Avaliable until , September 16, 2021
Speaker: Jake Linney, CPC, CPFA, American Retirement Association, Director, Key Accounts
Experience Level for Attendees: Intermediate
Target Audience: TPAs, Administrators, Recordkeepers, Consultants
Keywords: Pooled Employer Plans, Pooled Plan Providers, MEPs, Prohibited Transactions, 3(16), Fiduciary Administration, SECURE, Administration, 3(38), Fiduciary, Form 5500, Department of Labor
IRS Program Number: CZTXU-Q-01188-20-O
Description: The session will explore different ways a Pooled Plan Provider (PPP) can structure a Pooled Employer Plan (PEP). It will include who can be a Pooled Plan Provider, what the different roles in a PEP and how they differ from single employer plans. Finally, the session will discuss the latest on the DOL and IRS guidance for PEPs.
Learning Objectives
- Identify the employer, pooled plan provider, sponsor, administrator and co-sponsor of a PEP
- Determine the different service provider compensation options in a PEP
- Identify the employer, administrator and PPP roles in a PEP
Registration Deadlines:
Live: 09/16/2020
On-Demand: 09/16/2021
CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA Noncore
About the Speaker:
Jake Linney, CPC, CPFA is the Director, Key Accounts at the American Retirement Association. In his role, he advocates for the American Retirement Association’s education products. In addition, Jake has been involved in the development of ASPPA’s Retirement Plan Fundamentals and Qualified 401(k) Administrator modules. He is a frequent trainer, writer and speaker to the retirement plan community. Jake’s expertise includes multiple employer plans (MEPs), pooled employer plans (PEPs), 3(16) fiduciary administration, complicated employer issues and mergers and acquisitions. Prior to joining the American Retirement Association, he served as a volunteer on NAPA’s Government Affairs Committee and ASPPA’s Retirement Plan Academy.
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Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
For more details on additional training package offerings, please contact [email protected]
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Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
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Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
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General Information
Cancellation Policy
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions
Registration and General Questions
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703-516-9300