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Related Employer Groups and Their Impact on Employee Benefits

Episode Summary: In this focused episode, Doll Lank and Kathleen Bass unpack related employer groups under ERISA and the ACA, explaining ownership thresholds, service relationships, and triggers like acquisitions or reorganizations. The discussion covers compliance impacts on plan testing, ALE status, grace periods, and proactive steps to avoid costly redesigns. Key Timestamps: 00:01 - Show Introduction 00:53 - Defining Related Employer Groups 02:00 - Impacts on ERISA Plans and ACA Coverage 03:30 - Identifying Groups: Cross-Ownership Alerts 05:00 - Spider Web Complexity: Family and Services 07:00 - Triggers: Acquisitions, Spinoffs, Reorgs 10:00 - Next Steps: Grace Periods and Reviews 12:00 - Retirement and Coverage Testing Effects 13:30 - Takeaways: Ownership Sensitivity and ERISA Counsel 15:00 - Closing Resources About the Show: "Employee Benefit Plans and Business Sense with Doll Lank and Kathleen Bass" demystifies ERISA, ACA, and benefits compliance. Doll Lank and Kathleen Bass guide employers and plan providers with practical strategies for federal rules in real-world operations. #RelatedEmployers #ERISAPlans #ACACompliance #ControlledGroups #AffiliatedServiceGroups #BenefitTesting #ALERules #PlanGracePeriod #OwnershipTriggers #KLBBenefits #EmployeeBenefits #BusinessCompliance #ERISACounsel #BenefitsLaw