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Related Employers: Fundamentals of Controlled and Affiliated Service Groups

FIS Relius Education

Aug. 19, 2019
12:00 PM ET
Webcast

Identifying the employer and its employees is a fundamental aspect of properly designing and administering any retirement plan, yet as simple as it seems, this can often be a complex and confusing task. Practitioners must be able to identify potential related employers scenarios arising through controlled groups, affiliated service groups, and management function groups. Knowing what to look for and what questions to ask is a significant part of the challenge. This 100 minute seminar will walk you through the process of determining related employer status and how the attribution rules can impact the determination. This seminar will help you to identify many of the key questions that must be asked of plan sponsors to help with the proper identification of related employers and employees.

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

Speaker: David Schultz, J.D.

Continue by clicking on the following link:
https://www.relius.net/Events/seminardetail.aspx?EID=27273

 
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