A First Look at SECURE’s PEP, MEP and “Group of Plans” Provisions

The SECURE Act represents the most significant retirement plan legislation in more than a decade. This webinar provides an overview of the SECURE Act along with our perspectives on its impact.

Topics for the December 23 webinar included:

• SECURE’s MEP and PEP provisions
• What a “group of plans” is and how it differs from a MEP or PEP
• Insight into the MEP/PEP strategies being pursued by stakeholders
• Prohibited transaction issues around proprietary products and other potential conflicts of interest
• Who can sponsor a PEP, and how can they get paid?
• Expected DOL and IRS regulations fleshing out the PEP/MEP/”group of plans” rules

Read our Executive Summary of the key provisions of the Act.

View the Webinar