Certified Financial Group Launches the Certified 401(k)™ Pooled Employer Plan for Businesses

Share Article

Certified Financial Group’s Low-Cost PEP Offers a Compelling New Retirement Option

An employer being able to offer a 401(k) through a PEP gives employees somewhere to begin, regardless of their socioeconomic status, and achieve their financial goals.

Certified Financial Group, Inc., announced today the launch of the Certified 401(k)™ Pooled Employer Plan (PEP). The Certified 401(k)™ makes it possible for budget-conscious organizations of any size in any industry to offer their employees access to a 401(k) retirement plan.

Until recently, it cost businesses significant time and money to provide employees with a way to save for retirement. With the passing of the SECURE Act, however, now organizations of all sizes are able to pool their resources in a single plan, lowering the price of 401(k) administration and eliminating the administrative burden on business owners.

“This is a game changer,” says Joe Bert, founder and CEO of Certified Financial Group (CFG) and host of On the Money!, one of the area’s most listened to financial call-in radio programs. “More and more people are coming to the realization that Social Security isn’t going to cut it, and a retirement plan with tax deductibility is a silver bullet. We are proud to introduce the PEP to Central Florida to help businesses attract and retain employees with a 401(k) plan that could shape their financial future.”

Certified Financial Group’s PEP, the Certified 401(k)™, is a comprehensive, turn-key plan that’s suitable for startups and large organizations. It brings together the experience and clout of two CEFEX-Certified firms, Certified Advisory Corp (CFG's Resident Investment Advisor) and Slavic, to provide affordable record-keeping, plan administration, and investment management services. It’s an attractive alternative to SIMPLE and SEP plans as well.

Wynn Smith, Certified Financial Group’s expert PEP Consultant and Specialist, is passionate about simplifying the process and helping employers understand this lucrative opportunity for their employees. “Achieving financial goals isn’t just for those in the upper income brackets,” says Smith. “It’s for everyone; and some are starting on the lower end of the spectrum. An employer being able to offer a 401(k) through a PEP gives employees somewhere to begin, regardless of their socioeconomic status, and achieve their financial goals.”

About Certified Financial Group, Inc.

Since 1976, the team at Certified Financial Group has provided retirement planning and asset management services for a fee to help hundreds of families in their search for financial peace of mind. With 14 CERTIFIED FINANCIAL PLANNER™ professionals under one roof and $2 billion in assets under management, CFG is one of the oldest and largest independent planning firms in Central Florida. To learn more about CFG and the Certified 401(k)™ PEP, visit http://certified401k.com.

Certified Advisory Corp offers Financial Planning and Asset Management for a fee.
Certified Financial Planner Board of Standards Inc. owns the certification CERTIFIED FINANCIAL PLANNER™.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kim Touchton
Certified Financial Group, Inc.
Like >
Visit website