Bernstein Private Wealth Unveils PEP
Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., announced today the launch of the Bernstein PEP, a new pooled employer plan designed to enhance retirement benefit options for small to-mid-sized businesses and private equity firms.
“We are excited to bring our new PEP to the DC retirement market in collaboration with Empower and the National Professional Planning Group,” said Halley Love, head of Bernstein Retirement. “Retirement plans are common across small to mid-sized businesses and private equity firms, yet many still operate without the full governance structure, administrative efficiency, or participant engagement tools needed to drive long-term impact. Our PEP addresses these gaps by simplifying plan management, reducing complexity, and helping employers deliver a more robust and engaging retirement benefit to their employees.
Bernstein serves as the 3(38)-investment advisor, Empower as the recordkeeper, and the National Professional Planning Group (NPPG) as the pooled plan provider (PPP).
Bernstein has $144 billion in assets under management as of June 30, 2025.
