Connection B2B
Retirement Plan Consulting — MEP & PEP Specialists
MEP / PEP • Recordkeeping • Benefits
Retirement Plans and Benefits — Simplified
At Connection B2B, we help businesses implement and manage MEPs, PEPs, and supplemental benefits that save money, reduce administrative burdens, and improve employee retention.
Services
MEP & PEP Strategy
Design, vendor selection, implementation, governance, and compliance support.
Recordkeeping & Administration
Operational analysis, process improvement, platform migrations, and oversight.
Supplemental Benefits
Tax-advantaged employee and executive benefit programs for retention and savings.
Plan Audit & Fee Analysis
Independent assessments to ensure fees are competitive and services match needs.
Experience
- Owner — Recordkeeping & Administration Company
25+ years leading operations, compliance, and sponsor services. - Plan Consulting & Implementation
MEP & PEP structuring, conversions, governance, RFP/vendor selection. - Supplemental Benefits Design
Tax-optimized benefit solutions to lower costs and boost retention.