A Multiple Employer Plan ("MEP") is a distinct type of retirement plan in which the employers joining together to pool their purchasing power within a single plan.

MEPs make it easy for any size organization or association to offer a cost effective, high-quality institutional level retirement plan with streamlined administration, professional oversight, and reduced risk to their valued members.

Aggregated plans bring together a a range of comprehensive array of services, fiduciary support and investment platform to offer employers and employees a seamless retirement plan solution; each tailored to the organizations goals, while having the ability to maintain each plans unique design.  

MEPs are a powerful tool to help associations attract and retain members; and small employers gain economies of scale to obtain cost effective professional oversight and investment management, fiduciary relief, and reduced HR, so their employees an focus on what they do best.

Oversight of Multiple Employer Plans in any capacity requires the knowledge, skill and experience of a true retirement plan specialist.

Core Financial Partners is proud to be a valuable and respected resource in this highly specialized area fiduciary oversight among our advisor peers, and valued clients.