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