GPS PEP Options

The GPS Open PEPs provide access to already established plans with a single, centralized 3(38) investment fiduciary, where advisors focus on consulting, participant support, and overall plan guidance. Open PEPs may be designed for specific industries or broadly available to all employers and can offer flexible service models through bundled or unbundled providers.

GreenPath

Purpose-built for cannabis employers-without size limitations

  • Bundled Recordkeeper & TPA = PCS Retirement
  • 3(38) Investment Manager = CuraFin Advisors​
  • PEP Fit = The GreenPath PEP is purpose-built for employers in the cannabis industry. Built for all plan sizes from start-up and beyond.

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GPS Navigator

  • Bundled Recordkeeper & TPA = July Business Services (JULY)
  • 3(38) Investment Manager = Envestnet Retirement Solutions (Envestnet or ERS)
  • PEP Fit = Firms may choose to control the investments in a turn-key arrangement, but GPS Navigator is also available as an open PEP for all advisors. Built for start-ups to mid-sized plans.

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Head Start 401(k) and 403(b) Plans

  • Recordkeeper = Voya
  • TPA = FuturePlan
  • 3(38) = Alera Group
  • PEP Fit = The Head Start Retirement Programs were purpose-built for Head Start affiliates, but open to all employers. Built for mid- to larger-sized plans.

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