New DOL Final Regulations on Multiple Employer Plans: Determining Which Employers Can Sponsor MEPs Under ERISA
Association-Run Retirement Plans, PEOs, ERISA, and IRS Limitations; FAB 2019-01 Transition Relief; Fiduciary Duties; Working Owners
Recording of a 90-minute premium CLE webinar with Q&A
This CLE course will provide ERISA counsel, plan sponsors, and administrators guidance on the Department of Labor's recent final regulations on multiple employer plans (MEPs). The panel will discuss key provisions in the final regulations and their impact on small and mid-size employers; factors in determining which bona fide groups, associations, or professional employer organizations (PEOs) can sponsor MEPs; practical methods in avoiding MEP compliance pitfalls; and navigating ERISA and IRS rules and limitations.
- Background on MEPs and applicable regulations
- New DOL final rules
- ERISA and IRS rules and limitations
- Key compliance challenges and methods to overcome them
The panel will review these and other related issues:
- What impact do the DOL final regulations on MEPs have on small and mid-size employers and the self-employed?
- What employers are allowed to sponsor multiple employer plans under the DOL final regulations?
- What factors determine a "bona fide group" or "association" under the new rules?
- How do the final regulations apply to PEOs and what are the risks in using them?
- What compliance challenges can arise in the implementation and administration of MEPs, and what are the methods to overcome them?
David N. Levine
Groom Law Group
Mr. Levine advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters,... | Read More
Mr. Levine advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from retirement and executive compensation to health and welfare plan matters. He advises on the design and redesign of complex retirement, executive, and health and welfare plans; ongoing, day-to-day counseling of plan sponsors; in-depth compliance reviews of corporate and governmental benefit programs; products and compliance for retirement and health service providers, and representation of tax-exempt organizations with respect to issues involving corporate governance, executive compensation, and unrelated business income tax liability.Close
Lisa Rhein Carrasco
Smith, Gambrell & Russell
Ms. Carrasco is a Partner in the Executive Compensation and Employee Benefits Practice of Smith, Gambrell &... | Read More
Ms. Carrasco is a Partner in the Executive Compensation and Employee Benefits Practice of Smith, Gambrell & Russell, LLP. She practices in all major aspects of employee benefits, compensation and ERISA, including qualified and nonqualified plans, fiduciary issues, welfare benefit plans, and executive compensation. Ms. Carrasco also has experience with respect to employee benefit and executive compensation issues in connection with mergers and acquisitions, including post-closing integration of benefit plans. She was recognized for exceptional pro bono service in 2009 by the Supreme Court of Florida and the Young Lawyers Division of the Florida Bar, in conjunction with the Jacksonville Area Legal Aid, Inc.Close