December 23, 2019

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

Overview

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

Location
Pentegra Webinar

Services and Industries

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