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Who’s the Employer/ee? 05: Consequences of Related Employers

FIS Relius Education

Aug. 3, 2015
Recorded Online

[Recorded online and available for purchase.]

You’ve determined two employers are a controlled group, and you’ve determined that a plan involving them will pass coverage and nondiscrimination. Great! But the job isn’t done. There are many other consequences to related employers status.

This seminar will analyze such issues as:

  • Eligibility
  • Vesting
  • Benefit accrual
  • Entitlement to distributions
  • Loan limits
  • Catch-up restrictions
  • Deduction issues
    • Differences for controlled and affiliated service groups
  • 415 limits
    • Brother-sister modification
  • Top heavy considerations
  • Exclusive benefit rule
  • 5500 filing issues
  • Liability in a pension plan
  • Compensation
  • Midyear changes
  • SEPs and SIMPLEs
  • Qualified separate lines of business

Continue by clicking on the following link:

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