Retirement Plans in General

5,751 topics in this forum

1. Controlled Group - Participating employer sold

   By Belgarath, May 23, 2016
   • 4 replies
   • 1.8k views
   • 
   • Belgarath
   • May 24, 2016

2. Controlled group - private equity platform

   By Belgarath, May 15
   • 6 replies
   • 3.9k views
   • 
   • Belgarath
   • May 16

3. Controlled Group - Trust

   By 52626, August 25, 2014
   • 1 reply
   • 1k views
   • 
   • Jim Chad
   • August 26, 2014

4. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

   By Will.I.Am, August 26, 2022
   • 2 replies
   • 763 views
   • 
   • Will.I.Am
   • August 30, 2022

5. Controlled group - two separate plans

   By Belgarath, August 24, 2017
   • 3 replies
   • 735 views
   • 
   • CuseFan
   • August 24, 2017

6. Controlled Group - vesting

   By Belgarath, February 26, 2021
   • 5 replies
   • 1.6k views
   • 
   • Belgarath
   • March 3, 2021

7. Controlled Group - What's the plan income?

   By Guest Shrek'sconfused, October 29, 2007
   • 0 replies
   • 823 views
   • 
   • Guest
   • October 29, 2007

8. Controlled Group - which company gets the deduction

   By Pammie57, April 8, 2019
   • 3 replies
   • 1.5k views
   • 
   • Luke Bailey
   • April 9, 2019

9. Controlled Group -- Attribution

   By Guest rwest, March 5, 2004
   • 5 replies
   • 991 views
   • 
   • Mike Preston
   • March 6, 2004

10. Controlled group -- spousal exception would apply except for minor children

    By katieinny, January 20, 2014   

    • Has it been enforced?
    • 4 replies
    • 1.8k views
    • 
    • 12AX7
    • January 21, 2014

11. Controlled Group / Affiliated Service Group ?

    By Below Ground, February 26, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • March 24, 2009

12. Controlled Group / ASG Question

    By Lucky32, December 10, 2021
    • 2 replies
    • 651 views
    • 
    • Lucky32
    • December 13, 2021

13. Controlled Group / Different Profit Sharing Allocations

    By beartd, October 8, 2015   

    • Controlled Group
    • Profit Sharing
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • October 8, 2015

14. Controlled Group & 2018 contributions

    By Pammie57, April 8, 2019
    • 2 replies
    • 601 views
    • 
    • Luke Bailey
    • April 9, 2019

15. Controlled Group and 401(k) Features

    By Guest mookie23, July 14, 2014   

    • Controlled Group
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 15, 2014

16. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn, January 3, 2023
    • 2 replies
    • 1.1k views
    • 
    • Heather Lynn
    • January 3, 2023

17. Controlled group and brain cramp

    By Belgarath, December 23, 2004
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • December 29, 2004

18. Controlled Group and Coverage

    By perkinsran, July 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 11, 2011

19. Controlled group attribution

    By Belgarath, May 15, 2003
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • May 15, 2003

20. Controlled Group Attribution

    By LIBERTYKID, May 6, 2019
    • 1 reply
    • 732 views
    • 
    • Luke Bailey
    • May 8, 2019

21. Controlled group breakup on the horizon, can we spin off one group's members to a new plan to lower the 2006 beg of yr participant count so no 2006 audit is rqrd?

    By Beltane, July 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 21, 2005

22. Controlled Group Calculations

    By Guest NPWA, April 18, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 18, 2003

23. Controlled Group Change - New Company - New Plan timing

    By Lou S., December 11, 2017
    • 2 replies
    • 788 views
    • 
    • Lou S.
    • December 13, 2017

24. Controlled Group Considerations

    By SMB, December 4, 2003
    • 3 replies
    • 1.1k views
    • 
    • SRM
    • December 5, 2003

25. controlled group coverage exception

    By Santo Gold, March 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • Santo Gold
    • March 17, 2009

26. Controlled Group Determination

    By Below Ground, January 21, 2008
    • 6 replies
    • 2k views
    • 
    • Below Ground
    • January 25, 2008

27. Controlled group doesn't exist after all, but treated as one for several years

    By katieinny, March 2, 2011
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • March 21, 2011

28. Controlled Group for 415 limits

    By Young Curmudgeon, April 1, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • April 1, 2011

29. controlled group husband and wife

    By Santo Gold, December 4, 2009
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • December 4, 2009

30. Controlled group in community property state

    By Belgarath, March 9, 2011
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • March 9, 2011

31. controlled group inclusion, with a twist

    By Santo Gold, February 28, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 28, 2007

32. Controlled Group Issue

    By Guest San Diego Benefits Guy, June 14, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • June 14, 2007

33. Controlled Group Issue

    By R. Butler, February 12, 2003
    • 3 replies
    • 1.3k views
    • 
    • R. Butler
    • February 14, 2003

34. Controlled group issue

    By Nood1e, July 26, 2018   

    • divorce
    • adopting employer
    • (and 1 more)

      Tagged with:

      • divorce
      • adopting employer
      • controlled group
    • 5 replies
    • 867 views
    • 
    • Nood1e
    • July 26, 2018

35. Controlled Group Issue

    By chris, April 18, 2005
    • 9 replies
    • 1.5k views
    • 
    • chris
    • April 18, 2005

36. Controlled Group Issue

    By dmb, August 23, 2002
    • 1 reply
    • 1.1k views
    • 
    • BeckyMiller
    • August 23, 2002

37. Controlled group issues, related employers

    By dan.jock, January 10, 2017
    • 6 replies
    • 1.3k views
    • 
    • dan.jock
    • January 10, 2017

38. Controlled group one year but not the next

    By Santo Gold, March 30, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 30, 2007

39. Controlled Group or Affiliated Service Group, or Neither?

    By Guest RBeck, January 28, 2003
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 29, 2003

40. Controlled Group or not?

    By Guest Phil L, January 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • richard
    • January 15, 1999

41. Controlled group plan splitting to avoid audit

    By Belgarath, June 2, 2015
    • 11 replies
    • 3.2k views
    • 
    • Gadgetfreak
    • June 3, 2015

42. Controlled Group Question

    By Lou S., July 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • July 15, 2008

43. Controlled Group Question

    By RayJJohnsonJr, June 18, 2010
    • 2 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • June 19, 2010

44. Controlled Group Question

    By Spencer, December 6, 2012
    • 3 replies
    • 981 views
    • 
    • Lou S.
    • December 13, 2012

45. Controlled Group Question

    By Guest carsonv, December 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 7, 2005

46. Controlled Group Question

    By MarZDoates, March 3, 2004
    • 10 replies
    • 1.3k views
    • 
    • Guest
    • March 5, 2004

47. controlled group question

    By mariemonroe, October 16, 2019
    • 4 replies
    • 865 views
    • 
    • Luke Bailey
    • October 17, 2019

48. Controlled Group Question

    By John Feldt ERPA CPC QPA, September 2, 2011
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • September 3, 2011

49. Controlled Group Question When Husband Owns 100% of Company A and Wife Owns 100% of Professional Dental Corporation That Husband Is Not Involved With

    By Guest San Diego Benefits Guy, February 8, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2007

50. Controlled group related due to minor children

    By Jakyasar, December 9, 2021
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • December 10, 2021