With the passing of the SECURE Act, came the birth of the Pooled Employer Plan (PEP) and some significant relief to employers who offer their employees a 401(k) plan. An employer adopting a PEP no longer has to sponsor a retirement plan, relieving them of 99% of administrative tasks and oversight. Not only does a PEP significantly reduce fiduciary responsibility, but it also eliminates the plan audit at the sponsor level, while providing your employees a state of the art participant experience. For more information visit our page on a Pooled Employer Plan (PEP).

We will work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

When developing your family or business plan, many levels of skill may be needed. Our role is to understand your goals and vision for your family and business affairs. Our professionals partner with you, your attorneys and accountants, to facilitate and bring your vista into focus. By providing holistic guidance and resources, Vista Partners will help you design a single comprehensive strategy, incorporating your financial goals and interests.