Your Guide to Pooled and Multiple Employer Plans

Multiple employer plans (MEP) have existed for years, but many small businesses weren’t able to benefit due to compliance rules. Recent legal amendments from SECURE Act 1.0 and SECURE Act 2.0 have clarified the rules and made them easier to understand and implement.

Use this guide to support small to mid-sized businesses and nonprofits as they determine which retirement solutions are best suited for their goals, including:

• Key differences between multiple employer plans
• Potential benefits of each plan for employers
• How Vestwell makes it easy to manage MEPs on a modern platform