Broker Check

ASO, PEO, HRO Partnerships

Help Your HR Clients Offer Better Retirement Plans Without Becoming a Retirement Plan Expert

Partner with a retirement plan specialist who helps your clients evaluate Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), and modern 401(k) strategies—so you can deliver more value while staying focused on HR.

Schedule a Partnership Call
We partner with

We partner with

  • ASOs
  • PEOs
  • EORs
  • HR Outsourcing Firms
  • Fractional HR Consultants
  • HR Technology Providers
  • Payroll Providers
  • Employee Benefit Consultants

For a complementary introduction call - in 20 minutes or less, we can explore retirement plan options that enhance your offering to businesses.

Become a More Strategic Parnter

Instead of referring clients away...Offer a retirement plan resource that strengthens your relationship.

Enhanced Client Retention

Become the trusted advisor instead of just the HR provider.

Enhanced Benefits

Help clients improve recruiting and retention.

Expanded Service Offering

Differentiate your firm from competing HR providers.

No Additional Staff

We work alongside your existing team.

Why Employers Are Exploring MEPs and PEPs

Traditional Standalone 401(k)

  • Employer responsible for most fiduciary oversight
  • Individual administration
  • Separate plan costs
  • Limited purchasing power
  • Individual investment menu

Multiple Employer Plans / Pooled Employer Plans 

  • Shared administrative responsibilities
  • Streamlined plan management
  • Potential economies of scale
  • Professional fiduciary support
  • Competitive investment options



What We Evaluate

What We Evaluate

  • Current Plan Fees
  • Investment Lineup
  • Participant Outcomes
  • Employer Costs
  • Compliance
  • Payroll Integration
  • Fiduciary Responsibilities
  • Vendor Comparison
  • Employee Education
  • Retirement Readiness
  • Benchmarking
  • Plan Design

Why HR Firms Partner With Us

We Never Compete

We don't replace your HR services.

We Protect Relationships

You remain the primary trusted provider and partner.

We Make You Look Good

Our goal is to help your clients—and strengthen your value.

Let's Help Your Clients Build Better Retirement Plans

Let's Help Your Clients Build Better Retirement Plans

Whether you serve 20 employers or 2,000, we're ready to become your retirement plan resource.  We'll work with you to:

  • Lower retirement plan costs (when appropriate)
  • Simplified administration
  • Improved fiduciary support
  • Higher employee participation
  • Better employee education
  • More competitive benefits
  • Stronger recruiting and retention
  • Ongoing retirement plan oversight

Proud to work with WisesourceHR

Proud to work with WisesourceHR

We're excited to host a webinar with existing or prospective clients of WisesourceHR.  Join us on Thursday, August 20th at 1pm and 6pm to learn more about how to optimize your employee retirement plan!