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Affiliated Service Group Determination


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Guest Cowher36
Posted

I am for some reason having difficulty definitely determining if below is either an ASG either through an A-Org or B-Org:

Actuarial Services, Inc is a one owner company (Ted) and provides actuarial services to only two companies. Ted owns 8% of National Retirement (TPA) and 25% of Distribution Mailing (distribution and loan processing company). 35% of Distribution Mailing comes from providing distribution and loan processing services for National Retirement.

Can anyone point me in the right direction? Thanks.

Posted

I think you need to break it down and examine each relationship separately, rather than trying to test them all together. Is ASI and affiliated service group with NR? Is ASI an affiliated service group with DM? And, is NR an affliated service group with DM? Once you make these individual determinations it will be easier to test them together.

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