Group Retirement Plans | FuturePlan PEP & MEP Solutions
Experience. Flexibility. Results.
Group retirement plans are transforming how clients deliver value, and FuturePlan is your strategic partner in this evolution—offering scalable, compliant solutions that simplify administration and support long-term growth. As a National TPA with industry-leading expertise, FuturePlan’s Group Plan Center of Excellence delivers streamlined, customized solutions to support your pooled employer plan (PEP) and multiple employer plan (MEP) needs.
Unlocking Scalable Growth with PEPs and MEPs
PEPs and MEPs offer scalable retirement plan structures that streamline administration, reduce complexity, and support the needs of small to mid-size employers. There are multiple ways we can plug-in to support your organization’s group plan needs. Serving as 3(16) fiduciary, third-party administrator (TPA), pooled plan provider (PPP)—or all the above. Our offering can flex to help where you need us most.
Key Benefits of Partnering with FuturePlan:
- Reduced fiduciary risk and administrative complexity through shared responsibility
- Scalable infrastructure to support growing plan populations and evolving client needs
- Simplified plan oversight with centralized governance and streamlined operations
- Cost-effective retirement plans for small to mid-sized employers
- Modern, bundled plan designs with flexibility to align with your platform and clients
Let’s build a better retirement experience—together.
FuturePlan’s Edge in Group Retirement Services
FuturePlan combines deep industry experience with unmatched flexibility, making us the partner of choice for group retirement plan administration. Our proven track record, adaptable service models, and specialized expertise in the evolving retirement landscape empower us to deliver compliant, customized solutions for PEPS and MEPS. Whether you're an institutional retirement partner, recordkeeper, financial advisor, plan sponsor, or HR benefits administrator, we offer strategic support tailored to your unique needs.
Leverage our scale and expertise in group retirement plans to help you:
- Deliver an enhanced service experience
- Integrate flexible servicing models tailored to your clients
- Drive operational efficiencies by plugging us in as 3(16), TPA services, or PPP
- Outsource to a proven partner with expertise you can rely on