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Bringing PEPs into Perspective: DOL’s Proposed Rule on Pooled Plan Provider Registration and Other Guidance, Bloomberg Tax

October 06, 2020

Morgan Lewis partners Craig Bitman, Daniel Kleinman, and Michael Richman and associate Michael Gorman authored a Bloomberg Tax article about the SECURE Act and the US Department of Labor’s proposed regulations for the registration process of pooled plan providers, which was released on September 1, 2020. In the article, they discuss the proposed process, supplemental filings, and what companies need to know next.

Read the full Bloomberg Tax article >>