Jump to content

Benefits Vet

Registered
  • Posts

    53
  • Joined

  • Last visited

Everything posted by Benefits Vet

  1. Client has various levels of ownership in a variety of businesses, and was operating a single 401(k) plan for all of the companies under the assumption that it was a controlled group. Well, SURPRISE!! It is not a controlled group. Now what? I understand that we will have to re-run coverage and non-discrimination testing for the years in question. But, any thoughts on how to handle this going forward? Form a multiple employer plan? The companies are all in the same industry.
  2. Just documents and annual notices for DC and DB plans (Including cash balance).
  3. I am aware of Datair and FT William as qualified plan document providers. Are there any others that you would recommend? Thanks.
×
×
  • Create New...

Important Information

Terms of Use