New Insights on Pooled Employer Plans: Featuring Travis P. Jack, CPA QKA in ASPPA’s Plan Consultant
As part of our ongoing mission to maintain industry information for our clients, network of preferred service providers, and industry peers, we are excited to highlight a new Article from our leadership team. Travis P. Jack, CPA, QKA, Managing Member at Metz CPA PLLC, has authored a new article featured in the Fall 2025 Digital Edition of Plan Consultant—the official magazine of the American Society of Pension Professionals & Actuaries (ASPPA).
As a nationally recognized authority in ERISA retirement plan audits Metz CPA is a top 50 US CPA firm for employee benefit plan audits and maintains an active leadership role within the industry. Travis was recently reappointed to the the AICPA Employee Benefit Plan Audit Quality Center for a 4th term, Travis brings decades of specialized industry expertise and also participates in the American Retirement Associations Governmental Affairs Committee. In his latest article, he unpacks the complexities of the current employee benefit plan (EBP) regulatory landscape as it applies to Pooled Employer Plans (PEP) and how that intersects with the real complexities of PEP distribution, vendor selection and the current logistical framework of existing platforms. He provides a timely breakdown of evolving audit standard application to these nuanced plan types and how that all may possibly impact the future trajectory of these new popular and evolving plan types.
You can access the full publication and read Travis’s complete article here: Fall 2025 Digital Edition of Plan Consultant
"Decades of specialized expertise allow our team to provide meaningful insight into today's evolving employee benefit plan landscape."
Next Steps
Understanding regulatory shifts is only the first step; implementing them effectively is where true value is created. We encourage you to read through the article and consider how it aligns with your perception on the future of PEPs. If you have any questions, or if you are looking for proactive guidance to ensure a seamless experience for your next employee benefit plan audit, let’s keep the conversation going. Reach out to our dedicated EBP audit experts at Metz CPA PLLC—we are here to help you navigate the complexities of plan compliance with confidence and clarity.
Stay Ahead of
Industry Changes
The employee benefit plan landscape continues to evolve, and staying informed is essential to making confident decisions. At Metz CPA, our team combines deep technical expertise with active industry leadership to help clients navigate complex regulations and emerging trends.
Whether you have questions about Pooled Employer Plans, ERISA audits, or your organization's compliance obligations, we're here to help.
