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View More FIS Relius Education Webcasts and Conferences

Who’s the Employer/ee? 03: Identifying Related Employers

FIS Relius Education

July 13, 2015
Recorded Online

[Recorded online and available for purchase.]

Most practitioners find identifying controlled groups, affiliated service groups, and other related employer situations among the greatest challenges in dealing with retirement plans. And yet, correctly determining if an employer is part of a related employer group is vital to applying plan provisions and to performing annual testing.

In this 100 minute seminar, Derrin Watson, author of Who’s the Employer, A Guide to Employee and Aggregation Issues Affecting Qualified Plans will walk you step by step through the process of determining related employer status, including the effects of the various attribution rules. Future seminars will focus on the consequences of related employer status.

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

Continue by clicking on the following link:

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