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Pete Swisher

The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14  might effectively kill the GoP provision as a useful product tool. This piece reflects the author’s first look at the proposed... READ MORE
Monday is a special day. For one thing, it is the eighth anniversary of the Department of Labor’s publishing of advisory opinions 2012-03A and 2012-04A, governing open multiple employer plans (MEPs). A big day for the MEP world, when the DOL threw a wet blanket on the open MEP party. And here we... READ MORE
This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.Multiple employer plans (MEPs) were all the rage for the past few years, until the DOL released Advisory Opinion 2012-04A, in which it clarified its stance that “open” MEPs (those... READ MORE