FIS Relius

This is the second of two Web seminars dealing with Multiple Employer Plans (MEPs). The first one, "Multiple Employer Plans: How MEPs Work for Private Employers," is scheduled for March 1, 2016.

The DOL has recently published guidance on four alternatives states can use to promote retirement plan savings. The guidance allows states to do things no private employer or organization can do, and has the potential to change the landscape and economics of retirement plan practice. This 60-minute program will discuss all four alternatives, and show how some states are already acting.

Topics include:

• ERISA exempt automatic contribution IRAs
• Unique state powers
• Alternative approaches
• ERISA plans
• Marketplace
• State prototype
• State MEP
• Unique state powers
• Potential pitfalls
• State status

There are no prerequisites or other advanced preparation for this program. However, the speaker will assume attendees have a working knowledge of multiple employer plans, such as is in our March 1 Webcast, "Multiple Employer Plans: How MEPs Work for Private Employers". At least 1 year of experience in working with qualified retirement plans is recommended.

Level: Intermediate

NASBA Field of Study: Taxes

Objectives: After this seminar, attendees should be able to do the following with regard to multiple employer plans:

1. List the alternative approaches the DOL is authorizing states to pursue
2. Contrast state-run and private MEPs
3. Explain the current status of the DOL guidance

How to participate

You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes.

Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.

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