Retirement Plans in General

5,772 topics in this forum

1. Controlled Group Question

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

2. Controlled Group Question

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

3. Controlled Group Question

   By MarZDoates, March 3, 2004
   • 10 replies
   • 1.4k views
   • 
   • Guest
   • March 5, 2004

4. controlled group question

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

5. Controlled Group Question

   By kimso, November 21, 2025
   • 2 replies
   • 730 views
   • 
   • austin3515
   • November 25, 2025

6. Controlled Group Question

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

7. 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

8. Controlled group related due to minor children

   By Jakyasar, December 9, 2021
   • 5 replies
   • 1.2k views
   • 
   • Jakyasar
   • December 10, 2021

9. Controlled Group Relationship - Household Employees

   By Vlad401k, November 21, 2025
   • 1 reply
   • 689 views
   • 
   • Peter Gulia
   • November 21, 2025

10. Controlled Group Rules - Attribution to IRA Owner?

    By BTG, October 15, 2024
    • 4 replies
    • 1.4k views
    • 
    • BTG
    • October 16, 2024

11. Controlled Group Rules in Year of Business Sale

    By Jeff G., September 9, 2024   

    • controlled group
    • sale of business
    • (and 1 more)

      Tagged with:

      • controlled group
      • sale of business
      • adoption agreement
    • 0 replies
    • 645 views
    • 
    • Jeff G.
    • September 9, 2024

12. Controlled Group Service

    By Guest CAM223, September 23, 2002
    • 4 replies
    • 1.4k views
    • 
    • Everett Moreland
    • September 25, 2002

13. Controlled Group SH401k w Cross Testing, All Employers Covered

    By cheersmate, December 13, 2016   

    • Safe harbor
    • Controlled Group
    • (and 3 more)

      Tagged with:

      • Safe harbor
      • Controlled Group
      • General Testing
      • Compensation
      • Aggregation
    • 0 replies
    • 813 views
    • 
    • cheersmate
    • December 13, 2016

14. Controlled Group Status Changes

    By Below Ground, September 10, 2013   

    • Transition Period?
    • 1 reply
    • 1.2k views
    • 
    • Below Ground
    • September 12, 2013

15. Controlled Group testing

    By Guest LoloV, July 21, 2004
    • 1 reply
    • 1k views
    • 
    • SoCalActuary
    • July 21, 2004

16. Controlled Group That Became Uncontrolled

    By Guest merlin, July 29, 2004
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • July 30, 2004

17. Controlled group vs multiple employer group

    By Jakyasar, December 15, 2023
    • 11 replies
    • 1.2k views
    • 
    • CuseFan
    • December 18, 2023

18. controlled group with attribution

    By Santo Gold, January 30, 2024
    • 2 replies
    • 746 views
    • 
    • Santo Gold
    • January 30, 2024

19. Controlled group with company owned 100% by ESOP?

    By Belgarath, June 1, 2018
    • 5 replies
    • 3.3k views
    • 
    • Larry Starr
    • June 6, 2018

20. Controlled group without ownership?

    By Guest Christie Banks, May 1, 2002
    • 4 replies
    • 2.6k views
    • 
    • pjkoehler
    • May 2, 2002

21. Controlled group- attribution question

    By Guest mab, October 30, 2002
    • 8 replies
    • 1.7k views
    • 
    • david rigby
    • November 1, 2002

22. Controlled Group- spousal

    By Guest jim williams, March 19, 2008
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • March 20, 2008

23. Controlled Group-beneficiary of trust as common owner?

    By AndrewZ, June 10, 2011
    • 0 replies
    • 1.4k views
    • 
    • AndrewZ
    • June 10, 2011

24. Controlled group, different plans/years - HCE determination

    By Belgarath, August 28, 2019
    • 0 replies
    • 916 views
    • 
    • Belgarath
    • August 28, 2019

