Browsing Tag
Multiple Employer Plans (MEP)
90 posts
A Multiple Employer Plan (MEP) is a retirement plan, such as a 401(k), that allows two or more unrelated employers to participate in a single plan. By pooling resources, employers can reduce administrative costs, share fiduciary responsibilities, and offer employees access to broader investment options. MEPs simplify compliance and can make offering retirement benefits more affordable for small and mid-sized businesses.
401(k) MEP Expert Pete Swisher Launches New Fiduciary Firm
Retirement plan expert Pete Swisher recently announced the launch of Waypoint Fiduciary LLC., “a thinktank, consultant, and expert…
February 21, 2020
2020 NAPA 401(k) Summit Adds 3 SECURE Act-Focused Sessions
With the SECURE Act—and its nearly 30 provisions that directly impact retirement plans—now law, there is a palpable…
January 8, 2020
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
December 23, 2019
SECURE Act Awaits Trump’s Signature
SECURE Act passage moves forward as Senate and House approve the landmark retirement reform, awaiting President Trump's signature.
December 19, 2019
It’s In! SECURE Act Included in 2020 Spending Package
Talk about your nail-biters! After months of collecting dust in the Senate, the SECURE Act, the most significant…
December 16, 2019
The Move Toward MEPs
On Aug. 31, 2018, President Donald Trump signed a well-publicized executive order about strengthening retirement security in America,…
November 14, 2019
Major Push for SECURE Act Vote: Republicans Try a ‘Live UC’
As the remaining days of 2019 wind down, pressure ramped up this week with repeated calls to get…
November 8, 2019
Help Form the Open MEPs Rule: IRS Seeking Input for Dec. 11 Hearing
If you have something to say about the IRS proposed rule on Multiple Employer Plans, speak soon or…
October 21, 2019
What’s Next for 401(k) MEPs? GRPAA Conference
The Department of Labor’s MEP rule—which makes it easier for small businesses to offer DC plans to their…
October 6, 2019
401k MEP Rule Takes Effect
The Department of Labor’s MEP rule—which makes it easier for small businesses to offer DC plans to their…
September 30, 2019