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Multiple Employer Plans: Aftermath of DOL Guidance
Presentor: Derrin Watson Recorded Date: 6/26/2012 Duration: 100 Min.

Description

This is a recording of a live presentation on June 26, 2012.

Recent Department of Labor Guidance on “open MEPs” has answered some long-standing questions. Open MEPs are a series of separate plans under ERISA, not a single ERISA plan. However, other MEPs, such as those for professional employer organizations can still be treated as single ERISA plans.

Regardless of the type, multiple employer plans are complex and require careful thought and planning. In this Web seminar, Derrin Watson, author of "Who’s the Employer?", which extensively addresses PEOs and multiple employer plans, will discuss:

  • Common multiple employer plan situations
  • Design strategies
  • Qualification rules
    • Service
    • Compensation
    • Testing
    • Top-heavy
    • PEO-specific rules
  • Recent DOL Guidance
    • ERISA status
    • 5500 Filing
    • Audits
    • Bonds
    • Fiduciary responsibility
  • Correcting errors
Prerequisites: There are no prerequisites or other advanced preparation for this program. However, the speaker will assume that attendees understand the operation of 401(k) plans in general. The speaker will not assume prior experience with multiple employer plans.

Level: Intermediate

Instructional Delivery Method
Recorded playback of a live presentation.

Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

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

  1. Identify appropriate situations
  2. Determine service for eligibility and vesting
  3. Calculate compensation for various purposes
  4. Explain how to test the plan for coverage and nondiscrimination
  5. Assist in plan design
  6. Adapt to the administrative differences involving these plans

Hardware System Requirements:

  • Windows 95, 98, NT 4.0, 2000, XP, Windows 7
  • Internet Explorer 4.01 or later, Netscape 4.08 or later, and set Internet browser to allow pop-up windows.
  • High-speed Internet connection.
  • Pentium 166+ MHz, 128MB RAM or more.
  • 1023 x 768 or higher display resolution.
  • Soundcard and Speakers.

Software Requirements:

Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.