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.
Featured
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 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.
