cpc0506 Posted August 25, 2014 Share Posted August 25, 2014 Employer X and Employer Y are a controlled group. Employer Y is 100% owned by Employer X. Plan A and Plan B are sponsored by Employer X. Plan A covers one division of employees and Plan B covers another division of employees. Plan C is sponsored by Employer Y. All three plans are currently able to pass coverage on their own and as such are tested separately. Currently, Employer X wants to merge Plan B with Plan C. Plan year end is September 30, 2014. What are the pros/cons of merging Plan B into Plan C on 9/30 versus 10/1? Link to comment Share on other sites More sharing options...
Jim Chad Posted August 26, 2014 Share Posted August 26, 2014 I would try to see if all testing will pass if you do the merger on 9-30? If yes, than that would be my choice. By the way, are you anywhere near 100 Participants? Link to comment Share on other sites More sharing options...
cpc0506 Posted August 26, 2014 Author Share Posted August 26, 2014 Plan A has over 200 employees, plan B about 20, and plan C over 200 employees as well. So, we will need to pass coverage for the 2 plans if we use 9/30 but would need to pass coverage for the originial 3 plans if we merge on 10/1. Link to comment Share on other sites More sharing options...
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