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JDSupra
Categories
Monthly Archives: November 2020
The Rosenbaum Law Firm Review
My latest newsletter can be found here.
Posted in Retirement Plans
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Frame the PEP the right way
Ron Nehring, my long-time college pal, and current Republican political operative said it best about political campaigns: “he who frames the issue, wins.” The same thing can be the same way that you market a pooled employer plan (PEP) if … Continue reading
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It’s not that SIMPLE
Small business plans are a challenge to me because there aren’t many situations where that will help grow my practice. When it comes to plan documents, I can’t compete with free plan documents from the plan custodian. Most of these … Continue reading
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PEP world will still be a new frontier
It is amazing that with the advent of Pooled Employer Plans (PEPs) just a few weeks away, there is still a great unknown. We just got the registration requirement down pat and that’s about it. One of the great unknowns … Continue reading
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DOL issues PEP Rule
The Department of Labor has finally announced a final rule establishing registration requirements for pooled plan providers under the SECURE Act. The SECURE Act established the pooled employer plan (PEP). Pooled employer plans must be administered by a “pooled plan … Continue reading
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DOL rules at risk under Biden
With a President Joe Biden in January, expect some major changes with the Department of Labor. However, there might be a race with certain rules. Any rules that have not been published in their final version in the Federal Register … Continue reading
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Stuff That Won’t Help A Retirement Plan Sponsor Limit Their Liability
My latest article for JDSupra.com can be found here.
Posted in Retirement Plans
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When You May Have To Fire Your 401(k) TPA
My latest article on JDSupra.com can be found here.
Posted in Retirement Plans
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A restatement could be time for a plan housecleaning
A restatement process isn’t required by the Internal Revenue Service so that ERISA attorney can bill for drafting new plan documents. It’s required so that a retirement plan has a document that is current with the law. As we start … Continue reading
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It doesn’t have to be a PEP to succeed in the micro plan market
I have spoken to many third-party administrators (TPAs) regarding Pooled Employer Plans (PEPs) and many are hesitant to offer them. Rather than offering them, they are considering offering better pricing on the micro or small plan market. By focusing on … Continue reading
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