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View More ASPPA [American Society of Pension Professionals & Actuaries] Webcasts and Conferences

In-Depth Affiliated Service Group with Case Studies

ASPPA [American Society of Pension Professionals & Actuaries]

July 26, 2018
Recorded Online

This webcast will focus on the affiliated service group rules, including a look at the more advanced rules such as aggregation of entities for management service groups and the impact of entity type on the analysis. The rules will be demonstrated through a series of case studies that show the impact these rules can have on the affiliated service group analysis.

NOTE: This webcast will focus only on IRC section 414(m). A separate webcast held on April 19th focused on controlled groups under IRC sections 414(b) and 414(c) is available on-demand through April 19, 2019.

Key Takeaways:

  • Ask the right questions to perform a complete affiliated service group analysis
  • Apply the affiliated service group rules to common situations
  • Identify situations that may impact the basic analysis and will require additional analysis

Speaker: Kelsey N. H. Mayo, J.D., Partner, Employee Benefits Group, Poyner Spruill LLP

Continue by clicking on the following link:

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