Role of the Agent/Advisor2
Your agent/advisor brings added value to you as an Adopting
Employer of the 401k ELITE MEP. Among the helpful services:
• Conducts enrollment meetings for all eligible participants when
requested by the Adopting Employer.
• Is available to meet with individual participants.
• Conducts educational seminars for participants during enrollment
meetings as requested by the Adopting Employer.
• Serves as the point person for the Adopting Employer and provides
support on day-to-day issues.
Next Steps
The MEP offers an all-encompassing alternative to the complexities businesses
face today when sponsoring a qualified retirement plan.
If you currently offer a retirement plan and want to become an Adopting
Employer, here are some of the documents you need to provide:
• Copies of your plan document, adoption agreement, plan amendments,
and summary plan description
• A copy of your current 5500 filing
• A report detailing your plan’s investments and account balances
The review should take approximately three business days for plans that are
up-to-date and in full compliance. When it is complete, implementation can
begin. This includes:
• Completion of paperwork
• Plan design review
• Scheduling of enrollment meeting
• Preparation of enrollment materials
• Payroll processing for contribution submission
• Establishing the launch date
Finally, there’s a retirement plan that works for you.
Whether you currently
offer a single employer plan or are thinking about adding a retirement plan,
consider 401k ELITE MEP. To find out more, please call 800-923-2732.
2
Agent/Advisor refers to agent/producer, not registered investment advisors or their representatives.
This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas
Mutual Holding Company, including, but not limited to: Ameritas Life Insurance Corp., Ameritas Life
Insurance Corp. of New York, The Union Central Life Insurance Company, and Ameritas Investment
Corp., member FINRA/SIPC.
Ameritas Life Insurance Corp. is not licensed in New York. Each
company is solely responsible for its own financial condition and contractual obligations.
For more
information, visit ameritasNY.com.
Ameritas Life Insurance Corp. of New York
Retirement Plans Division
1350 Broadway, Suite 2201
New York, NY 10018
800-923-2732
EliteMEP.com
Ameritas® and the bison design are registered service
marks of Ameritas Life Insurance Corp. Fulfilling life® is
a registered service mark of affiliate Ameritas Holding
Company.© 2013 Ameritas Mutual Holding Company
401k ELITE Multiple Employer Plan is funded by an unregistered group annuity contract issued by
Ameritas Life Insurance Corp.
of New York (Form FA 64349). 401k ELITE Multiple Employer Plan
is a registered service mark of Ameritas Mutual Holding Company.
Pentegra Services, Inc. serves as the MEP sponsor.
Pentegra Services, Inc.’s Board of Directors
serves as the principal ERISA fiduciary. For more information on Pentegra, visit www.pentegra.com.
Mesirow Financial Investment Management, Inc., is an SEC registered investment advisor (Mesirow
Financial). The Mesirow Financial name and logo are registered service marks of Mesirow Financial
Holdings, Inc., © 2013, Mesirow Financial Holdings, Inc.
All rights reserved.
Pentegra Services, Inc. and Mesirow Financial Investment Management, Inc. are not affiliates
of Ameritas Life Insurance Corp.
of New York.
.