401(k) Plans

19,275 topics in this forum

1. Controlled Group status (100% of Company A and 50% of company B)

   By Sammiemor, September 18, 2020
   • 4 replies
   • 507 views
   • 
   • DJL
   • September 22, 2020

2. Controlled Group Status Change

   By PMC, June 24, 2009
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • July 8, 2009

3. controlled group testing

   By K2retire, January 8, 2013
   • 4 replies
   • 2.1k views
   • 
   • ETA Consulting LLC
   • January 9, 2013

4. Controlled Group Testing

   By Guest Phineas, July 22, 2010
   • 6 replies
   • 1.8k views
   • 
   • Mike Preston
   • August 18, 2010

5. Controlled Group Testing

   By Guest jimmybeau, March 5, 2008
   • 5 replies
   • 1.8k views
   • 
   • dmwe
   • April 10, 2008

6. Controlled Group Testing

   By Guest moorhan, August 20, 2001
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • August 23, 2001

7. Controlled Group testing

   By cpc0506, November 25, 2009
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • November 25, 2009

8. Controlled group testing - ADP

   By Guest Achilles, September 24, 2013
   • 5 replies
   • 5.8k views
   • 
   • 00hskrgrl
   • October 10, 2013

9. Controlled Group Testing & Coverage

   By justatester, June 10, 2019
   • 1 reply
   • 439 views
   • 
   • CuseFan
   • June 11, 2019

10. Controlled group that separates

    By Guest JDVJr, February 12, 2003
    • 1 reply
    • 1k views
    • 
    • E as in ERISA
    • February 12, 2003

11. Controlled Group Top Heavy Aggregation

    By R. Butler, March 27, 2002
    • 3 replies
    • 2.4k views
    • 
    • R. Butler
    • March 28, 2002

12. Controlled Group Top Heavy Testing

    By Guest MikeD, November 3, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 3, 2006

13. Controlled Group Transfers

    By Andre3000, March 13, 2015
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • March 18, 2015

14. Controlled Group Transition Rule Applicablity

    By Young Curmudgeon, March 22, 2018
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • March 23, 2018

15. Controlled Group Vesting

    By Guest carsca, May 13, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 13, 2002

16. Controlled Group w Different Entry Dates

    By Teresa F., October 14, 2020
    • 0 replies
    • 334 views
    • 
    • Teresa F.
    • October 14, 2020

17. Controlled Group with 2 Separate 401(k) Plans - one employer leaves controlled group - distribution event for 401K?

    By youngbenefitslawyer, December 5, 2023
    • 1 reply
    • 597 views
    • 
    • EBECatty
    • December 5, 2023

18. Controlled group with 3 partnerships, one has a loss. How to calculate compensation

    By jkharvey, February 20
    • 1 reply
    • 522 views
    • 
    • Peter Gulia
    • February 20

19. controlled group with different eligibility

    By hileman, September 20, 2017
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • September 20, 2017

20. controlled group with different matching formulas and investment optio

    By Guest ehayes, September 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • September 6, 2001

21. Controlled group with regard to SIMPLE Plans

    By k man, May 10, 2000
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • May 11, 2000

22. controlled group with SHMC & diff eligibility

    By hileman, September 13, 2018
    • 1 reply
    • 611 views
    • 
    • Tom Poje
    • September 13, 2018

23. Controlled Group with Two Plans

    By Guest PES, July 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • July 25, 2002

24. Controlled Group with varying Matches

    By Patricia Neal Jensen, April 2, 2019   

    • testing match
    • 2 replies
    • 495 views
    • 
    • Patricia Neal Jensen
    • April 3, 2019

25. Controlled group--different SH's? and/or match?

    By BG5150, November 20, 2019
    • 13 replies
    • 4.4k views
    • 
    • casey72
    • April 4, 2022

26. Controlled Group-Employed by 2 companies

    By Guest Laura Millwood, January 24, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • January 25, 1999

27. Controlled Group-Lost Opportunity

    By Guest Kevin1, March 17, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 19, 2010

28. Controlled Group-one entity matches other does not -Comp used question

    By DLMRetire, December 6, 2013
    • 2 replies
    • 1.2k views
    • 
    • DLMRetire
    • December 8, 2013

29. Controlled group-separate plans--2 415 limits?

    By BG5150, January 6, 2017
    • 1 reply
    • 613 views
    • 
    • Mike Preston
    • January 6, 2017

30. Controlled Group, Affiliated Service Group or Multi-Employer Plan

    By Renee H, December 12, 2024
    • 4 replies
    • 887 views
    • 
    • Renee H
    • December 13, 2024

31. Controlled group, aggregation, testing, etc.

    By Belgarath, February 27, 2014
    • 3 replies
    • 885 views
    • 
    • Belgarath
    • February 27, 2014

32. Controlled Group, multiple plans, controlled group status never reviewed

    By WCC, August 27, 2019
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 29, 2019

33. controlled group, separate eligibility

    By Guest sabecker, May 26, 2011
    • 4 replies
    • 1.4k views
    • 
    • PensionPro
    • May 26, 2011

34. Controlled Group, Separate Lines of Business, BRF

    By Gadgetfreak, November 4, 2019
    • 1 reply
    • 446 views
    • 
    • C. B. Zeller
    • November 4, 2019

35. controlled group, two plans, failing coverage - problems!

    By AlbanyConsultant, March 9, 2021
    • 4 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • March 10, 2021

36. controlled group; self-employed

    By pmacduff, September 24, 2012
    • 8 replies
    • 2.9k views
    • 
    • pmacduff
    • September 25, 2012

37. controlled group?

    By pmacduff, July 31, 2015
    • 5 replies
    • 1k views
    • 
    • Mike Preston
    • July 31, 2015

38. controlled group?

    By gregburst, October 21, 2014
    • 0 replies
    • 746 views
    • 
    • gregburst
    • October 21, 2014

39. Controlled Group?

    By Guest YvonneT, October 19, 2011
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 19, 2011

40. Controlled Group?

    By DP, August 15, 2012
    • 3 replies
    • 914 views
    • 
    • ETA Consulting LLC
    • August 15, 2012

41. Controlled GRoup?

    By austin3515, December 20, 2012
    • 2 replies
    • 863 views
    • 
    • four01kman
    • December 20, 2012

42. Controlled group. Husband/wife/2 children

    By thepensionmaven, April 9, 2019
    • 4 replies
    • 675 views
    • 
    • thepensionmaven
    • April 11, 2019

43. CONTROLLED GROUP/ADP TESTING

    By Chippy, March 8, 2017
    • 6 replies
    • 523 views
    • 
    • Tom Poje
    • March 8, 2017

44. Controlled Group/Affiliated Service Group

    By Chippy, August 22, 2016
    • 3 replies
    • 1k views
    • 
    • Chippy
    • August 23, 2016

45. controlled group/affiliated service group

    By Guest mcw, August 12, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 13, 2003

46. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak, December 30, 2020
    • 3 replies
    • 1.3k views
    • 
    • FORMER ESQ.
    • January 1, 2021

47. Controlled Group/Common Ownership

    By MarZDoates, April 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 4, 2003

48. Controlled Group/For Profit/Non-Profit

    By austin3515, January 7, 2016
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • January 7, 2016

49. Controlled Group/Matching Contributions

    By Guest tsobel, January 25, 2007
    • 1 reply
    • 987 views
    • 
    • JanetM
    • January 25, 2007

50. Controlled Group/Multiple ER Group - SH Spinoff

    By Tinman, June 12, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008