Financial Advisors from HUB Investment Partners will be available this summer to hold individual meetings to highlight important details about the MEP, including new investment options and enhanced services available to all employees.
Your Next Steps
View the Webinar Detailing the Upcoming Changes
Given the significance of the upcoming changes in our retirement plan and new options available, you’re strongly encouraged to watch the recorded presentation. Details will be provided regarding:
- What the 403(b) Multiple Employer Plan (MEP) is.
- Why Ursinus College has chosen to join the MEP.
- Features of the new 403(b) MEP.
- Timeline of when the changes will take place, what to expect and how the retirement plan will work going forward.
- Decisions that must be made by all retirement plan participants.
- The new investment menu.
- Options available to guide you throughout the process.
Note: We realize that there will be questions related to these changes and ask that employees watch the recorded presentation before contacting the Human Resources office.
Schedule an Individual Appointment
Our Financial Advisors will be available to meet privately with employees to:
- Answer questions about the changes.
- Provide counseling and advice.
- Offer holistic financial planning.
You can sign up for an individual appointment with a Financial Advisor by using the scheduling link below.