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Who’s the Employer/ee? 01: Employee/Independent Contractor
Presentor: Derrin Watson Recorded Date: 6/29/2015 Duration: 100 Min.

This program was recorded during a twp-part live presentation given on June 29, 2015 at 12:00PM EST.

"Who’s the Employer/Ee?" Series

Nothing is more fundamental to the operation of a retirement plan than understanding who are the employees of the employer. Understanding this requires the plan practitioner not only to distinguish between employees and independent contractors, but to recognize who is deemed to be an employee, either because the individual is a leased employee or shared employee, or because the individual is an employee of a related employer.

As important as these questions are, they are among the most difficult questions practitioners face. Uncertainties abound and frequently nothing is as it seems.

Derrin Watson wrote the book on the subject. For nearly 20 years, Who’s the Employer has been the definitive reference work on these issues. In a special 5-part web series, Derrin addresses all the issues, with plenty of examples, and will answer your questions. Attendees are encouraged to send ahead of time the situations they are facing for Derrin to address.

In addition, if you attend any of these presentations, you will receive a coupon for $50 off the price at Amazon price for Derrin’s book. (Only one coupon can be used to purchase a single book, but you can use it to purchase multiple copies.) Our standard pricing has been discounted to make attendance to all sessions in this series more cost effective. The series "Who’s the Employer/ee?" will cover the following:

  • Who’s the Employer/ee? 01: Employee/Independent Contractor
  • Who’s the Employer/ee? 02: Shared/Leased Employees
  • Who’s the Employer/ee? 03: Identifying Related Employers
  • Who’s the Employer/ee? 04: Testing for Related Employers
  • Who’s the Employer/ee? 05: Consequences of Related Employers

Who’s the Employer/ee? 01: Employee/Independent Contractor

Employee status is the most fundamental issue for a qualified plan. Everything turns on it and the law requires meticulous accuracy in determining who is an employee. But how do you determine whether a worker is an employee or an independent contractor? How about statutory employees? What do you do with statutory independent contractors? How do IRS enforcement initiatives enter in?

For this Web seminar, Derrin Watson, author of "Who's the Employer," a leading reference in this field, will walk you through the complex issues and gray areas that surround this vital facet of pension practice.

  • Why Does Employee Status Matter?
  • Common Law Employees
  • Independent Contractors
  • Statutory Employees and Independent Contractors
  • Corporate Directors
  • IRS Enforcement Initiatives
  • "Microsoft Clause" and Document Issues

While there are no prerequisites for the program, those attending should have at least a basic understanding of the key qualification requirements of qualified plans.

Level: Overview.

Instructional Delivery Method
Group – Internet-Based

Speaker: S. Derrin Watson, J.D.
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives: After attending this Web seminar, an attendee should be able to:

  • Assemble facts relevant to determine employee status
  • Advise an employer on the consequences of different conclusions
  • Advise an employer on document strategies to address uncertainties
  • Explain the differences employee status makes

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