401(k) Plans

19,321 topics in this forum

1. Controlled Group Question

   By metsfan026, March 31, 2022
   • 5 replies
   • 639 views
   • 
   • C. B. Zeller
   • March 31, 2022

2. controlled group question

   By K2retire, February 26, 2009
   • 2 replies
   • 921 views
   • 
   • K2retire
   • February 26, 2009

3. Controlled Group Question

   By Guest chris4013, May 19, 2005
   • 3 replies
   • 1.1k views
   • 
   • R. Butler
   • May 19, 2005

4. Controlled Group Question

   By PFranckowiak, May 11, 2009
   • 5 replies
   • 1.6k views
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   • PMC
   • May 13, 2009

5. Controlled Group Question - Family Attribution

   By metsfan026, January 6, 2022
   • 10 replies
   • 1.9k views
   • 
   • pmacduff
   • August 18, 2023

6. Controlled Group Question - Solo 401k

   By Vlad401k, January 19, 2018
   • 4 replies
   • 904 views
   • 
   • Luke Bailey
   • January 22, 2018

7. Controlled Group Quirk

   By Below Ground, September 29, 2016   

   • Not for Profit Firm
   • 7 replies
   • 1.1k views
   • 
   • Below Ground
   • October 7, 2016

8. Controlled Group Safe Harbor Plans with Different PLan Terms

   By Lame Duck, December 20, 2013
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • December 22, 2013

9. Controlled Group Situation & Owner Sold One Business - Help

   By HarleyBabe, July 11, 2013
   • 7 replies
   • 1.3k views
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   • MoJo
   • July 16, 2013

10. Controlled group situation where an employee moves from one company to

    By Guest Kevin Plymyer, October 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • John A
    • October 17, 2000

11. Controlled Group Spreadsheet

    By aleallie, March 29, 2025
    • 0 replies
    • 478 views
    • 
    • aleallie
    • March 29, 2025

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

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

13. Controlled Group Status Change

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

14. controlled group testing

    By K2retire, January 8, 2013
    • 4 replies
    • 2.2k views
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    • ETA Consulting LLC
    • January 9, 2013

15. Controlled Group Testing

    By Guest Phineas, July 22, 2010
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 18, 2010

16. Controlled Group Testing

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

17. Controlled Group Testing

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

18. Controlled Group testing

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

19. Controlled group testing - ADP

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

20. Controlled Group Testing & Coverage

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

21. Controlled group that separates

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

22. Controlled Group Top Heavy Aggregation

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

23. Controlled Group Top Heavy Testing

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

24. Controlled Group Transfers

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

25. Controlled Group Transition Rule Applicablity

    By Young Curmudgeon, March 22, 2018
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • March 23, 2018

26. Controlled Group Vesting

    By Guest carsca, May 13, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2002

27. Controlled Group w Different Entry Dates

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

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

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

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

    By jkharvey, February 20, 2025
    • 1 reply
    • 561 views
    • 
    • Peter Gulia
    • February 20, 2025

30. controlled group with different eligibility

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

31. 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

32. Controlled group with regard to SIMPLE Plans

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

33. controlled group with SHMC & diff eligibility

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

34. Controlled Group with Two Plans

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

35. Controlled Group with varying Matches

    By Patricia Neal Jensen, April 2, 2019   

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

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

    By BG5150, November 20, 2019
    • 13 replies
    • 4.5k views
    • 
    • casey72
    • April 4, 2022

37. Controlled Group-Employed by 2 companies

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

38. Controlled Group-Lost Opportunity

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

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

    By DLMRetire, December 6, 2013
    • 2 replies
    • 1.3k views
    • 
    • DLMRetire
    • December 8, 2013

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

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

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

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

42. Controlled group, aggregation, testing, etc.

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

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

    By WCC, August 27, 2019
    • 6 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 29, 2019

44. controlled group, separate eligibility

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

45. Controlled Group, Separate Lines of Business, BRF

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

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

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

47. controlled group; self-employed

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

48. controlled group?

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

49. controlled group?

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

50. Controlled Group?

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