with limited fiduciary risk.
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Jeff Atwell

Senior VP of Fiduciary Services, AmericanTCS

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Scott Holecheck

Vice President, Institutional Sales
Ameritas

 Simplify Retirement Plan Oversight

As a small business, fiduciary oversight of employee retirement plans can be daunting. Worry less about the oversight of the retirement plans you’re offering your employees by incorporating the services provided by FiduciaryxChange. Watch the video to hear firsthand from one our clients about how incorporating our can help you worry less about plan oversight so you can focus on your business.

What is a Pooled Employer Retirement Plan?

A simple, comprehensive 401(k) solution, a Pooled Employer  Plan (PEP), is a simplified retirement solution for businesses that allow multiple employers to “pool” their resources together into one retirement plan to achieve benefits that used to be only available to larger companies. This solution minimizes the time sponsors and advisors spend managing a 401(k) plan.

AmericanTCS Fiduciary Services ("FiduciaryxChange") is led by experienced professionals that uphold a Prudent Expert Standard of Care and offer specialized services such as Pooled Employer Plans. Trust FiduciaryxChange to streamline your fiduciary responsibilities and minimize risk, empowering you to prioritize your plan participants' financial well-being.

Tailored Solutions for Your Financial Goals

Benefits of Working with FiduciaryxChange

Reduced Fiduciary Risk & Responsibility

Offering a retirement plan to your employees can come with liability and risk. Pooled Employer Plans remove as much of this liability as possible

Reduced Administrative Responsibility

Adopting employers are relieved of the day-to-day burden of administering the retirement plan.

Large Plan Features Available to Smaller Plans

Pooling resources into a common PEP allows multiple smaller employers to experience the administrative and design features sometimes only available to larger retirement plans.

Annual Audit Expense Eliminated

If the plan is large enough to require an audit, the PEP removes the annual independent audit requirement and cost for the plan sponsor. The Pooled Plan Provider (PPP) handles much of the administrative work associated with the audit.

Potential Cost Savings

Economies of scale resulting from more employers joining the PEP can often lead to administrative cost savings.
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The pooled employer plan structure is really important for the employer or the plan sponsor. They're the ones that are having relief in terms of that ongoing due diligence of all the providers that's now being taken away. They get the relief in terms of not having to do the audits of the plan, not having to fill out the 5500 anymore. So all those benefits offer a higher level of protection and a higher level of support and service on the participant side. This is really still their retirement plan, but what they get in the pooled employer plan that they may not get from other 401(k) plan structures is they have professionals running the plan and taking responsibility.

Jeff Coons

Chief Risk Officer & Director of Sales, High Probability Advisors

Members of Catapult Grow™ have the opportunity to join the AmericanTCS Pooled Employer Plan (PEP)
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Want to offer a retirement plan to your employees?

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*Products and services offered by FiduciaryxChange are not insured by the FDIC, are not a deposit or other obligation of, or guaranteed by, AmericanTCS Fiduciary Services, and are subject to investment risks, including possible loss of the principal amount invested. FiduciaryxChange is a registered service mark of AmericanTCS. FiduciaryxChange is a set of services offered by AmericanTCS Fiduciary Services, LLC. Not FDIC Insured | No Bank Guarantee | May Lose Value
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