NASBA Statement

McKay Hochman is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417. Website: www.nasba.org.

 
 
Event Description
 
Recorded - Controlled Groups
 
Description

When completing an adoption agreement, it is important to know if the employer is part of a controlled group. Join us to learn the basics of control groups. From a parent-subsidiary controlled group to the more complex rules for a brother-sister group, this eSeminar will provide a working knowledge that can be applied to interpreting whether an entity is part of a controlled group. We will also address the new rules for non-profit organizations. You'll walk away confident you can handle these topics when dealing with employer plans.

Topics covered include:

  • Controlled groups and retirement plans
  • Parent subsidiary, brother-sister rules, combined groups, overlapping groups
  • Impact of being a controlled group
  • New non-profit organization rules
  • Case Studies are offered throughout the class

This eSeminar will be presented by Bill Grossman, QPA, ERPA, Director of Education and Communications with McKay Hochman. Bill is also Editor of McKay Hochman's Newsletters, E-mail Alerts and Website www.mhco.com

 
Fee $249.00 per computer (multiple attendees can view from one computer)
$37.35 discount for NIPA members
(discount code required)
 
Course Level Basic/Intermediate
 
Prerequisite None
 
CPE Credit You may be eligible for 2 CPE credits
 
Who Should Attend? Retirement Plan Professionals
 
Duration 100 minutes
 
Delivery Mode Group Internet Based
 
Advanced Preparation None
 
NASBA Statement
 
Administrative Policy Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints.
 
Cancellation Policy Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar.
 
  NIPA members entitled to the discount rate, please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code.
 
 
Select a time for each Live session.
Times listed are in Eastern Standard Time.
You will be automatically registered in any Prerecorded sessions.
 
 
 
 
Recorded - Controlled Groups
 
Session Schedule
 
  Date Time Presenter  

N/A N/A Bill Grossman  


Newkirk McKay Hochman MasteryPOINT Financial Technologies