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Not all MEPs are created equal!
When The Independent School Group Retirement Plan launched in 2021 no one in the 403(b) space knew about MEPs (Mutliple Employer Plans) but now they're all the rage. And for good reason, they just make good sense. As "the original" plan offered for independent schools, this is what we want you to know about the community we've created:
- The legal work on this plan was performed by the firm that wrote the book on ERISA for NAIS
- Our plan auditor wrote the official auditing guide for multi-employer plans (different than MEPs) and is expected to write the audit guidelines for MEPs
- Our advisory partner, OneDigital, has an extremely long and strong history with independent schools and has provided us an A+ team of staff to work with
- The recordkeeper for the plan, Transamerica, is the leader in the MEP space with an extraordinarily easy user experience for your participants
All in all, this plan has bundled a best in class team for every facet of this retirement plan.
To find out more about the plan, visit indyschoolretirement.org and then join us on May 15th at 3:00 (eastern).
The Independent School Group Retirement Plan... A Multiple Employer Plan for Independent Schools
This event is hosted by MISBO
https://www.dropbox.com/request/p7aSKZrRHsS1UK4mdhCY
Click REGISTER NOW above to get started.