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Showing content with the highest reputation on 12/04/2015 in all forums
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Controlled Group
david rigby reacted to Mike Preston for a topic
It has been my experience that the excluded stock rules can have a dramatic impact on any controlled group analysis and that frequently there are one-way rights of first refusal hidden in by-laws or other documents that create excluded stock. And that getting access to those documents is sometimes like pulling teeth. Beware!1 point -
Does signing the 5500 make the accountant a plan fiduciary under ERISA regs?1 point
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