The Framework Behind Controlled & Affiliated Service Groups
Автор: EGPS
Загружено: 2026-01-13
Просмотров: 16
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Related businesses play a critical role in retirement plan compliance—and understanding how they’re connected is essential.
In this video, we explain the framework of Controlled Groups and Affiliated Service Groups, two key IRS and ERISA concepts used to determine how related businesses are treated for retirement plan compliance testing.
Learn:
What Controlled Groups and Affiliated Service Groups (ASGs) are
How the IRS defines and evaluates related businesses
Why these group structures matter for coverage testing, nondiscrimination testing, and plan eligibility
Common compliance risks when related entities are overlooked
This video is ideal for business owners, and retirement plan advisors who want to better understand how business structure affects qualified retirement plans and regulatory compliance.
Watch now to strengthen your compliance knowledge and help avoid costly retirement plan mistakes.
Grab our resource on CG/ASG: https://egps.com/controlled-and-affil...
#PlanSponsors #RetirementPlanning #BusinessCompliance
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