Bim is pleased to extend an invitation to attend our upcoming monthly compliance Webinar. In conjunction with our alliance with United Benefit Advisors, you have the opportunity to learn more about the latest compliance trends and regulations from one of the nations leading employment and benefit law firms, Jackson Lewis LLP. Best of all, you can take advantage of the Webinar from the convenience of your office and personal computer.
If you are a Bim client or VIP, you should have received an email on Wednesday, February 3rd with a preferred employer discount code to view the webinar for free. If you did not receive the email or have misplaced it, please contact compliance@teambim.com with your employer’s name in the subject line. Thank you!
Controlled Groups & Affiliated Service Groups: What Employers Need to Know
Tuesday, February 9, 2016 2:00 p.m. ET / 11:00 a.m. PT
Register here for the webinar.
Controlled group and affiliated service group aggregation rules require certain related businesses to consider all of the employees across the businesses together in relation to some benefit plan administration. Controlled group rules can impact an employer’s headcount dramatically, but not all federal reporting requirements and regulations take aggregation into account. This webinar will help employers understand when to undergo controlled group or affiliated service group analysis, and when the aggregated headcounts are used.
This webinar will:
- Explain what controlled groups and affiliated service group are, including the differences between parent-child groups, brother-sister groups, A-orgs, and B-orgs
- Explain the impact of family, trust, and estate relationships on controlled groups
- Discuss the impact an aggregated headcount has on employer shared responsibility and related reporting under the Patient Protection and Affordable Care Act (ACA)
- Explain how aggregated headcounts impact COBRA and FMLA obligations
- Discuss the impact a controlled group headcount has for 401(k) purposes
- Discuss the impact of being a controlled or affiliated service group on non-discrimination testing for cafeteria plans
- Provide best practices on undergoing analysis to determine if an employer is a controlled group, and documenting the results of the analysis
- Explain instances where aggregated headcounts are ignored, such as for W-2 reporting of the cost of health care coverage
This 90-minute beginner to intermediate level webinar will help employers understand the rules regarding aggregated groups, and how they can impact benefit plans.
The presentation will be posted on the UBA website the day before the webinar.
PRESENTER Kathleen R. Barrow is a Principal in the Rapid City, South Dakota, office of Jackson Lewis P.C. She has designed welfare benefit plans and executive compensation arrangements, and has counseled sponsors and administrators of these types of plans, for 15 years.
Ms. Barrow has appeared on behalf of clients before the national offices of the United States Treasury and the Department of Labor Employee Benefit Security Administration.
Ms. Barrow actively participates in national coalitions of counsel that assist employers in defending audits of welfare and pension benefit plans. She advises clients and counsel across the country with regard to defined contribution arrangements that provide post-retirement health benefits to employees.
While attending law school, Ms. Barrow was a Managing Editor of the Oklahoma Law Review. After law school, Ms. Barrow clerked for the Honorable David L. Russell, Chief Judge for the United States District Court for the Western District of Oklahoma.
Register here for the webinar.
Register for this webinar today while seating is still available. Each webinar is 90 minutes. This webinar event has been submitted to the Human Resource Certification Institute to qualify for 1.5 recertification credit hours