Complimentary for Members

On-Demand Self-Study

NYSED 1.5

MEPs, PEPs and More - Employee Benefits Conference

On-Demand Self-Study
NYSED 1.5
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    Instructor

    Ron
    Ulrich

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    Mr. Ron Ulrich

    Bio
    Ron Ulrich serves as the vice president of product consulting and compliance for ADP Retirement Services, where he is responsible for delivering products and services to plan sponsors in order to help them maintain their retirement plans in compliance with all applicable IRS and DOL regulations. He also works with plan sponsors to design and implement plan features that will enhance the overall health of their plan, streamline administration and help participants define and achieve their retirement goals. Ulrich has over 25 years of experience in the recordkeeping and administration of retirement plans, and holds the ASPPA Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) designations. The Certified Pension Consultant (CPC) is ASPPA’s highest credential.
Review recent significant retirement plan legislation.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Identify the structure and key features of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) and assess their applicability to different organizations.
  • Examine regulatory requirements, fiduciary responsibilities, and administrative considerations associated with MEPs and PEPs.
  • Evaluate recent trends and emerging developments in the employee benefits landscape to inform plan selection and compliance strategies.

Major Topics

  • Structure and key features of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) and assess their applicability to different organizations.
  • Regulatory requirements, fiduciary responsibilities, and administrative considerations associated with MEPs and PEPs.
  • Recent trends and emerging developments in the employee benefits landscape to inform plan selection and compliance strategies.

CPE Credits Available

NYSED 1.5
1.5
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Employee Benefit Plan auditors and other professionals/practitioners that are involved with the employee benefit plan industry.

Provider

Foundation for Accounting Education

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