Plan Design – MEP




Plan Design – MEP

Multiple Employer Plans can provide Fortune 500 benefits to businesses on a cost-effective basis. Through an MEP, adopting employers can benefit from comprehensive plan design consultations without sacrificing the available features typically offered to single employer plans. In addition to cost effective economies of scale, an MEP can also provide plan design flexibility when used properly.

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Transamerica Retirement Services

Segment One

With over one billion in Multiple Employer plan assets, Transamerica Retirement Services (Transamerica) is the leading innovator for Multiple Employer Plan services. Transamerica is a well-known and respected provider with more than 70 years in the retirement services industry. Ranked as one of the top providers of retirement plans, Transamerica services over 15,000 plans and more than 770,000 individual participants with over $16.0 billion in plan assets under management.

Contact Kelly Michel by phone at (866) 393-8967 x2447 or by email at Kelly.michel@transamerica.com

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Segment Two

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Guest

Kelly Michel
Sr. VP, Institutional Sales & Business Development Group, Transamerica Retirement Services
Kelly Michel is the Sr. VP of Institutional Sales & Business Development and a member of Transamerica Retirement Services senior management team. Ms. Michel is responsible for developing and executing the strategic direction of Transamerica's product distribution. In this role, Kelly has direct oversight of the MEP Markets, Business Development Groups and the sales & marketing of the Single Premium Group Annuity solutions for terminating Defined Benefit plans. Providing cross border DB and DC plan solutions for multinationals, she is an active member in the AEGON Global Pensions group. Kelly is an active member of the National Association of Professional Employer Organizations. She is also the author of numerous articles on Multiple Employer retirement plans and their use in the Professional Employer Outsourcing marketplace. Kelly holds the AIF designation from the Center for Fiduciary Studies, affiliated with the Katz Graduate School of Business, University of Pittsburgh. She received her Bachelor of Science in Business Management from Pepperdine University in Malibu, California. Kelly is a registered representative and principal with FINRA as well as a licensed insurance agent.


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