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ERISA 03: Affiliated Service Groups

FIS Relius Education

Dec. 4, 2015
Recorded Online

[Recorded online and available for purchase.]

The Affiliated Service Group rules are complex and confound many a practitioner. Properly identifying ASGs is a critical step in properly applying plan terms and testing plans for coverage and nondiscrimination. This web seminar reviews the different types of ASGs and what practitioners should look for in identifying ASGs.

In this program, we will examine:

  • Traditional ASGs
  • Identifying:
    • A-Orgs
    • B-Orgs
    • First Service Organizations (FSOs)
    • Management Function Group
  • Types of Service Organizations
  • Ownership requirements
  • Common service requirements
  • ASG Attribution Rules
  • Related Party Attribution

Continue by clicking on the following link:

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