- Key features, advantages, and administrative requirements of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs). - Fiduciary responsibilities, compliance considerations, and cost implications of implementing MEPs/PEPs versus traditional single-employer retirement plans. - Actionable strategies for employers to evaluate and adopt MEP/PEP solutions that align with their workforce needs.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Compare the key features, advantages, and administrative requirements of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs) to determine optimal retirement plan structures for different organizations.
- Analyze the fiduciary responsibilities, compliance considerations, and cost implications of implementing MEPs/PEPs versus traditional single-employer retirement plans.
- Develop actionable strategies for employers to evaluate and adopt MEP/PEP solutions that align with their workforce needs while maximizing tax benefits and minimizing administrative burdens.
Major Topics
- Key features, advantages, and administrative requirements of Multiple Employer Plans (MEPs) and Pooled Employer Plans (PEPs).
- Fiduciary responsibilities, compliance considerations, and cost implications of implementing MEPs/PEPs versus traditional single-employer retirement plans.
- Actionable strategies for employers to evaluate and adopt MEP/PEP solutions that align with their workforce needs.
