Different Ways to Build a Pooled Employer Plan (PEP)

ASPPA [American Society of Pension Professionals & Actuaries]

The session will explore different ways a Pooled Plan Provider (PPP) can structure a Pooled Employer Plan (PEP). It will include who can be a Pooled Plan Provider, what the different roles in a PEP and how they differ from single employer plans. Finally, the session will discuss the latest on the DOL and IRS guidance for PEPs.

Learning Objectives:

• Identify the employer, pooled plan provider, sponsor, administrator and co-sponsor of a PEP
• Determine the different service provider compensation options in a PEP
• Identify the employer, administrator and PPP roles in a PEP

Speaker: Jake Linney, CPC, CPFA, American Retirement Association, Director, Key Accounts

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