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2022 AICPA & CIMA Employee Benefit Plans Conference

EBP2246 - MEPS, PEPS, and MEWA

May 11, 2022 3:10pm ‐ May 11, 2022 4:25pm

Standard: $49.00


This session will consist of an overview of MEP, PEPs and MEWAs from the lens of Multiple Employer Plan service providers. We will discuss changes in the Multiple Employer Plan environment and common obstacles faced by service providers while building out PEP plans on their respective platforms. Our panel of experts will discuss recent guidance applicable to MEPs and PEPs and how this could potentially impact the audit process.

Learning Objectives:
  • Evaluate how the Secure Act and PEP Plan rollouts will potentially impact the retirement plan marketplace.
  • Interpret operational and compliance aspects that are specific to MEPs and PEPs that may impact your audit procedures.
  • Assess with service providers how PEPs are currently operating to understand how to better bid and plan applicable audit procedures for these new plan types


  • Travis Jack, CPA, QKA, Managing Member, Metz & Associates, PLLC


  • Bobbi Perkins, Director - Product Strategy, Retirement & Income Solutions, Principal Financial Group
  • Mr. Curt T. Young, Partner, Retirement Solutions, Aon
  • Eric Dahm, Director, Testing & Reporting Services, Fidelity Investments
Tags: TAX Audit

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