Advisor MEP and PEP Resources

Boost Your Business with Pooled Retirement Plans

The retirement market is changing rapidly—and as an advisor, being able to adapt to new opportunities and challenges is vital. Use these resources to stay up to date on multiple employer plans (MEPs) and pooled employer plans (PEPs), which offer advisors a lucrative opportunity to grow their practice.

PEPCAST Advisor Series: All things MEP and PEP

The PEPCAST advisor audio series dives deeper into timely topics that will help you capitalize on growing client demand for pooled retirement plan solutions. It’s hosted by Ascensus’ Aimee Furness, director of marketing strategy, and Dale Essenmacher, vice president and a pooled plan specialist with more than a decade of expertise in the multiple employer plan (MEP) and pooled employer plan (PEP) markets.

Using PEP Power to Grow Your Business

Covers how to grow your business by leveraging economies of scale
Describes how PEPs reduce administrative burden to increase your capacity to sell
Discusses how to increase assets under management and revenue with new market opportunities

How Advisors Launch Their Own PEPs to Increase Brand Awareness

Discusses the potential to grow your brand by launching your own PEP solution
Describes how the right partner enables you to execute a custom solution that fits your strategy
Provides proven ideas from our many successful PEP partnerships

How Advisors Use PEPs to Work with Centers of Influence for Cross-Selling

Describes how chambers of commerce, payroll companies, and other associations fit perfectly under the umbrella of an advisor’s branded PEP
Explains why PEP solutions are a gamechanger for associations that don’t have a retirement product
Reviews the potential for cross-selling to drive growth

How Advisors Use PEPs to Increase Profit Margins

Reviews how PEPs can increase efficiencies and lower client costs
Discusses roles and responsibilities in the PEP and your unique value proposition as an advisor
Explains why advisors are turning to PEPs to increase profit margins

Additional Resources

PEP Marketing Plan

As an advisor, you know the importance of prospecting, but you might lack the time to put together a marketing strategy. This resource provides a customizable pooled employer plan (PEP) marketing plan with templates and ideas for social media, email, and more to make promoting—and growing—your business easy.

Leveraging MEPs to Help Close the Gap in U.S. Retirement Savings

Discover how MEPS and PEPs differ in their features and benefits, and how both types of plans can help clients overcome common obstacles to offering a retirement plan.

Plug into PEP Resources to Accelerate Business Growth

Leverage Ascensus' PEP resources to expedite your business growth by tapping into their comprehensive suite of tools and materials designed to support financial advisors.

Protect Your Practice with MEP to PEP Conversions

Learn how to streamline your MEP to PEP conversion process for a smooth transition with your retirement plan offerings.

Growing Your Practice with MEPs and PEPs

Find out how MEP and PEP offerings can enable business growth for advisors and provide ready-made retirement solutions to clients.

Unlock New Client Opportunities with PEPs

Open up new avenues for client engagement and business expansion for advisors with pooled plans.

The Ascensus Secure Retirement PEP allows clients to offload many of the complex aspects of running a retirement plan to the pooled plan provider. Learn more about this offering and its benefits for clients.

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Review Ascensus MEP & PEP

MEP and PEP Solutions

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Plan Sponsor MEP/PEP Resources

Access client resources

Newport Group, Inc. ("NGI"), an Ascensus company, is a registered Pooled Plan Provider offering professionally-managed Pooled Employer Plans ("PEPs"). More information regarding Newport's registration and available plans can be found at www.efast.dol.gov by clicking Form PR Registration Search, entering "Newport" in the Legal Business Name field, and then clicking "search" at the bottom of the page.

NGI and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, insurance, and brokerage services. Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, ("NGC") a registered investment adviser and wholly owned subsidiary of NGI. For more information about NGC and its services, please visit www.newportgroup.com or refer to NGC’s Form ADV Part 2, which is available by contacting us at 407-333-2905, or by visiting our website.

Ascensus, LLC provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor. Neither Ascensus, LLC nor NGI provide tax, legal, or accounting services.