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View More FIS Relius Education Webcasts and Conferences

Related Employers: Know What to Ask

FIS Relius Education

Mar. 28, 2017
Recorded Online
Webcast

Identifying the employer and its employees is a fundamental aspect of properly designing and administering any retirement plan, yet this can often be a complex and confusing task. Practitioners must be able to identify related employers through controlled groups, affiliated service groups, and management function groups. Knowing what to look for and what questions to ask is a significant part of the challenge. This 100 minute seminar will walk you through the process of determining related employer status and how the attribution rules can impact the determination. Special attention will be paid to the key questions that must be asked of plan sponsors to help with the proper identification of employers and employees.

Topics include:
• Controlled groups ◦Parent-subsidiary
     ◦ Brother-sister
     ◦ Combined
     ◦ Attribution rules
• Groups of trades or businesses under common control
     ◦ Unincorporated entities
     ◦ Households
     ◦ Tax exempt organizations
• Traditional affiliated service groups
     ◦ Service organization
     ◦ A-Org
     ◦ B-Org
     ◦ Attribution rules
• Management function groups
     ◦ Related party rules

Prerequisites:
There are no prerequisites or other advanced preparation for this program. The instructor will assume attendees have a general familiarity with the basic retirement plan concepts, and a minimum of two years of experience in dealing with qualified plans.

Level: Intermediate.
Instructional Delivery Method:  Group – Internet-Based
NASBA Field of Study: Taxes
Speaker: David Schultz, J.D.

Objectives:
After attending this Web seminar, an attendee should be able to:
• Determine if two or more businesses are in a controlled group or under common control
• Apply family attribution rules in controlled group situations
• Determine if an organization is a service organization
• Determine if two or more organizations form a traditional affiliated service group
• Apply attribution rules to affiliated service group situations
• Determine if two or more organizations form a management function group

Continue by clicking on the following link:
http://www.relius.net/events/seminardetail.aspx?EID=27066

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