MEP and PEP Resources

Get There with Pooled Plan Solutions

Pooled employer plans (PEPs) and multiple employer plans (MEPs) can be excellent retirement plan options for businesses looking to save time and energy spent running their plan. Use the resources below to learn how a pooled plan arrangement can benefit businesses of all sizes.

PEPCAST: All things MEP and PEP

PEPCAST is an audio series designed to get you plugged into everything you need to know about pooled retirement plan solutions. 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 MEP and PEP markets, PEPCAST dives deeper into timely topics for plan sponsors and their financial advisors.

An Introduction to Pooled Retirement Plan Solutions
  • Reviews the origins of MEPs and PEPs
  • Discusses why PEPs are becoming popular with employers
  • Explains what to look for in a pooled plan provider
Are PEP Plan Designs Restrictive for Adopting Employers?
  • Breaks down PEP misconceptions
  • Describes what to look for when joining a PEP
  • Shares feedback from employers who have joined PEPs through Ascensus or affiliates
Are PEPs too Cumbersome for Adopting Employers?
  • Breaks down the myth that PEPs are an administrative burden to participating employers
  • Describes how PEPs can simplify employers' plan duties
Upcoming Soon - Do PEPs Have Hidden Costs That Make Them More Expensive?
  • Counters the misperception that PEPs cost more than standalone plans
  • Describes why fee due diligence is important
  • Covers benefits of participating in a much larger plan

Additional Resources


The Ascensus Secure Retirement PEP Guide The Ascensus Secure Retirement PEP allows employers to offload many complex aspects of running a retirement plan to the pooled plan provider. Learn more about the Ascensus Secure Retirement PEP offering and its key benefits for employers.
Interested in pooled plan solutions?

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 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 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.