The Progress and Future of PEP Construction and Regulation
The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months, but the building continues, as do the efforts of the Executive branch to publish anticipated guidance about…
GETTING OUT, PART 1
A criticism of multiple
employer plans (MEPs) in
years gone by was that they
were like Hotel California—
you could check out, but you
could never leave. For the most…
2021 PLANNING FOR THE SECURE ACT
This has been a chaotic year. But in chaos there is opportunity – and the need to redefine the retirement strategy is now. No one really expected the secure act to pass in 2019. And no one expected that, if it passed at the end of 2019, the…