401(k) Plans

19,321 topics in this forum

1. Controlled Group and Compensation

   By Gilmore, February 12, 2020
   • 3 replies
   • 1k views
   • 
   • Gilmore
   • February 24, 2020

2. Controlled Group and compliance testing

   By Guest Achilles, February 24, 2005
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • February 25, 2005

3. Controlled Group and Coverage Testing

   By justatester, May 3, 2012
   • 5 replies
   • 2.1k views
   • 
   • Tom Poje
   • May 4, 2012

4. Controlled Group and document

   By cpc0506, April 26, 2010
   • 4 replies
   • 1.5k views
   • 
   • austin3515
   • April 26, 2010

5. Controlled Group and Family Attribution

   By Tom, January 26, 2021
   • 2 replies
   • 1.1k views
   • 
   • FORMER ESQ.
   • January 27, 2021

6. Controlled group and key employee

   By Guest moosegirl, July 9, 2004
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • July 12, 2004

7. Controlled group and safe harbor

   By JPIngold, August 2, 2018
   • 2 replies
   • 1.2k views
   • 
   • JPIngold
   • August 6, 2018

8. Controlled group and same desk rule after EGTRRA

   By Guest Lawrence_Groves, July 21, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 21, 2004

9. Controlled Group and Top Heavy

   By AmyETPA, October 28, 2022
   • 3 replies
   • 793 views
   • 
   • AmyETPA
   • November 1, 2022

10. Controlled group change

    By Guest jim williams, May 24, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 24, 2005

11. Controlled Group Clarification

    By amcorson, December 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • December 24, 2007

12. Controlled Group companies & Testing

    By Alex Daisy, October 3, 2014
    • 2 replies
    • 962 views
    • 
    • Tom Poje
    • October 3, 2014

13. Controlled group compensation

    By Guest jim williams, March 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

14. Controlled group compensation

    By Guest jim williams, April 28, 2004
    • 9 replies
    • 1.3k views
    • 
    • WDIK
    • April 29, 2004

15. Controlled Group Compensation Question

    By pholosofizer, September 10, 2018
    • 0 replies
    • 461 views
    • 
    • pholosofizer
    • September 10, 2018

16. controlled group contributions?

    By Guest Moira, November 9, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 10, 2006

17. Controlled Group Coverage

    By justatester, September 26, 2019
    • 4 replies
    • 920 views
    • 
    • Larry Starr
    • September 27, 2019

18. Controlled group coverage testing

    By Cheryl S, December 6, 2019
    • 6 replies
    • 3.7k views
    • 
    • Kevin C
    • December 6, 2019

19. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc, March 5, 2024
    • 3 replies
    • 714 views
    • 
    • Plan Doc
    • March 6, 2024

20. controlled group determination

    By Chippy, March 8, 2013
    • 3 replies
    • 1.1k views
    • 
    • Chippy
    • March 13, 2013

21. Controlled Group Determination Help !

    By 12AX7, March 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 2, 2012

22. Controlled Group Different Plan Year

    By pixmax, July 5, 2016   

    • Controlled Group
    • 5 replies
    • 2.6k views
    • 
    • Tom Poje
    • July 8, 2016

23. Controlled group disclosed too late

    By cathyw, May 20, 2020
    • 0 replies
    • 547 views
    • 
    • cathyw
    • May 20, 2020

24. Controlled Group Document Issues

    By Guest Midas, April 8, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2005

25. Controlled Group Issue

    By metsfan026, October 6, 2022
    • 5 replies
    • 1.1k views
    • 
    • Roycal
    • October 7, 2022

26. Controlled Group Issue

    By Guest PES, June 18, 2002
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2002

27. controlled group member adopts prototype but participates in a different plan

    By k man, March 12, 2004
    • 5 replies
    • 1.5k views
    • 
    • k man
    • March 15, 2004

28. Controlled Group Member Fails Coverage

    By Randy Watson, December 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2006

29. Controlled Group Merely Because Other Company Provides Payroll Services, etc.?

    By austin3515, October 6, 2017
    • 2 replies
    • 461 views
    • 
    • austin3515
    • October 6, 2017

30. Controlled group minimum coverage testing when the members' 401(k) pla

    By EGB, December 6, 1999
    • 0 replies
    • 1.7k views
    • 
    • EGB
    • December 6, 1999

31. controlled group of corporations

    By lexi, December 12, 2006
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • December 13, 2006

32. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril, September 24, 2020
    • 10 replies
    • 1.2k views
    • 
    • TPApril
    • September 26, 2020

33. Controlled Group or Multi Employer Plan??

    By Pammie57, May 14, 2019
    • 1 reply
    • 429 views
    • 
    • Luke Bailey
    • May 14, 2019

34. Controlled Group or not

    By cpc0506, December 27, 2010
    • 1 reply
    • 820 views
    • 
    • Tom Poje
    • December 27, 2010

35. Controlled Group or not?

    By AdKu, December 29, 2016   

    • Controlled Group or not?
    • 4 replies
    • 773 views
    • 
    • rocknrolls2
    • January 5, 2017

36. Controlled Group or not?

    By Guest Lil Anderson, December 21, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2006

37. Controlled Group Partial Plan Termination

    By PFranckowiak, February 2, 2010
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 2, 2010

38. Controlled Group Plan Merger Question

    By runningabizness, December 3, 2020   

    • 401k
    • controlled group
    • 6 replies
    • 1.3k views
    • 
    • runningabizness
    • December 4, 2020

39. Controlled Group Question

    By Guest Williamj1, February 4, 2014   

    • Controlled Group
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • May 10, 2016

40. Controlled Group question

    By Tom, September 7, 2022
    • 4 replies
    • 554 views
    • 
    • Tom
    • September 12, 2022

41. Controlled Group Question

    By AJ North, June 4, 2012
    • 3 replies
    • 1k views
    • 
    • AJ North
    • June 5, 2012

42. controlled group question

    By Guest Moira, October 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • October 12, 2006

43. Controlled Group Question

    By bzorc, May 30, 2017
    • 2 replies
    • 412 views
    • 
    • bzorc
    • May 30, 2017

44. Controlled Group Question

    By Becky Schwing, September 14, 2021
    • 5 replies
    • 584 views
    • 
    • C. B. Zeller
    • September 15, 2021

45. Controlled Group Question

    By Lori Foresz, April 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lori Foresz
    • April 23, 2004

46. controlled group question

    By cpc0506, April 15, 2013
    • 4 replies
    • 971 views
    • 
    • 12AX7
    • April 16, 2013

47. Controlled Group Question

    By Becky Schwing, December 15, 2020
    • 2 replies
    • 1.1k views
    • 
    • FORMER ESQ.
    • December 15, 2020

48. Controlled Group Question

    By Vlad401k, January 31, 2025
    • 5 replies
    • 847 views
    • 
    • Artie M
    • February 4, 2025

49. Controlled Group Question

    By Guest John Kleeman, March 12, 2007
    • 9 replies
    • 1.6k views
    • 
    • Jim Chad
    • March 14, 2007

50. controlled group question

    By K2retire, March 12, 2015
    • 2 replies
    • 849 views
    • 
    • K2retire
    • March 12, 2015