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.
About the Speaker
Claire Powell Rowland is an associate with the Employee Benefits practice group at Morgan, Lewis & Bockius LLP. She counsels employee benefit plan sponsors in all industries, including public and private companies, startups, PEOs, governmental entities, higher education institutions, and non-profit organizations. Claire's prior experience as a third party administrator provides her with a unique insight into the practical administrative and operational issues facing plan sponsors, and the interaction of these issues with the legal requirements applicable to their plans. She leverages this insight to clients’ advantage by combining creative problem-solving approaches with real world, business-minded advice in employee benefit plan design, regulatory compliance and corrections, M&A transactions, IRS, DOL and PBGC audits, and ERISA class action litigation defense. Claire is most inspired by the ultimate goal of employer-sponsored retirement plans – helping workers save for retirement – and is a staunch advocate of employer retirement plans, regularly volunteering to lobby Congress regarding federal tax law, proposed legislation, and retirement plan policy.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.