CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

PEP Talk: Selecting the Best Pooled Employer Plan (PEP)

  • CMA
  • CPA (US)
  • CFA
  • CPA/PFS
  • CSA
Best Pooled Employer Plan CPE Course

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Pooled Employers Plans (PEPs) were born out of Congressional efforts to make employer-sponsored retirement plans available to more workers to help solve the retirement savings crisis. The SECURE Act, signed into law at the end of 2019, essentially created PEPs to address/solve a pair of longstanding issues that kept Multiple Employer Plans from achieving widespread adoption: the “one bad apple” rule and “common nexus” requirement.

A PEP allows business owners and employers to come together under one third party (the plan’s Pooled Plan Provider (PPP)) to offer a tax-advantaged retirement savings vehicle, all while delegating most of the day-to-day plan maintenance and fiduciary liabilities to the PPP.

There are approximately 50 PPPs from which to choose so it’s complicated, but the most important differentiator narrows the search considerably. The best PEP has the safest Qualified Default Investment Alternative (QDIA). A safe QDIA is not the most popular because the most popular QDIAs are risky. 

A PEP with a safe QDIA is an asset. A PEP with a risky QDIA could become a liability. 

Major topics highlighted in this CPE course:

  • PEP structure
  • The right way to choose a PEP
  • The benefits of a PEP
  • The considerations of a PEP
  • How plan advisors can participate in the PEP market
  • Why advisor roles may increase with PEPs

Click to access CE Courses on Trust, Estate, and Financial Planning

Learning Objectives

  • To explain PEPs and PPPs 
  • To recognize the importance of the QDIA for employee morale and business viability
  • To list down the three QDIAs
  • To distinguish between safe and risky QDIAs 

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Personal Financial Specialist (PFS)
  • Young CPA

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