Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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New York City District Council of Carpenters Benefit Funds
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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View More FIS Retirement Education Webinars, Podcasts and Conferences
Multiple Employer Plans (MEPs): The Very Latest [2019.11]FIS Retirement Education |
Nov. 13, 2019 Recorded Online Webinar |
Since the Department of Labor issued their 2012 guidance on “open MEPs,” there have been many unanswered questions and pressure for more guidance. 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. So far, both the DOL and IRS have proposed guidance, but these steps raise their own concerns. While the timing is uncertain, the SECURE Act looks likely to bring more changes to this landscape. This seminar will review the current status of the MEPs and PEPs. Topics include:
Objectives: After attending this Web seminar, attendees should be able to:
Speaker: David Schultz, J.D. |