401k ELITE Multiple Employer Plan (MEP)®

Ameritas Life Insurance

Description

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. .