25. Controlled group, QSLOB plans and forfeitures

    By DMcGovern, September 13, 2023
    • 3 replies
    • 1.1k views
    • 
    • DMcGovern
    • September 18, 2023

26. Controlled group, two sole props; what's the 25% limit

    By BG5150, May 29, 2018
    • 1 reply
    • 2.4k views
    • 
    • Larry Starr
    • May 29, 2018

27. Controlled Group: Adopting Employer no more in the controlled group, wants to terminate participation

    By rodin011, March 2, 2013   

    • controlled group
    • disjoinder?
    • 0 replies
    • 2.6k views
    • 
    • rodin011
    • March 2, 2013

28. Controlled Group?

    By dmb, June 1, 2004
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • June 2, 2004

29. Controlled Group?

    By Guest ANON-MD, June 25, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 25, 2009

30. Controlled Group?

    By Guest RBlaine, September 9, 2004
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • September 14, 2004

31. Controlled Group?

    By richard, March 5, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dave Baker
    • March 6, 1999

32. Controlled Group?

    By Gilmore, June 16, 2020
    • 2 replies
    • 943 views
    • 
    • Gilmore
    • June 16, 2020

33. Controlled Group?

    By Zoey, January 27, 2017
    • 3 replies
    • 496 views
    • 
    • RatherBeGolfing
    • January 27, 2017

34. Controlled group? ASG?

    By ombskid, February 1, 2017
    • 1 reply
    • 520 views
    • 
    • Calavera
    • February 1, 2017

35. Controlled Group? I am getting confused.

    By Guest Iwonder, October 17, 2007
    • 1 reply
    • 921 views
    • 
    • Mike Preston
    • October 18, 2007

36. Controlled group? Must they all be covered?

    By jane123, May 25, 2005
    • 7 replies
    • 2k views
    • 
    • jane123
    • May 26, 2005

37. Controlled Group/Common Control 5% Attribution Threshold

    By Christine Roberts, October 13, 2012
    • 0 replies
    • 1.7k views
    • 
    • Christine Roberts
    • October 13, 2012

38. Controlled Group/Employee Status

    By TPAVP, January 16, 2014
    • 1 reply
    • 819 views
    • 
    • ETA Consulting LLC
    • January 16, 2014

39. Controlled group/fish story

    By Belgarath, February 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 29, 2004

40. Controlled Group/Multiple Employer Question

    By Archimage, January 30, 2004
    • 2 replies
    • 1k views
    • 
    • Archimage
    • February 2, 2004

41. Controlled Groups

    By Guest THess, February 23, 2004
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2004

42. controlled groups and attribution

    By Guest Bob Monte, September 4, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2001

43. Controlled Groups and S Corp.s

    By Guest LLandau, May 6, 2003
    • 0 replies
    • 3.5k views
    • 
    • Guest
    • May 6, 2003

44. Controlled Groups and SEP's

    By Guest, May 6, 2000
    • 2 replies
    • 1.4k views
    • 
    • richard
    • May 9, 2000

45. Controlled groups and separate plans

    By bzorc, February 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • February 21, 2002

46. Controlled Groups issues

    By Guest DazedAndConfused, June 26, 2007
    • 14 replies
    • 2.2k views
    • 
    • Jim Chad
    • June 28, 2007

47. CONTROLLED/AFFILIATED GROUP

    By Cynchbeast, December 17, 2012
    • 4 replies
    • 937 views
    • 
    • Mark Whitelaw
    • December 18, 2012

48. Controlling plan provision: plan at time of death or time of correction?

    By t.haley, February 26, 2024
    • 12 replies
    • 1.4k views
    • 
    • MoJo
    • March 1, 2024

49. Conversion of MPPP to a Profit Sharing with 401k feature

    By Guest mparker2028, April 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • April 6, 2005

50. Conversion of VEBA to Defined Contribution Pension Plan.

    By Guest Mike Pazzo, December 12, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 12, 2002