Compliance | August 25th, 2020 Investors Seek More Substantive PEP Guidance from DOL Though they applaud the direction the Department of Labor is taking, expert ERISA attorneys say a new proposed rule does...
Compliance | August 20th, 2020 DOL Issues NPRM on PEP Provider Registration Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.
Compliance | June 17th, 2020 DOL Issues SECURE Act RFI on PEPs, Prohibited Transactions Using affiliates to provide services and proprietary investment products when offering a pooled employer plan (PEP) raises fiduciary and prohibited...
Ask the Experts | February 25th, 2020 Are PEPs Available to 403(b) Plan Sponsors? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | January 31st, 2020 Details About SECURE Act’s PEP and Lifetime Income Provisions Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE...
Compliance | November 27th, 2018 House Tax and Retirement Reform Bill Includes Provisions Not Included in Previous Bill "The new legislation contains language addressing key IRI concerns including providing retirement plan participants with an illustration of how current...
Opinions | May 14th, 2018 The Retirement Enhancement and Savings Act of 2018: What Would It Mean for MEPs? In March, the Retirement Enhancement and Savings Act of 2018 (RESA) was introduced in the U.S. Senate. If passed, the...