401(k) Plans

19,321 topics in this forum

1. controlled group

   By Lou81, September 8, 2020   

   • controlled group
   • 5 replies
   • 778 views
   • 
   • Belgarath
   • September 10, 2020

2. Controlled Group Safe Harbor and Traditional

   By 52626, March 19, 2019
   • 5 replies
   • 439 views
   • 
   • Mike Preston
   • March 21, 2019

3. Controlled Group - 1st year after transition period

   By JBones, May 13, 2013
   • 0 replies
   • 1.3k views
   • 
   • JBones
   • May 13, 2013

4. Controlled Group - 2 plans safe harbor/non safe harbor

   By WCC, September 30, 2013
   • 1 reply
   • 2.7k views
   • 
   • ETA Consulting LLC
   • September 30, 2013

5. Controlled Group - 2 plans SH options

   By Biz Develop Consultant BJF, November 17, 2021
   • 1 reply
   • 684 views
   • 
   • C. B. Zeller
   • November 17, 2021

6. Controlled Group - 5500 Filing

   By MBCarey, June 24, 2002
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • June 25, 2002

7. Controlled Group - Additional Matching for One Division?

   By Angershark, June 4, 2024
   • 3 replies
   • 1.1k views
   • 
   • Angershark
   • June 7, 2024

8. Controlled Group - ADP Testing

   By Guest benefitsgirl, December 5, 2006
   • 0 replies
   • 965 views
   • 
   • Guest
   • December 5, 2006

9. Controlled Group - Am I missing something?

   By seatpa, April 17, 2012
   • 8 replies
   • 1.5k views
   • 
   • seatpa
   • April 18, 2012

10. Controlled Group - Are separate plans an option?

    By Renee H, October 10, 2023
    • 5 replies
    • 2k views
    • 
    • CuseFan
    • October 12, 2023

11. Controlled Group - Attribution

    By Vlad401k, March 8, 2018
    • 4 replies
    • 557 views
    • 
    • Vlad401k
    • March 8, 2018

12. Controlled Group - combined testing

    By RPC-TPA, April 16, 2018
    • 1 reply
    • 966 views
    • 
    • Mike Preston
    • April 16, 2018

13. Controlled Group - Different Eligibility

    By Vlad401k, May 31, 2022
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 4, 2022

14. Controlled Group - different PYE

    By pholosofizer, August 11, 2015
    • 5 replies
    • 831 views
    • 
    • Mike Preston
    • August 11, 2015

15. Controlled Group - Employee-Owned Stock Exclusion

    By EBECatty, June 3, 2019
    • 5 replies
    • 835 views
    • 
    • Luke Bailey
    • June 4, 2019

16. Controlled Group - Family Attribution

    By commishvp, April 20, 2015
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • April 21, 2015

17. Controlled Group - Husband & Wife

    By metsfan026, September 15, 2022
    • 3 replies
    • 816 views
    • 
    • Bill Presson
    • September 15, 2022

18. Controlled Group - Husband & Wife

    By MGOAdmin, September 11, 2014   

    • controlled group
    • husband
    • (and 2 more)

      Tagged with:

      • controlled group
      • husband
      • wife
      • ownership
    • 7 replies
    • 1.8k views
    • 
    • MGOAdmin
    • September 11, 2014

19. Controlled Group - Minor Child becomes Adult

    By jmartin, May 27, 2014
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

20. Controlled Group - Multiple 401k Plans and Nondiscrimination Testing

    By LauraS, August 13, 2025   

    • 401k
    • testing
    • (and 3 more)

      Tagged with:

      • 401k
      • testing
      • controlled group
      • qaca
      • safe harbor
    • 1 reply
    • 492 views
    • 
    • justanotheradmin
    • August 14, 2025

21. Controlled Group - Multiple Plans - Coverage Testing

    By msmith, August 8, 2018
    • 2 replies
    • 837 views
    • 
    • msmith
    • August 10, 2018

22. Controlled Group - One Plan

    By PFranckowiak, September 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • Laura Harrington
    • September 10, 2009

23. Controlled Group - Participant balance transfer

    By sla, March 1, 2013
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 7, 2013

24. Controlled Group - Permissive Aggregation - Plan Termination

    By kdubinski, February 12, 2021
    • 1 reply
    • 685 views
    • 
    • CuseFan
    • February 12, 2021

