Speaker: Kelsey Mayo, Poyner Spruill LLP
Experience Level for Attendees: Intermediate
Target Audience: TPAs, administrators, pooled plan providers
Keywords: MEP, PEP, PPP, multiple employer plan, pooled provider plan, unified plan, bad apple
IRS Program Number: CZTXU-Q-01477-22-S
Description: This session will review the recent proposed regulations regarding relief from the one bad apple rule (or the “unified plan” rule) and examine how the regulations would apply in a variety of situations. The speaker will also address the guidance specific for Pooled Employer Plans contained in the proposed regulations.