Do You Need Some PEP In Your Step?

Do You Need Some PEP In Your Step?

A word of caution before we begin: Be careful what you Google. The PEPs we deal with are not the “Politically Exposed Persons” you’ll find by simply searching “What are PEPs?” Ours are of the financial variety, and in no way involve risks of bribery and corruption by...
5 Practical Ways We Help Financial Advisors Thrive

5 Practical Ways We Help Financial Advisors Thrive

Financial Advisors know that it takes a lot of work to manage a retirement plan. Advisors who work with businesses may want to offer 401(k) options as a service to their clients, but juggling the rules and regulations can be overwhelming. There’s no room for error—if...
How Open MEPs Became One of the Best Retirement Options You Haven’t Heard About

How Open MEPs Became One of the Best Retirement Options You Haven’t Heard About

What if there was a better alternative to traditional 401(k)s? When the average American thinks of how to prepare for retirement, a few financial options come to our minds. 401(k)s and IRAs have been at the forefront of the retirement industry since the late seventies/early eighties, but they were not the first (nor are they always the best) options when it comes to planning for your (or your employees’) retirement. Let us introduce you to the Open MEP.

What is an Open MEP Guide

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