AAR2202. Feeling a Little PEPish? Pooled Employer Plans in 2023

Feeling a little PEPish? Pooled Employer Plans (or PEPs) are a variety of multiple employer plan that came into being as part of the original SECURE Act. PEPs have been permissible since 2021, and they are popping up all over the industry. Join Ilene Ferenczy for a survey of these plans, including what PEPs have to offer, what drawbacks exist, what rules are still not fleshed out by the IRS and the DOL, and what the auditing challenges for these plans can be.


Learning Objectives:

  • Identify what PEPs are, legal requirements, and role in retirement industry
  • Identify challenges in auditing PEPs
  • Identify issues as yet unresolved and needed government guidance
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
N/A
Advanced Preparation
N/A
Speakers
Image of Ilene Ferenczy

Ilene Ferenczy

Esq., CPC, APA
Managing Partner
Ferenczy Benefits Law Center