This session is part of the 2024 Employee Benefits Conference. Its aim is to provide professionals working in the employee benefit plan industry with an update on recent change to assist with their professional development. Date of recording: 6/6/2024
Learning Objectives
- Upon completion of this course, you'll be able to:
- Compare the key features, advantages, and administrative requirements of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) to determine optimal retirement plan structures for different organizations.
- Analyze the fiduciary responsibilities, compliance considerations, and cost implications of implementing MEPs/PEPs versus traditional single-employer retirement plans.
- Develop actionable strategies for employers to evaluate and adopt MEP/PEP solutions that align with their workforce needs while maximizing tax benefits and minimizing administrative burdens.
Major Topics
- Key features, advantages, and administrative requirements of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs).
- Fiduciary responsibilities, compliance considerations, and cost implications of implementing MEPs/PEPs versus traditional single-employer retirement plans.
- Actionable strategies for employers to evaluate and adopt MEP/PEP solutions that align with their workforce needs.
