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Employer has been a participated  in a MEP for several years. Not an auto enrollment  plan

As of 1/1/2025 the plan will move to a PEP.

Does the move to a PEP trigger the Auto Enrollment requirement for 2025?  Or is the plan grandfathered since it was in place prior to the Auto Enrollment Requirement.

Getting different responses from recordkeeper and TPAs?

Thank you.

 

 

  • 3 weeks later...

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