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lip
2 companies are not controlled group nor are they asgroup.
If someone has ownership in each,what prevents him from having 2 db plans,both with max benefits?
WDIK
Nothing.
Andy the Actuary
Depends upon the extent of ownership. Refer to IRC 415(h).
lip
QUOTE (Andy the Actuary @ Mar 5 2008, 09:26 PM) *
Depends upon the extent of ownership. Refer to IRC 415(h).

thanks
WDIK
Sorry to mislead. For some reason I read into the first post that the CG determination already took into account 415(h). Clearly this was in error.
GMP
415 looks at all plans of the employer, not the employee.
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