Avaliable Until, January 13, 2022
Speaker: Jake Linney, CPC, CPFA, American Retirement Association, Director, Key Accounts
Experience Level for Attendees: All
Target Audience: TPAs, Administrators, Recordkeepers, Consultants
Keywords: Pooled Employer Plans, Pooled Plan Providers, MEPs, Prohibited Transactions, 3(16), Fiduciary Administration, TPA, Third Party Administrator, Administration, 3(38), Fiduciary, Form 5500, Department of Labor
IRS Program Number: CZTXU-Q-01276-20-O
Description: The session will explore what services a TPA can provide a PEP. We will look at the options for a TPA to sponsor a PEP as a Pooled Plan Provider, provide fiduciary services to an outside Pooled Plan Provider and the options for providing non-fiduciary services to a PEP.
Learning Objectives
- Explain the role of a TPA as a Pooled Plan Provider
- Explain the role of a TPA as a 3(16) Administrator in a PEP.
- Determine the allocation of responsibility between an employer, TPA and other service providers in a PEP.
Registration Deadlines:
Live: 01/13/2021
On-Demand: 01/13/2022
CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 JBEA Noncore, 2 JBEA Formal
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.
(NIPA). Bob has provided testimony before the Treasury department on 401(k) issues and other retirement plan issues, and has over 40 years of experience in retirement plan services, including plan design, administration, sales, and consulting.
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General Information
Cancellation Policy
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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
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