New Retirement Option detail

AssuredPartners Announces New Retirement Option with Pooled Employer Plan

09/21/2021 Written by: AP Communications

AssuredPartners Investment Advisors Launches Pooled Employer Plan (“PEP”) Designed for Small to Mid-Sized 401k Plans

LAKE MARY, FL – September 22, 2021 – AssuredPartners Investment Advisors, a subsidiary of AssuredPartners, Inc., today announced the launch of the AssuredPartners PEP. This AssuredPartners PEP delivers fiduciary and plan administration services to small to mid-size companies at prices typically reserved for large organizations while preserving each employer’s ability to set matching, vesting, and other key plan design features.

“At AssuredPartners we are passionate about providing clients with best-in-class asset protection and unparalleled service. We see the AssuredPartners PEP as a tool that allows our clients to reduce risk, decrease costs, and invest in their biggest asset – their employees,” stated Justin Callaham of AssuredPartners Investment Advisors. “For too long small and mid-sized employers have either not had access to robust retirement plan services or have been priced out of the market. The AssuredPartners PEP solves those problems by leveraging scale to deliver robust fiduciary services at a reduced cost.”

After a rigorous due diligence process, AssuredPartners selected Empower Retirement as a recordkeeper and Pentegra Retirement Services as the plan administrator. Empower’s participant-centric recordkeeping technology and Pentegra’s 75-year fiduciary track record ensure that participants in the AssuredPartners PEP will receive the same unparalleled service AssuredPartners’ insurance clients have come to expect.

“AssuredPartners remains committed to aligning our talent and resources to support the goals and strategies of our clients” said AssuredPartners President of Specialty Services, David Wetzler. “The addition of the PEP Program in our range of offerings will allow our clients to empower their employees to pursue financial stability.”


AssuredPartners Investment Advisors offers financial and retirement solutions to organizations, individuals and families. Registered Representatives of AssuredPartners Investment Advisors offer securities and advisory services through various Broker Dealers and Registered Investment Advisors, which may or may not be affiliated with AssuredPartners Investment Advisors, AssuredPartners Financial Services or AssuredPartners, Inc. 


Headquartered in Lake Mary, Florida, AssuredPartners is a full-service insurance broker providing commercial insurance, risk management, employee benefits and personal lines through consulting and services. With over 8,000 employees located in offices throughout North America, London, Belgium and Scotland, AssuredPartners is in the business of building relationships. While cementing powerful, lasting relationships built on trust earned from working openly and honestly with our partners. That’s what we call, Power through Partnership. For more information, visit

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