Pooled Employer Plans: New DOL Final Rules, Pooled Plan Providers, Fiduciary Liability, Administration, Reporting
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on structuring pooled employer plans (PEPs) and recent Department of Labor (DOL) final regulations for registration and other rules for PEPs. The panel will discuss key provisions in the final regulations and their impact on small and mid-size employers; factors in determining which bonafide groups, associations, or other organizations can sponsor PEPs; practical methods in avoiding PEP compliance pitfalls; and navigating ERISA and IRS rules and limitations.
Outline
- Recent DOL final rules for PEPs
- PEP vs. MEP
- Factors in determining who can sponsor PEPs
- PPP registration and reporting
- Structuring considerations and administrative challenges
- Fiduciary liability
Benefits
The panel will review these and other key issues:
- What are the pros and cons of PEPs?
- How do PEPs differ from MEPs?
- What are the key provisions of the DOL final rules?
- What are the potential compliance and administrative traps of PEPs?
- What factors are considered in determining who can sponsor PEPs?
- What are the applicable ERISA and IRS rules and limitations?
- What the registration and reporting requirements of PPPs?
Faculty
Michael P. Kreps
Principal
Groom Law Group
Mr. Kreps counsels employers, plan sponsors, financial institutions, trade associations, and coalitions on retirement,... | Read More
Mr. Kreps counsels employers, plan sponsors, financial institutions, trade associations, and coalitions on retirement, health, tax, and employment matters. He specializes in issues relating to public policy, fiduciary responsibility, and plan funding and restructuring. Previously, Mr. Kreps served as the Senior Pensions and Employment Counsel for the U.S. Senate Committee on Health, Education, Labor and Pensions. Mr. Kreps is a frequent speaker and writer on retirement and health policy.
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David N. Levine
Principal
Groom Law Group
Mr. Levine advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters,... | Read More
Mr. Levine advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from retirement and executive compensation to health and welfare plan matters. He advises on the design and redesign of complex retirement, executive, and health and welfare plans; ongoing, day-to-day counseling of plan sponsors; in-depth compliance reviews of corporate and governmental benefit programs; products and compliance for retirement and health service providers, and representation of tax-exempt organizations with respect to issues involving corporate governance, executive compensation, and unrelated business income tax liability.
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