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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

Aggregation Aggravation: Identifying Controlled and Affiliated Service Groups

ASPPA [American Society of Pension Professionals & Actuaries]

May 25, 2023
Recorded Online

Speaker: S. Derrin Watson, JD, APM, Of counsel, Ferenczy Benefits Law Center

Description: Determining controlled and affiliated service groups is more important than ever in today's business and professional climate. SECURE 2.0 changes in attribution rules will result in the break-up of many groups next year. Learn all the latest in this webcast from the man who wrote the book on the subject!

Learning Objectives:

  1. Correctly identify controlled groups
  2. Identify the factors that create an affiliated service group
  3. Correctly apply the SECURE 2 revised attribution rules

More Information, How to Register

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