How MEPs and PEPs Can Benefit Advisors and Their Clients
Scale your business by offering Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs), which reduce administrative and financial burdens for employers.
Key Points
- Lower Costs and Tax Credits: MEPs and PEPs can offer lower plan costs and potential tax credits, making it easier for advisors to present cost-effective retirement solutions to clients.
- Reduced Fiduciary Responsibilities: These plans minimize fiduciary duties and operational tasks for employers, allowing advisors to offer simplified and compliant retirement plan options.
- Comprehensive Support: Advisors can leverage integrated services like payroll tracking, fiduciary management, and flexible plan design to enhance client satisfaction and streamline plan administration.