Multiple Employer Plan
Joining Forces for Better Value
In a multiple employer plan (MEP), employers band together to provide a robust retirement offering while sharing the cost and administration of the plan. A MEP can help you streamline administration, get individualized plan designs, manage fiduciary risks and better control your overhead costs.
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ISACS serves more than 240 member schools in 13 states
The Ferguson Team
The Ferguson Team at The Kelley Financial Group is dedicated to building stronger financial lives through comprehensive financial planning. We serve individuals and institutions as fiduciaries. Our approach is based on trust, collaboration, and executing carefully crafted financial plans with confidence.
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William E. Ferguson, AIF®, BFA™
Private Wealth Advisor
15 years of TIAA expertise | Strengthening retirement plans for schools & nonprofits.
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Noah Ferguson, CFP®
Certified Financial Planner®
Streamlining operations and supporting the development of financial strategies.
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Justin Porco, CFP®
Certified Financial Planner®
Guiding educators with clear, practical retirement and financial planning strategies.
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Courtney Wolfe
Client Services Assistant
Supporting clients with attentive service, paperwork coordination, and seamless care.
Your MEP Team That Works For You
By coming together, each institution has access to a team of specialists. The MEP structure eliminates many of the administrative challenges, which frees up staff to focus on more critical tasks.
Plan Sponsor
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Providing specialized options for your member schools
Record Keeper
Dynamic plan sponsor and participant services
Third Party Administration
Administrative execution and compliance
3(38) Investment Manager
Well documented process to reduce liability
Participant Education
Educate and inspire positive change in participant behavior
