Multiple Employer Plans

A Multiple Employer Plan (MEP) is a unique retirement plan structure that enables smaller companies to aggregate assets to negotiate large plan benefits and services on a small plan budget. MEPs offer multiple benefits to companies who want to reduce fiduciary liability and eliminate most plan sponsor functions, such as selecting and monitoring investment options, acting as trustee, or acting as a plan administrator.

In essence, the participating employer is no longer the plan sponsor thereby mitigating much of the fiduciary liability associated with sponsoring a plan.

Reduced Fiduciary Responsibilities of Plan Sponsors

Your clients will appreciate that as a participating employer in the FamilyWealth AdvisersTM MEP, we will accept responsibility under ERISA 404(a)(1)(D) for ensuring that the Plan is operated within the terms of the Plan Document, subject to the fulfillment of any responsibilities retained by the employer.

This means that the Plan Administrators for the  FamilyWealthTM MEP will oversee many critical functions of daily plan operations:

  • Indemnify the Plan, Participating Employer, and employees serving as fiduciaries against losses incurred by breach of fiduciary duty by AdviserSourceTM
  • Prepare and maintain the plan documents
  • Deliver participant fee disclosures
  • Deliver required notices and disclosures
  • Provide an annual plan review
  • Prepare and submit the annual Form 5500, and any other required filings
  • Oversee compliance testing

Why Choose Us?

The FamilyWealthTMAdvisers platform provides advisers with unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTMAdvisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

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