Level Four Advisory Services, LLC Launches New Pooled Employer Plan

DALLAS - Amzeal -- Level Four Advisory Services, a financial services firm with expertise in serving employer-sponsored retirement plans, has announced a new Pooled Employer Plan (PEP), Level Four Pooled Employer Plan, which is ready to accept new employers.

The Level Four PEP brings together two of the portfolio companies of Carr, Riggs & Ingram (CRI); Level Four Advisory Services as the plan advisor and CRI TPA Services as the third-party administrator. Group Plan Systems, LLC (GPS) is serving as the Pooled Plan Provider (PPP) and EPIC Retirement Plan Services will be the recordkeeper.

Jake Tomes, CEO of Level Four Advisory Services, LLC was quoted as saying, "Level Four has been considering a PEP since the SECURE Act was passed. Based on feedback from clients and partners at CRI, we see this as an ideal time to provide plan sponsors with a PEP option. We feel we have assembled a great team of service providers in the Level Four PEP to support our clients."

"We are excited about this opportunity to work with the teams at Level Four, EPIC, and Carr, Riggs, Ingram (CRI)," said Pete Swisher, managing Partner at GPS. "During our due diligence reviews, we came away impressed with the firms, and we think it's a great fit for GPS to serve as the PPP." Swisher added, "Based on the types of employers Level Four is looking to engage, we think the PEP could grow quickly."

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About Level Four Advisory Services

Level Four® Advisory Services ("Level Four") is an independent wealth management firm dedicated to providing a remarkable client experience to clients across the nation. Level Four is a portfolio company of one of the top accounting firms in the nation, Carr, Riggs & Ingram Capital, LLC (http://www.cricpa.com/) and is ranked #12 in Accounting Today's Top Firms by Assets Under Management (https://lsc-pagepro.mydigitalpublication.com/publication/?m=37089&i=662538&p=2&ver=html5). Level Four's focus is on delivering objective and proactive advice, which distinctly positions the firm to act as trusted advisors for clients, directing them in life's most important financial decisions.

About GPS

GPS provides independent fiduciary oversight that allows recordkeepers, TPAs, and financial institutions to serve retirement plans with confidence and at scale. For more information, please visit our website www.groupplansystems.com, or contact us via email at info@groupplansystems.com (mailto:info@pension-resources.com).