A Retirement Plan Built for Small Firms & Large Firms Without the Usual Burden
If you’ve wanted to offer a 401(k) but held back due to cost, complexity, or time, AIA Pennsylvania is introducing a new pooled retirement plan designed specifically for small and large architecture firms like yours. By leveraging our collective network, this program reduces administrative workload, lowers costs, and helps you offer a meaningful benefit to attract and retain talent without taking on the full burden alone. If you currently offer a 401(k) plan this can be a cost savings for you.
We are proud to offer the AIA Pennsylvania 401K Plan Pooled Employer Plan (PEP),a retirement plan solution created in partnership with RBC Wealth Management, TAB and Transamerica. When participating employers join, they’ll have a professional service team by their side to:
- Manage most of the plan’s administrative tasks
- Mitigate a participating employer’s fiduciary responsibilities
- Reap Cost Savings through economies of scale compared to sponsoring a plan of your own
The AIA Pennsylvania Pooled 401(k) Plan is designed to remove the biggest barriers firms face.
Here’s what makes it different:
- Less Administrative Work
Centralized plan management means fewer day-to-day responsibilities for your team. - Reduced Fiduciary Burden
Key responsibilities are handled at the pooled level—helping reduce risk. - Lower Costs Through Scale
By joining with other firms, you benefit from collective pricing. - A Stronger Benefit for Your Team
Offer a competitive retirement plan that helps attract and retain talent. - For many firms, this means finally being able to offer a benefit that once felt out of reach.
- Empolyee Benefit of gaining access to professionally selected investment options, support from financial professionals, and educational tools and resources designed to help them stay on course to reach their retirement goals.