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
• 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.

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

• 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 Support in ASC Plan Documents

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
• 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
• Make a change in the lead ER and propagate down to some or all of the adopting employers
• Revert changes from the adopting employers
• Identify differences in the online checklist where an adopting employer has different provisions than the lead
• Generate SPD specific to each participating employer
• Generate a list of modifications that shows exactly what is different from the lead plan
• E-Signature feature for easy tracking of timely execution

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.

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.