Contact Us   |   Your Cart   |   Sign In   |   Join NIPA
Community Search
Related Employers - Controlled Groups, Affiliated Service Groups & Management Groups
Register Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 5/7/2020
When: Thursday, May 7
11:00 AM - 12:40 PM CT
Where: United States
Contact: NIPA Headquarters
800.999.6472


Online registration is available until: 5/7/2020
« Go to Upcoming Event List  

Speaker: David C. Schultz, J.D., FIS

Title:  Related Employers -- Controlled Groups, Affiliated Service Groups & Management Groups

Description:

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


 

This webcast is $99 for members and $199 for nonmembers.

Association Management Software Powered by YourMembership  ::  Legal