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PP&W Retirement Plans

PP&W has more than 25 years of experience working in local communities to help business owners plan and prepare for their future.  Just as importantly, we are focused on your employees’ retirement readiness, providing innovative ways to coach your employees toward financial wellness.  After all, your employees are among your most valuable business assets; helping them get ahead is good for business.

PP&W understands the challenges business owners face, and we are prepared to guide you through the entire process, from plan design, getting your people enrolled and then consistently educating them toward financial independence (which we do differently).

Our non-biased, fiduciary approach gives you the confidence that we will act in participants’ – and your company’s - best interests to provide an effective retirement program while minimizing expenses and complying with plan regulations.

Why work with PP&W:

  • Fiduciary Training
  • Corporate Plan Governance
  • Plan Design Benchmarking
  • 3(21) & 3(38) Services
  • Emphasis on Financial Wellness for Employees
  • Participant Guidance

Plan Facts as of December 31, 2020, derived from record keeper partners:

  • Our plans serve over 500 participants across the Southeast
  • On average, our 401(k) plan clients have been with us 12.5 years

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