Controlled Groups and Affiliated Service Groups: What Are They and Why Do They Matter?

ASPPA [American Society of Pension Professionals & Actuaries]

Speaker: Claire Rowland Esq., QPA, QKA  Associate Morgan, Lewis & Bockius LLP

Description: What exactly is a controlled group of employers? Or an affiliated service group? ? And why does it matter if an employer is a member of such a group? This webcast will introduce attendees to the basic rules for determining controlled group and affiliated service group status, explore the implications of that status for retirement plan requirements, and discuss strategies for anticipating and overcoming compliance challenges.

Learning Objectives:

• Analyze whether an employer is a member of a controlled group or an affiliated service group
• Identify the impact of controlled group or affiliated service status
• Anticipate potential plan design and testing issues.

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