For close to 20 years we have pushed the envelope, looking for innovative ways to better serve our hardworking clients. And today we’re excited to present our newest solution, the Blue Horizons Pooled Employer Plan, powered by BlueStar.
If you are curious about joining a Pooled Employer Plan (PEP), but have been hesitant, now’s the time to make the move. Our brand new, turn-key solution is perfect for existing plans looking to outsource fiduciary responsibilities or for groups looking to establish a retirement plan for the first time.
We have been a leader in Multiple Employer Plans (MEP) administration for almost two decades, with an experienced team perfectly suited to service our new Blue Horizons PEP. Our organization has worked tirelessly to create robust, cutting-edge technologies to construct a premier PEP experience for businesses of all shapes and sizes, and their employees.
The Blue Horizons plan leverages the expertise of industry leaders like IRON Fiduciary and Charles Schwab Trust Bank, so you can rest assured that your plan is in the hands of experts.
What should you expect by joining?
- Outsourced plan fiduciary responsibilities such as investment menu selection, administrative transaction approval, and plan sponsor liabilities
- Dedicated contacts, from conversion to daily plan servicing
- Custom web branding catered to extend your company’s aesthetic to our participant portal
- Payroll software integrations available
- Brand new MyPlanConnection.com mobile app
- And much more!
For more information, contact us today!