May 22 2025

Maintaining Control: Controlled Groups and What They Mean for Your Retirement Plans

Date: Thursday, May 22, 2025

Time: 10:00 – 11:00 a.m. PT

Cost: Complimentary

Presenters: Robert Gower and Bryan Card

Navigating the complexities of retirement plan compliance can be challenging—especially when your organization may be part of a controlled group. Join us for a practical, in-depth webinar exploring controlled groups as they relate to employer-sponsored retirement plans. In this 60-minute webinar we will cover how to identify the existence of a controlled group, implications on plan compliance, and effective monitoring strategies. Whether you are part of a start-up, a multi-entity structure, or work with clients who are, this session will help you identify and understand implications of controlled groups on retirement plans.

MCLE Credit: This program is eligible for Continuing Legal Education (CLE) credit. Please contact Franchesca Grande (fgrande@truckerhuss.com) to receive a CLE certificate of completion.

Questions or Comments: Webinars@truckerhuss.com

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