Controlled Group and Affiliated Services Group Rules for Retirement Plans
ERISA and IRS Provisions, Types of Controlled and Affiliated Groups, Attribution Rules, Compliance, Limiting Claims, Liability
Note: CPE credit is not offered on this program
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE webinar will provide benefits counsel, advisers, and plan administrators guidance on the requirements and limitations of the controlled group and affiliated group rules under ERISA and the Internal Revenue Code (IRC). The panel will provide an analysis of key provisions under ERISA and the IRC and their application to controlled and affiliated groups, compliance challenges and issues for qualified plans, and methods to limit claims and reduce the risk of liability.
Outline
- Controlled group rules and challenges
- Affiliated service group rules and critical issues
- Designing plans to accommodate the existence of an affiliated service or control group
- Best practices to mitigate risks and liability
Benefits
The panel will discuss these and other key issues:
- Types of controlled group and affiliated service groups
- Determining what constitutes a "controlled group" and "affiliated service group" under ERISA and IRC
- Ownership based controlled group and affiliated service group rules
- Application of controlled group and affiliated service group rules to employee benefit plans
- The impact of controlled group and affiliated service group rules on other IRC and ERISA rules
- Designing plans to accommodate the existence of an affiliated service or control group
Faculty
Taylor Wedge French
Partner
McGuireWoods
Mr. French's employee benefits practice covers a wide-range of traditional executive compensation and employee... | Read More
Mr. French's employee benefits practice covers a wide-range of traditional executive compensation and employee benefits matters along with a variety of inter-disciplinary practice areas and industries that are affected by executive compensation and employee benefits laws. He works with clients to design, implement and maintain equity compensation plans, long-term incentive plans, bonus programs and non-qualified deferred compensation arrangements for executives, employees and non-employee directors. He has extensive experience in the creation and maintenance of all manner of tax-qualified retirement plans and advises and negotiates executive compensation and employee benefits matters relating to private equity, mergers and acquisitions, and other corporate transactions.
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Robert B. Wynne
Partner
McGuireWoods
Mr. Wynne practices in the firm's tax and employee benefits department, where he advises public and private... | Read More
Mr. Wynne practices in the firm's tax and employee benefits department, where he advises public and private clients with respect to the design and administration of retirement and welfare plans, compensation arrangements, and compliance requirements. He is a published author on employee benefits issues.
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