TAIS MEP for Retirement

A Members-Only Benefit with Strategic Impact and Personal Reach

The TAIS Multiple Employer Plan (MEP) is a custom-designed, IRS-approved retirement solution built specifically for independent schools. Offered in collaboration with Duncan Williams, TIAA, and Pentegra, the MEP helps schools reduce retirement plan costs by an average of 30%, lower fiduciary risk, and simplify administration—while giving faculty unlimited access to personalized financial advising.

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