401(k) Plans

19,275 topics in this forum

1. Controlled Group - combined testing

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

2. Controlled Group - Different Eligibility

   By Vlad401k, May 31, 2022
   • 4 replies
   • 1k views
   • 
   • Luke Bailey
   • June 4, 2022

3. Controlled Group - different PYE

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

4. Controlled Group - Employee-Owned Stock Exclusion

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

5. Controlled Group - Family Attribution

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

6. Controlled Group - Husband & Wife

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

7. Controlled Group - Husband & Wife

   By MGOAdmin, September 11, 2014   

   • controlled group
   • husband
   • (and 2 more)

     Tagged with:

     • controlled group
     • husband
     • wife
     • ownership
   • 7 replies
   • 1.7k views
   • 
   • MGOAdmin
   • September 11, 2014

8. Controlled Group - Minor Child becomes Adult

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

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

   By LauraS, August 13   

   • 401k
   • testing
   • (and 3 more)

     Tagged with:

     • 401k
     • testing
     • controlled group
     • qaca
     • safe harbor
   • 1 reply
   • 376 views
   • 
   • justanotheradmin
   • August 14

10. Controlled Group - Multiple Plans - Coverage Testing

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

11. Controlled Group - One Plan

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

12. Controlled Group - Participant balance transfer

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

13. Controlled Group - Permissive Aggregation - Plan Termination

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

14. Controlled Group - Plans have different Plan Year Ends

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

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

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

16. controlled group - safe harbor 401k plan

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

17. Controlled Group - Sale of some entities

    By MGOAdmin, July 21, 2021   

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

18. Controlled Group - setting up second plan

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

19. Controlled Group - Spin Off

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

20. 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
    • 3.8k views
    • 
    • JamesK
    • May 12, 2018

21. Controlled Group - Spouse Attribution

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

22. Controlled Group - Testing & Allocations

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

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

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

24. Controlled Group - two companies folded

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

25. Controlled Group - Voting vs. Non-voting

    By MGOAdmin, January 22, 2015   

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

26. Controlled Group -- separate plans

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

27. Controlled Group / Coverage Question

    By fiona1, January 28, 2004
    • 2 replies
    • 991 views
    • 
    • fiona1
    • January 28, 2004

28. Controlled Group & 401(k) Individual

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

29. Controlled Group & ASG

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

30. Controlled group & successor plan

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

31. Controlled group + 3 plans = coverage problem

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

32. Controlled Group 401(k)

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

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

    By kwalified, August 13, 2013   

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

34. controlled group 5500 filing requirement

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

35. Controlled Group ADP Testing

    By JBones, January 6, 2016   

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

36. controlled group ADP testing

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

37. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 8 replies
    • 9.3k views
    • 
    • Tom Poje
    • March 19, 2009

38. controlled group and ADP testing

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

39. Controlled Group and ADP/ACP Testing

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

40. Controlled Group and Compensation

    By Gilmore, February 12, 2020
    • 3 replies
    • 995 views
    • 
    • Gilmore
    • February 24, 2020

41. Controlled Group and compliance testing

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

42. Controlled Group and Coverage Testing

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

43. Controlled Group and document

    By cpc0506, April 26, 2010
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • April 26, 2010

44. Controlled Group and Family Attribution

    By Tom, January 26, 2021
    • 2 replies
    • 1k views
    • 
    • FORMER ESQ.
    • January 27, 2021

45. Controlled group and key employee

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

46. Controlled group and safe harbor

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

47. Controlled group and same desk rule after EGTRRA

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

48. Controlled Group and Top Heavy

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

49. Controlled group change

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

50. Controlled Group Clarification

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