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Related Employers - Controlled Groups, Affiliated Service Groups & Management Groups
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 Export to Your Calendar 8/20/2020
When: Thursday, August 20
11:00 AM - 12:40 PM CT
Where: United States
Contact: NIPA Headquarters

Online registration is available until: 8/20/2020
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Presented By: David C. Schultz, J.D., FIS

Continuing Education Credits: 2.00 NIPA CPE; 2.00 ERPA CPE


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.

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