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MONTHLY LUNCHEON

Controlled Groups
Thursday, February 9, 2017
11:30 a.m. to 1:00 p.m.
Phoenix Country Club
7th Street and Thomas Road

Presented by

David Schultz, J.D. of FIS Relius

Controlled groups, affiliated service groups, management function groups, and three different sets of attribution rules.  Identifying related (and unrelated) employers can be challenging even for experienced practitioners, yet much rests on the proper identification of the employer for ERISA purposes.  This presentation will provide an overview of the controlled group and affiliated service group rules along with the consequences associated with having related employers.  The focus will be on helping practitioners identify situations in which a related employer situation may exist.

DAVID SCHULTZ, J.D.

David Schultz is an attorney and educator with FIS’ Relius in Atlanta, Georgia. David’s over 18 years of experience in the industry includes service as an ERISA attorney, the manager of a TPA and recordkeeper, an investment advisor focused on qualified plans, and a fiduciary consultant. David is the current Chair for the Administrative Relations Subcommittee of the American Society for Pension Professionals and Actuaries’ (ASPPA) Government Affairs Committee.

David earned a BS with a major in Finance from the University of Florida and his Juris Doctor from Georgia State University. He is a member of the Georgia Bar Association.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events