SECURE Act: Pooled Employer Plans - An Introduction

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Tuesday, February 4, 2020
12:00 PM - 01:00 PM Eastern Standard Time
11:00 AM - 12:00 PM Central Standard Time
09:00 AM - 10:00 AM Pacific Standard Time

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.


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


Please email Samantha Puleo.

CLE credit: CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.