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ASPPA Webcast: MEPS and PEPS- Legal and Regulatory Developments

Available until November 13, 2020

Speaker:  Craig P. Hoffman, Esq

Experience Level for Attendees:  Intermediate

Target Audience:  Third-Party Administrators; Recordkeepers; Investment Advisors; Lawyers; Plan Sponsors 

Keywords: MEP, PEP, Multiple employer Plan. Association retirement Plan

IRS Program Number:  CZTXU-Q-01065-19-O

Description: Multiple employer plans have been championed by some as a way to increase retirement plan coverage. At the direction of the President, the Department of Labor has issued proposed regulations that could significantly expand their reach. At the same time, MEP supporters in Congress have introduced a number of bills that would address fiduciary concerns, as well potential problems under the Code.  This session will review the current status of the laws regulating MEPs, the DOL proposed regulation and the various legislative proposals intended to spur their growth, as well as what the future portends.

Learning Objectives

  1.  understand the history of MEPs 
  2. learn about the current regulatory environment and legislative proposals
  3. understand how these initiatives will affect the retirement plan industry in the future

OD Registration Link: https://asppa.personifycloud.com/PersonifyEbusiness/Events/APA-Events-Calendar/Meeting-Details/productId/27942258

Registration Deadlines: 
On-Demand:  11/13/2020

CE Credit:  1 ASPPA, 1 NTSA 1 NAPA, 1 ERPA, 1 JBEA Noncore

About the Speaker:

Craig Hoffman, Esquire, APM, is Senior Counsel for ERISA and Federal Tax Matters, Trucker Huss. Prior to that he was General Counsel and Director of Regulatory Affairs for the American Retirement Association.  He has previously served ASPPA as President, Co-chair of the Government Affairs Committee and Co-chair of the Political Action Committee. Craig served as General Counsel for SunGard Relius LLC., and before that, was in private practice, specializing in the areas of taxation, ERISA, and employee benefits. He received both his J.D. and his LL.M. in Taxation from the University of Florida.

On-Demand Registration

Individual Viewer

     Additional Viewers

ASPPA Member: $59.00

ASPPA Member:  $24.50

Non-member: $99

Non-member: $39.50

 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials.  Recordings are available one week after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:  To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

  • E-mail   E-mail your scanned registration form(s) and credit card information to [email protected]
  • Fax:        Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail:      American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
  • For express/overnight deliveries (FedEx/DHL, etc., send to:  American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA  22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]