congress
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Pooled Employer Plans (PEP)
- June 7, 2021
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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The Pooled Employer Plan (PEP) was born on January 1, 2021, as a result of the Secure Act, passed in December of 2019. The intent of Congress was to provide an avenue for business owners to sponsor a retirement plan with the lowest amount of burden and fiduciary responsibility possible. It is too early to tell if the Pooled Employer Plan will be the retirement plan of the future, but I believe there is a good possibility it will be.
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The SECURE Act is signed into law
- January 5, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Congress recently passed and President Trump signed into law the SECURE Act, a great opportunity for retirement plan professionals going into 2020. Learn how changes will affect your plan or how your plan can be enhanced, and increase participant education with new requirements.