Grow Your MEP/PEP Business with ASC

ASC’s platform delivers the efficient and powerful MEP/PEP capabilities you need to scale your MEP/PEP offerings. Efficiencies and simplification from features such as:

• End-to-End Automation: Reduce manual workloads across valuation, testing, plan documents, and reporting.
• Real-Time Data Syncing: Improve accuracy and consistency with continuously updated, synchronized plan data
• Systemwide Integration: Eliminate duplicate entry across Plan Documents, Compliance, and 5500 reporting
• Automated Workflows & Consolidated Testing: Shorten processing cycles and accelerate key compliance tasks
• Wizard-Driven Guidance: 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

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.

Fully Integrated MEP/PEP Support in ASC Plan Documents

Real-Time Sync Across Systems for your MEPs and PEPs

ASC’s DGEM Plan Document System offers robust MEP/PEP functionality backed by seamless integration. Administrators can:

• Create, modify, update, and restate documents for the master plan and each adopting employer
• Synchronize plan provisions directly with ASC”s Valuation and Compliance Testing Systems
• Share data in real time across Documents, Compliance, and 5500 via ASC’s proprietary API

This deep integration eliminates duplicate data entry, improves accuracy, and delivers a streamlined, automated workflow from start to finish.

Automated Compliance Testing for MEPs and PEPs

Streamlined Processes • Fewer Errors • Minimal Manual Work

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.

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.

Flexible Support for Both Open and Closed MEPs

ASC understands that each provider manages plans differently. Whether your MEP is open or closed, ASC’s systems:

• Adapt to your preferred administrative model
• Provide customizable user configurations
• Support consistent, automated processes across all participating employers

This flexibility makes ASC ideal for organizations looking to expand their MEP/PEP offerings while maintaining operational efficiency.

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.