MEPs vs. Standalone Plans: Consultant’s Strategic Guide

ASPPA [American Society of Pension Professionals & Actuaries]

The retirement plan landscape is changing fast, and employers have more options than ever. MEPs (Multiple Employer Plans) and PEPs (Pooled Employer Plans) offer cost savings, compliance relief, and simplified administration—but standalone plans still provide unmatched control, flexibility, and customization.

In this Point/Counterpoint session, you’ll discover the advantages and trade-offs of pooled versus standalone plans, understand how the marketplace is evolving, and gain strategies to guide clients toward the right solution. Whether your clients are exploring MEPs/PEPs for the first time or considering leaving a pooled plan, this webcast equips you with the insights you need to lead confident, high-value conversations. 

Learning Objectives:

• Compare pooled and standalone plans to identify which option best fits client needs.
• Understand the marketplace trends driving the growth of MEPs and PEPs. 
• Apply strategies for client guidance when evaluating or transitioning between plan types. 

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