News & Analysis as of

Department of Labor (DOL) PEP

Groom Law Group, Chartered

DOL Finalizes Significant Form 5500 Changes for 2023 Year

On February 24th, the Employee Benefits Security Administration, Internal Revenue Service, Treasury, and Pension Benefit Guaranty Corporation (together, “the Agencies”) released Final forms revisions and Final Rules related...more

Morgan Lewis

Could Sponsoring a Pooled Employer Plan Grow Your Business?

Morgan Lewis on

While large financial institutions with significant expertise in retirement plan administration are widely expected to sponsor most pooled employer plans (PEPs), other firms (such as franchisors, gig economy employers, joint...more

Holland & Hart - The Benefits Dial

It’s the Final Countdown . . . PEPs

Starting in January, unaffiliated employers can band together and participate in a new type of collective retirement plan, called a “pooled employer plan” or PEP. PEPs are expected to be attractive to plan sponsors because of...more

Holland & Hart LLP

Under the Radar: Employee Benefit Developments in 2020

Holland & Hart LLP on

The story of the year has been the coronavirus. COVID-19 has dominated news headlines, social media, and virtually every aspect of our lives. The virus has likewise dominated legal and tax news. Lawmakers and agencies have...more

Groom Law Group, Chartered

DOL Proposed Pooled Plan Provider Registration Rule

The Setting Every Community Up for Retirement Enhancement Act of 2019 (Pub. L. 116-94, Division O, the “SECURE Act”) created a new structure through which completely unrelated employers can participate in a single defined...more

Seyfarth Shaw LLP

Ending Social Distancing for Small Employer 401(k) Plans – DOL Asks for Suggestions on MEP and PEP Guidance

Seyfarth Shaw LLP on

Seyfarth Synopsis: A key component of the SECURE Act, passed at the end of 2019, was the expansion of opportunities to combine the 401(k) plan assets of multiple unrelated employers. ...more

Morgan Lewis - ML Benefits

Stay Tuned – DOL to Issue RFI on Pooled Employer Plans

While much of the attention by regulators has been focused on the coronavirus (COVID-19) response and CARES Act/FFCRA guidance, they have not forgotten about the SECURE Act’s introduction of pooled employer plans (PEPs)...more

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