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What you need to know, now. 

The Aggregation Of Employers And Employees: Affiliated Service Groups Thumbnail

The Aggregation Of Employers And Employees: Affiliated Service Groups

The affiliated service group (ASG) rules were added to the Code in order to close several loopholes that practitioners found in the controlled group rules. Even if two businesses do not constitute a controlled group, the ASG rules will aggregate the businesses if they are sufficiently tied together in performing services for one another or for third parties.

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How do plan sponsors & business owners balance long term needs with short term challenges during Covid? Thumbnail

How do plan sponsors & business owners balance long term needs with short term challenges during Covid?

Josh holds a discussion with Matthew Eickman about how the CARES Act, the Electronic Disclosure rule and litigation have affected 401(k) plans, particularly during a Covid-19 global pandemic. Matthew is the National Retirement Practice Leader for Qualified Plan Advisors and has a background as an ERISA attorney. This is the second chapter in a four part series addressing top of mind issues facing plan sponsors & business owners during a time of unprecedented change!

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