Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Multiple Employer Plans: The Latest on MEPs and PEPs [2019]FIS Retirement Education |
Feb. 13, 2019 Recorded Online Webinar |
2012 Department of Labor Guidance on “open MEPs” answered some long-standing questions but created many more. Open MEPs are a series of separate plans under ERISA, not a single ERISA plan. However, “closed” MEPs can still be treated as single plans under ERISA. The so-called “one bad apple rule” creates risks to participating employers, but MEPs have many potential administrative and cost advantages over single-employer plans. The President, Congress, and the Department of Labor have all recently weighed in on the potential benefits of, and the need for changes to MEPs, and Congress has proposed the creation of Pooled Employer Plans (PEPs) as an alternative. This seminar will review the current and proposed MEP and PEP landscape. Topics include:
Prerequisites: There are no prerequisites or other advanced preparation for this program. However, the speaker will assume that attendees understand the operation of 401(k) plans in general and have one year of experience. The speaker will not assume prior experience with multiple employer plans. Level: Intermediate NASBA Field of Study: Taxes Speaker: David Schultz, J.D. Objectives: After attending this Web seminar, an attendee should be able to:
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