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This program was recoded during a live presentation on August 27, 2009.
Join our celebration of the 35th anniversary of ERISA with a new look at some of the laws that have been an important part of retirement plans since 1974, the controlled group rules. Of course, a lot has happened since then, from Supreme Court decisions, to affiliated service groups, to management function groups, to the new rules affecting tax-exempt organizations. But a thorough understanding of controlled groups remains fundamental to dealing with coverage and nondiscrimination testing, plan design, and a host of other issues.
SunGard is pleased to present the leading authority on controlled groups, our own Derrin Watson, author of Who’s the Employer?, in a special Web seminar designed to cover all the ins and outs of this vital topic. As always, this presentation is filled with examples to help bring the rules home. Whether you are an experienced practitioner or relatively new to the area, you will come away from this presentation with a better understanding of when employers are related, the “red flags” that indicate a need for a closer look, and the consequences of related employer status in day-to-day plan administration.
Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Instructional Delivery Method
Group – Internet-Based
There are no prerequisites or advance preparation for this program.
Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.
Program related requests, questions, or concerns may be e-mailed to: firstname.lastname@example.org.