Multiple Employer Plan and Pooled Employer Plan Support

Today, MEP & PEP administration is a maze.

Plan sponsors juggle dozens of adopting employers, each with its own payroll quirks and eligibility rules. TPAs stitch together spreadsheets to run employer-level tests, then re-aggregate everything for the consolidated 5500—while scrambling to keep portals, permissions, and audit trails in sync. It’s slow, error-prone, and painfully expensive.

We’re fixing that.

What’s Coming

We’re rolling out MEP / PEP Intelligence—purpose-built tooling that treats a multi-employer plan like the single, fluid object it really is.

That means:

• Adopting-Employer Profiles — configure eligibility, vesting, match, and payroll specs for each employer without touching the core plan document

• Dual-Lens Reporting — flip between employer-specific and consolidated views for census, payroll, testing, and participant data in one click

• Smart 5500 Prep — generate individual or aggregated filings (and signatures) from the same data set—no double work

• Granular Access Controls — plan sponsor dashboards, employer-only portals, and read/approve roles that map to real fiduciary lines

• Unified Audit Trail — every provision change, data upload, and approval logged once, visible everywhere