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Fundamentals Series 11: Controlled Groups [2017]

FIS Relius Education

Dec. 13, 2017
Recorded Online

Do you need to train someone new? Do you need to brush up on the basics, or to fill in gaps in your knowledge? SunGard’s Fundamentals Series may be just what you need. 16 convenient 1-hour web seminars provide the information a pension practitioner needs to function effective in the modern 401(k) world. Pick and choose the topics you need, or participate in the entire series: the choice is yours.

Fundamentals Series 11: Controlled Groups [2017]

Controlled groups, common control, affiliated service groups. Three sets of attribution rules. How can you keep it all straight? What happens if a company is in a controlled group? These questions and more are discussed in this controlled group program.

Topics include:

  • Controlled groups
  • Parent-subsidiary groups
  • Brother-sister groups
  • Vogel Fertilizer
  • 415 Modifications
  • Attribution rules
  • Traditional affiliated service groups
  • Service organizations
  • A-Orgs
  • Consequences of group membership
  • Limits on future borrowing
  • Reasonable interest
  • Adequate security

There are no prerequisites or other advanced preparation for this program. No prior experience needed.

Continue by clicking on the following link:

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