SECURE Act: Pooled Employer Plans - An Introduction

Join us for a timely review of the provisions of the recently enacted SECURE Act permitting the formation of “pooled employer plans,” a new form of multiple employer plan that offers more flexibility than under prior law.

TOPICS WILL INCLUDE:

What Is a Pooled Employer Plan?

• Internal Revenue Code Requirements
• ERISA Requirements
• General Comparison to Other Plans

Issues Related to Pooled Employer Plans

• Effective Dates, Anticipated Regulations, and Good Faith Compliance
• Open Issues for Pooled Plan Providers
• Open Issues for Adopting Employers

QUESTIONS?

Please email Samantha Puleo.