25. Controlled Group - Plans have different Plan Year Ends

    By Steve Waddo, June 2, 2011
    • 6 replies
    • 3k views
    • 
    • Trekker
    • October 8, 2014

26. Controlled group - reducing one plan's match to mirror other plans

    By Guest TinaNewToPension, December 15, 2003
    • 0 replies
    • 994 views
    • 
    • Guest
    • December 15, 2003

27. controlled group - safe harbor 401k plan

    By Pixie, September 20, 2023
    • 3 replies
    • 873 views
    • 
    • Paul I
    • September 21, 2023

28. Controlled Group - Sale of some entities

    By MGOAdmin, July 21, 2021   

    • controlled group
    • sale of business
    • 1 reply
    • 546 views
    • 
    • C. B. Zeller
    • July 21, 2021

29. Controlled Group - setting up second plan

    By PFranckowiak, September 30, 2011
    • 1 reply
    • 995 views
    • 
    • 12AX7
    • September 30, 2011

30. Controlled Group - Spin Off

    By PFranckowiak, December 2, 2011
    • 3 replies
    • 1.5k views
    • 
    • 12AX7
    • December 7, 2011

31. Controlled Group - Spousal Attribution

    By LANDO, May 10, 2018   

    • controlled group
    • 401(k)
    • (and 1 more)

      Tagged with:

      • controlled group
      • 401(k)
      • spousal attribution
    • 8 replies
    • 4k views
    • 
    • JamesK
    • May 12, 2018

32. Controlled Group - Spouse Attribution

    By ERISA13, October 21, 2014
    • 3 replies
    • 1.9k views
    • 
    • Calavera
    • October 23, 2014

33. Controlled Group - Testing & Allocations

    By Guest Chris May, February 13, 2003
    • 11 replies
    • 3.6k views
    • 
    • RTK
    • February 14, 2003

34. Controlled group - Testing by separate divisions...

    By jaemmons, March 4, 2004
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

35. Controlled Group - two companies folded

    By PFranckowiak, July 23, 2010
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • July 27, 2010

36. Controlled Group - Voting vs. Non-voting

    By MGOAdmin, January 22, 2015   

    • controlled group
    • voting
    • 3 replies
    • 2.2k views
    • 
    • austin3515
    • January 22, 2015

37. Controlled Group -- separate plans

    By R. Butler, March 8, 2002
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • April 2, 2002

38. Controlled Group / Coverage Question

    By fiona1, January 28, 2004
    • 2 replies
    • 1k views
    • 
    • fiona1
    • January 28, 2004

39. Controlled Group & 401(k) Individual

    By Guest jkhanna, September 30, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 30, 2008

40. Controlled Group & ASG

    By mromney, November 26, 2019
    • 1 reply
    • 937 views
    • 
    • Luke Bailey
    • November 27, 2019

41. Controlled group & successor plan

    By Trekker, September 1, 2006
    • 0 replies
    • 1.4k views
    • 
    • Trekker
    • September 1, 2006

42. Controlled group + 3 plans = coverage problem

    By AlbanyConsultant, September 3, 2014
    • 4 replies
    • 970 views
    • 
    • austin3515
    • September 3, 2014

43. Controlled Group 401(k)

    By Guest W J Parks, August 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2001

44. Controlled group 401(k) first plan year as large plan

    By kwalified, August 13, 2013   

    • NQDC as an option?
    • 5 replies
    • 1k views
    • 
    • kwalified
    • August 19, 2013

45. controlled group 5500 filing requirement

    By Tom, April 30, 2025
    • 2 replies
    • 672 views
    • 
    • Artie M
    • May 1, 2025

46. Controlled Group ADP Testing

    By JBones, January 6, 2016   

    • controlled group
    • disaggregation
    • 1 reply
    • 994 views
    • 
    • Tom Poje
    • January 6, 2016

47. controlled group ADP testing

    By K2retire, April 29, 2016
    • 9 replies
    • 1.1k views
    • 
    • BG5150
    • May 3, 2016

48. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 8 replies
    • 9.4k views
    • 
    • Tom Poje
    • March 19, 2009

49. controlled group and ADP testing

    By eilano, June 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • July 1, 2005

50. Controlled Group and ADP/ACP Testing

    By msmith, March 19, 2009
    • 1 reply
    • 941 views
    • 
    • austin3515
    • March 22, 2009