ASPPA Webcast: Analyzing Controlled and Affiliated Service Groups

ASPPA Webcast: Analyzing Controlled and Affiliated Service Groups 
Available Through February 09, 2017 

Speaker: Kelsey Mayo, J.D., Partner, Poyner Spruill LLP, Charlotte, NC

IRS Program Number: CZTXU-Q-00612-16-O


Click here to view the webcast outline.

The webcast will start with a brief look at the impacts of controlled groups and affiliated service groups. We will then take a deeper look at how to analyze such groups, including case studies, and consider strategies for addressing uncertainties and avoiding common pitfalls.

Key Takeaways:
1. Identify common impacts of controlled group and affiliated service group status.
2. Analyze controlled group and affiliated service group arrangements.
3. Discover common pitfalls inherent in controlled group and affiliated service group analysis.

Registration Deadlines: 
Live: 02/09/2016
On-Demand: 02/09/2017 

CE Credit: 2 ASPPA, 2 ERPA, 2 JBEA Core 

About the Speaker:

Kelsey Mayo is a partner with Poyner Spruill LLP, a law firm based in North Carolina. Her practice is focused in the areas of employee benefits and executive compensation. She routinely represents clients before the Internal Revenue Service and Department of Labor, and has extensive experience in virtually all aspects of qualified plans, welfare plans, fringe benefit plans, and executive compensation arrangements. Kelsey also works with ASPPA’s Government Affairs Committee, serving as Vice-Chair of the asap Subcommittee and as an active member of the IRS Subcommittee. 

Individual Viewer Additional Viewers 
ASPPA Member: $110  ASPPA Member: $40 
Non-Member: $180  Non-Member: $65 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.


Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


Registration and General Questions American Retirement Association Customer Support 703-516-9300