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Non-discrimination Test with controlled groups


Guest Jamie Hayes

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Guest Jamie Hayes

Plan "1" split and half of the participants were merged into a mirror Plan "2" effective 9/1/07. Plan 2 has an inst'l parent company that has a differnt plan with a differnt vendor. What does Plan 2 need to do regarding testing from 09/01/07-12/31/07? Do they test as a sep identity for that time period? test with Plan 1, with the parent co.....?

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See IRC §410(b)(6)© and Treas Reg §1.410(b)-2(f).

John Simmons

johnsimmonslaw@gmail.com

Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.

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