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ASPPA Webcast: Aggregation Aggravation: Identifying Controlled and Affiliated Service Groups

Available until May 25, 2024

Speaker: S. Derrin Watson, JD, APM, Of counsel, Ferenczy Benefits Law Center

Description: Determining controlled and affiliated service groups is more important than ever in today's business and professional climate. SECURE 2.0 changes in attribution rules will result in the break-up of many groups next year. Learn all the latest in this webcast from the man who wrote the book on the subject!

Learning Objectives:

  1. Correctly identify controlled groups
  2. Identify the factors that create an affiliated service group
  3. Correctly apply the SECURE 2 revised attribution rules

Registration Links:


On-Demand Webcast is Available Until: May 25, 2024

Registration Information: 

  • Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
  • Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
  • Live webcast registration does not provide access to the on-demand version.
  • Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
  • To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 

Continuing Education Credit (On-Demand): 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 ERPA

About the Speaker: S. Derrin Watson, J.D., APM, is of counsel to the Ferenczy Benefits Law Center, with over 42 years of experience in dealing with retirement plans. He also works with FIS on their Relius documents and he is also an ERISA educator, frequently providing web seminars with ERISApedia and making presentations at seminars and conferences. His published works include Who’s the Employer, Plan Corrections eSource, the 403(b) Plan eSource, and the 457 Plan eSource, all published with ERISApedia, where he handles their Ask the Authors service. In 2006, ASPPA awarded Derrin its Educator’s Award for his work in providing professional education to plan practitioners. He received his bachelor’s degree in accounting from BYU and his law degree from UCLA. 


General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

  • E-mail: Send your registration form(s) and credit card information to [email protected]
  • 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
  • Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. 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. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

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

Disclaimer: 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.

Questions? Please reach out to our Customer Care team [email protected]