Thursday, May 9, 2024 |   2:00-3:40p.m. ET
 

Speaker: Claire Rowland Esq., QPA, QKA  Associate Morgan, Lewis & Bockius LLP

 

Description: 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.

 

Learning Objectives:

• Analyze whether an employer is a member of a controlled group or an affiliated service group
• Identify the impact of controlled group or affiliated service status
• Anticipate potential plan design and testing issues.

 

Registration Links:

                        

Registration Deadline for Live Webcast: May 8, 2024

On-Demand Webcast is Available Until: May 9, 2025

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• 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 continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 
• CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained

Continuing Education Credit (Live):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 JBEA Formal, 2 ERPA, 2 PSCA Relevant Topics

Continuing Education Credit (On-Demand):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 ERPA, 2 PSCA Relevant Topics

Speaker Bios: 
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.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your registration form(s) and credit card information to [email protected]
• Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
• Mail: American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

Cancellation Policy:  All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions? Please reach out to our Customer Care team [email protected]