Programs  


Upcoming Program

PEPs and MEPs:
Compliance & Fiduciary Considerations


Wednesday, September 28, 2022

Please join us along with Speakers, Stephen Quinn and Terry Connerton, for a discussion regarding PEPs and MEPs.

The SECURE Act provided for Pooled Employer Plans (PEPs) and loosened some rules governing open Multiple Employer Plans (MEPs).

The Speakers will review the SECURE Act requirements
and the guidance that has so far been provided by the DOL and IRS.

They will also discuss tax and fiduciary compliance issues, as well as actual operations of PEPs and the outstanding issues that may be addressed in future guidance.

About the Speakers:

Speaker: Stephen Quinn, QKA, QKC, Senior Relationship Manager with Ameritas-Bluestar

Stephen joined BlueStar in 2017, bringing with him nearly 30 years of industry experience. In his current role, Stephen serves as the contact for Plan Sponsors of Multiple Employer Plans and Pooled Employer Plans. Since early in his career, he has served as Team Leader, has been instrumental in shaping the growth and success for the various companies he has worked at and has played a key role in product development. 

 

Speaker: Terry Connerton, Law Office of Térese M. Connerton

Terry is an ERISA Attorney with over 40 years of experience in both fiduciary and tax compliance issues. She has advised ERISA Plan sponsors, fiduciaries and service providers on all aspects of plan design and administrative issues relating to qualified retirement plans, medical, other welfare arrangements, non-qualified deferred compensation plans, stock plans and other equity arrangement's. Terry has also worked with PEOs and associations sponsoring MEPs and MEWAs, as well as recently explored with several clients the establishment and operations of PEPs.


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Click here to watch the replay
Click here to download the handout.

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Click here to watch the replay

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Cyber Security Considerations - Tuesday, July 7, 2020 - Click here to watch the replay

Holiday Party - Tuesday, December 10, 2019

Roundtable Series: FSA, HSAs, and HRAs - October 30, 2019

Washington Update with Will Hansen - September 25, 2019

Form 5500 Updates/An Update on What's Happening in Retirement - May 22, 2019  

MEETING INFORMATION

Meeting Fees:
ASPPA/NAPA/NTSA MEMBERS: $25.00
NON-MEMBERS: $30.00

Location:
Two Gateway Center

First Floor(Street Level)
603 Stanwix St
Pittsburgh, PA 15222

Lunch will be available

Program Time:
Registration: 11:30 a.m.
Program : 12:00 - 1:00 p.m.

Continuing Education:
One (1) ASPPA, NAPA and NTSA, and JBEA-Non Core Continuing Education credit available for this event.
One (1) ERPA CE available as well.

Program Contact:
Terry Connerton

RSVP By:
September 26

Click Here to Register Now >