timofeo

Thank you MWeddll for the response. That is what I kept running into. I appreciate you taking the time to respond to my post.

Looking for your superior knowledge. Client, Comp A, has sponsored a safe harbor 401k (w/Basic SH Match) since 1999. Owners of Comp A purchased another business, Comp B, back in 2010, and never let us, the TPA, know. Comp B has sponsored a traditional 401k (w/ 50% of 5% discretionary match) since 2003. Comp A and Comp B are a Controlled Group. Plans DO NOT pass 410b independently on their own so I need to test them together. What recommendations do you have for me to fix the situation? I appreciate your excellent insight.