Pooled Employer Plan (PEP)
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PEP Advisers

Our 401(k) Maneuver
Benchmarked Returns

We think our 401(k) Maneuver PEP (Pooled Employer Plan) is like having the Best House in the Best Neighborhood at the Best Price.

Let Us Benchmark Your Current Plan For Free And See What Else Is Available In The Marketplace. If Nothing Else, You'll Have It On File For Compliance Reasons For Your Quarterly Committee Reviews. What Do You Have To Lose?

Additional Important Disclosure

• Performance results are presented net of the highest advisory fee charged to any client and include the reinvestment of dividends and capital gains
• Past performance may not be indicative of future results. No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio
• Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Asset allocation and diversification do not ensure of quarantee better performance and cannot eliminate the risk of investment losses
• Content should not be viewed as personalized investment advice. Market events and other factors may affect the reliability of the potential outcomes. Simulated growth is purely hypothetical and does not represent actual performance.
• Projected growth may be better or worse than the projections. Projections are based on assumptions that may not come to pass and are used for illustrative purposes only. Projected growth does not reflect the impact that taxes, investment expenses, and advisory fees will have on the results. Projections are derived from sources deemed to be reliable. No warranty or guarantee is made as to their accuracy or completeness.
• Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor’s portfolio.
• Content should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change.
• All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Discussions should not be construed as recommendations by Royal Fund Management LLC to buy or sell any specific security.
• There is no guarantee that Empower will rebalance every participant account at the same time, or even on the same day, as trades are placed at the time instructions are provided by Royal Fund Management, LLC.
• All investment strategies have the potential for profit or loss. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.