ASC Systems have everything you need to efficiently start or scale your MEP/PEP offerings.
Efficiencies and simplifications from features such as:
Reduce manual workloads across valuation, testing, plan documents, and reporting.
Improve accuracy and consistency with continuously updated, synchronized plan data
Eliminate duplicate entry across Plan Documents, Compliance, and 5500 reporting
Automated Workflows & Consolidated Testing:
Shorten processing cycles and accelerate key compliance tasks
Standardize processes so your team can support more plans with the same staff
High-Volume Automation & Integration:
Scale efficiently and confidently as your MEP/PEP business grows
Flexible Support for Both Open and Closed MEPs, PEPs & PEOs:
ASC’s adaptable systems accommodate any administrative model and offer customizable configurations, ensuring streamlined, automated processes for all participating employers and supporting efficient beginning or expansion of your MEP/PEP business.
You can rely on our decades of experience supporting MEPs, and more recently PEPs. Long before SECURE Act authorized PEPs, effectively creating “Open MEPs”, the ASC Systems and ASC Support Team have been helping TPAs and large financial institutions build and maintain their MEP businesses.
Wizard Tools That Standardize and Simplify MEP/PEP Workflows
ASC’s customizable wizard tools guide administrators through complex MEP/PEP processes, ensuring accuracy while reducing training time. These wizards simplify:
- New plan setup
- Employer allocations
- Compliance steps
- Reporting tasks
The outcome is a repeatable, efficient workflow that minimizes errors and supports fast, scalable growth.
Real-Time Sync Across ALL ASC Systems for your MEPs/PEPs
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From plan document creation to administration and compliance testing to 5500 forms filing your MEP/PEP plans are supported. The data flows automatically from each ASC System into the next.
This deep integration eliminates duplicate data entry, improves accuracy, and delivers a streamlined, automated workflow from start to finish.
Fully Integrated MEP/PEP Processing in ASC Plan Documents
ASC’s DGEM Plan Document System offers robust MEP/PEP functionality backed by seamless integration. Administrators can:
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Create documents for the master MEP or PEP plan. Then, with just a couple of clicks, copy that plan to each adopting employer.
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If you need to make any changes to the master plan after you have created the adopting employer’s plans, you can quickly and easily push the changes out to the applicable adopting employer’s plans.
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Produce a List of Modifications that specifies just the specific changes made to an adopting employer’s plan, or a customized adoption agreement that overlays the adopting employer’s elections over those in the master plan.
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The system automatically builds an SPD and Plan Summary, tailored for each adopting employer
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Amendments to the master plan can be easily pushed out to all or a specific group of adopting employers
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Amendments to the adopting employer’s plans can be done in batch based on either changes made to the master or changes that are different from the master.
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Differences between the master and adopting employer’s elections are watermarked in the adopting employer’s online checklist for easy identification.
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Cycle restatements are a breeze with ASC’s MEP and PEP Processing! Simply restate the master and all adopting employer’s plans are simultaneously restated. -
Make any needed changes to the master plan and then use the “Update Adopting Plans from Master” feature to push those changes to the adopting ERs.
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Additional changes to adopting employer’s plans may be made individually or in batch. (E.g., add Roth/In-Plan Roth Conversions to all plans that did not previously offer it; add QBADs to a select group of plans, etc.)
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All prior changes made to the adopting employer’s plans carry over to the new restated plan with no additional updates required!
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Fully integrated esign simplifies the signature process for both the master and adopting employers
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Synchronize plan provisions directly with ASC’s Valuation and Compliance Testing Systems
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Share data in real time across Documents, Compliance, and 5500 via ASC’s proprietary API
Automated Compliance Testing for MEPs and PEPs
ASC’s Single Step Processing (SSP) automates the entire MEP/PEP compliance testing cycle, allowing administrators to handle larger plan volumes with remarkable efficiency. SSP delivers:
- Batch testing across multiple adopting employers
- Automated data import and validation
- Streamlined correction workflows
- Instant report generation
- Minimal manual touchpoints
The result: Accurate, consistent testing that saves time, reduces risk, and enables firms to scale without adding staff.
Streamlined Processes • Fewer Errors • Minimal Manual Work
Automated, Integrated 5500 Reporting for MEPs/PEPs
ASC’s 5500 System simplifies the complex world of MEP reporting. Users can:
- Select the “Multiple-employer” indicator on Form 5500/SF
- Upload the required participating employer list (name, EIN, percentage of contributions)
- Use DGEM’s downloadable “Multiple ER Plans Participating Employer Information” template
Whether the MEP/PEP is structured as a single case with Locations or multiple cases, ASC automatically aggregates and delivers the required combined Form 5500 data—with seamless API upload.
Two Powerful Ways to Configure and Administer MEPs/PEPs
Option 1: Individual Cases for Each Adopting Employer
Create separate cases for each employer and use ASC’s Multiple Plan Maintenance feature to aggregate data for combined reporting or analysis.
Option 2: Single Case Using ASC’s Locations Feature
Manage the entire MEP/PEP within one case and identify each adopting employer using Locations. This configuration supports:
- Full compliance testing
- Employer-level allocations
- Automated 5500 exports
—all with the same simplicity as a traditional single-employer plan.
Grow Your MEP/PEP Business with ASC
ASC puts your business growth first with a fully automated, fully integrated MEP/PEP ecosystem—strengthened by years of expertise supporting MEPs and PEPs before they became industry standards.
With ASC, you can:
- Reduce manual workloads through end-to-end automation
- Improve accuracy and consistency with real-time data synchronization
- Eliminate duplicate entry across documents, testing, and reporting
- Shorten processing cycles with streamlined workflows
- Support more plans with the same staff
- Scale efficiently and confidently as your business grows
ASC delivers the automation, integration, and operational strength providers need to lead—and win—in the rapidly expanding MEP/PEP marketplace.
