Bass, Berry & Sims attorney Will Gebo will serve as a panelist during the American Bar Association’s (ABA) 2024 May Tax Meeting Plans Conference in Washington, DC, on May 3. The panel, presented by the Employee Benefits Multiple Employer Plans Subcommittee, will cover 2023-24 updates, developments, and important unanswered questions on all types of multiple employer plans, PEPS, Association plans, PEO plans, GOOPs, and State sponsored auto-IRA programs. The discussion will also include a summary of SECURE Acts 1.0 And 2.0, current agency guidance, effect of DOL proposed rule on Association Health Plans, MEP and PEP reporting rules and audit rules, IRS proposed unified plan rule, state sponsored MEPs, future PEP considerations, and an analysis of current PEP models.
After attending the session, the participant will be able to:
- Understand the current status of the different types of multiple employer retirement plans.
- Understand the differences between the various types of multiple employer retirement plans.
- Understand potential changes for Association MEPs and PEPs.
- Understand where more guidance may be forthcoming: IRS “Bad Apple” final regulation; IRS Model PEP; What “upset” the DOL guidance on “group of plans”; DOL Annual Reporting Changes for MEPs and PEPs; DOL fiduciary guidance
Additional panelists include Susan Rees (Wagner Law Group), Heath Miller (Access Retirement Solutions), Michael Daum (Alerus Retirement and Benefits), William Evans (Office of Benefits Tax Counsel, Department of Treasury) and Pamela Kinard (Employee Benefits, Exempt Organizations and Employment Taxes, Office of the Chief Counsel, IRS).
For more information and to register, please click here.