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Managing Director - Operations, Benefits Daybright Financial
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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Compass
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Combo Retirement Plan Administrator Strongpoint Partners
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Strongpoint Partners
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BPAS
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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Mergers & Acquisition Specialist Compass
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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BPAS
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
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Controlled Groups and Affiliated Service Groups: What Are They and Why Do They Matter?ASPPA [American Society of Pension Professionals & Actuaries] |
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May 9, 2024 On-Demand Webinar |
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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:
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