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Concurrent Session Online

EBP2127. The Changing Landscape of MEPs and PEPs

This session will discuss recent guidance applicable to MEPs and PEPs.  This will include a discussion of the applicable revisions enacted as part of the SECURE Act, and will include a discussion of potential changes to how retirement plans are sponsored and how retirement benefits are delivered.  

Learning Objectives:

  • Summarize the new rules applicable to MEPs as a result of the changes made by the SECURE Act
  • Outline the rules governing PEPs
  • Recognize the impact of these rules on the retirement plan marketplace.
Date/Time
May 4
12:40 PM–1:55 PM
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Advanced
Prerequisites
6-10+ years in the profession
Advanced Preparation
None
Session Tags
Knowledge for the Tax Professional