Maintaining Control: Controlled Groups and What They Mean for Your Retirement Plans

Trucker Huss

Presenters: Robert Gower and Bryan Card

Navigating the complexities of retirement plan compliance can be challenging—especially when your organization may be part of a controlled group. Join us for a practical, in-depth webinar exploring controlled groups as they relate to employer-sponsored retirement plans. In this 60-minute webinar we will cover how to identify the existence of a controlled group, implications on plan compliance, and effective monitoring strategies. Whether you are part of a start-up, a multi-entity structure, or work with clients who are, this session will help you identify and understand implications of controlled groups on retirement plans.

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