EBP1960. MEWAs, MEPs, PEO and Outsourcing

Track: 
Advanced Professionals
Field of Study: 
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Advanced
Advanced Preparation: 
None
Prerequisite: 
Extensive qualified retirement/ERISA plans/employee benefit plan knowledge or experience.

Wednesday, May 8, 2019
 
8:00AM-9:15AM

MEWA sponsorship has been enhanced to include Association Health Plans – This session will describe the challenges instituting these arrangements on a self-insured or insured basis. Multiple Employer Retirement Plans have also been extended to associations for ERISA compliance and reporting purposes but these arrangements will also have challenges for expansion under the Code. We will also address PEO and other outsourcing arrangements that plan sponsors enter into and exit from, including leased employee situations.
Learning Objectives:

  • Evaluate Association Health Plans operational and legal challenges
  • Identify MEP pros and cons for employers
  • dentify challenges in corporate transactions with PEOs, including mergers, spinoffs and terminations
  • Identify common strategies in plan design utilizing leased employees from outsourcing entities


SESSION SPEAKER(S)

JD
Shareholder | Littler Mendelson, P.C.
CPA
Senior Director | RSM US LLP
JD, LL.M. (Taxation)
Shareholder | Littler Mendelson, P.C.