A Multiple Employer Plan (MEP) is a fully-integrated yet fully customizable, turn-key retirement plan designed to reduce employer and personal fiduciary liability. An ‘open’ MEP is a plan where participating unrelated employers have no commonality except for providing retirement benefits to their employees.
At the participant level, the plan will feel very much the same as any 401(k) plan available in the marketplace. In fact, employees may not even notice a difference at all!
The benefits are just as compelling from the perspective of the Adopting Employer:
Employer serves as Plan Sponsor, named fiduciary, & Trustee of Plan. Responsibilities include:
Eliminates the burdens associated with a traditional 401(k) by reducing the above list to four items. The employer only needs to:
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Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.
Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.Get Started