Multiple Employer Plans (MEPs) are a valuable tool for a number of different business arrangements, and the Department of Labor's recent guidance has provided the structure within which they must operate. We'll review the application of those rules, but also explore alternatives to the MEP itself, where a service provider may be able to aggregate services in a manner that resembles those typically provided by MEPs.
Our speaker:
Robert J. Toth, Jr. has practiced employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans, one which combines elements of ERISA, tax law, insurance law, securities law and investment law for both 401(a) and 403(b) plans. Bob's experience includes the design of multiple employer plans; implementing 403(b) programs under the new regulations; designing investment products for 401(k) plans; annuitization programs for defined contribution plans; advising on prohibited transactions issues related to retirement plan products and services and their distribution, development of open architecture programs for 403(b) plans and writing and implementing standards for fiduciary and advisory practices.
Bob is a fellow of American College of Employee Benefits Council; an Adjunct Professor at John Marshall School of Law's Employee Benefits LLM Program, teaching the 403(b) and 457 plan courses; a member of the John Marshall Law School Employee Benefits Advisory Board; a member of the Faculty of the ALI-ABA Advanced Law of Pensions course; member of the Tax Facts Advisory Board; and is Co-Chair of the ASPPA Tax-Exempt/Government Plans government affairs subcommittee. He graduated from Wayne State University Law School in 1983, and from the University of Michigan in 1978.
This webinar is offered jointly by the Orange County and San Diego Chapters of the Western Pension & Benefits Council.
Registration Fee:
Orange County Chapter Members: $25
Non-members: $75
Continuing Education*:
1 CPE for ASPPA certifications
1 CEC for NIPA certifications
1 Hour MCLE for California Attorneys
1 Hour for Certified Financial Planners
1 Hour for Enrolled Retirement Plan Agents
1 Hour for Enrolled Agents
1 Hour for CEBS
*If you are seeking continuing education for this webinar, you must register and participate individually.
The reservation deadline for this event is Wednesday, March 27, 2013. Refunds will be provided for cancellations on or before this date.
You will receive a separate email with a link to the webinar upon payment of the registration fee.
The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
