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  1. Guest

    Merger of practices/plans

    Guest posted a topic in 401(k) Plans

    We have three dentists that are merging their practices to form one main corporation. Each of them will be retaining their own corporations and the main corporation will pay a 1099 to each of their corporations. Two of the dentists have existing safe harbor 401(k) plans (with SNEC). The third dentist just started his corporation and does not have a plan. Trying to figure out the best approach to get under one plan. They want to have one plan with all employees, including the dentists. Do you think it would be better to start one plan under the new main corporation, count service for all of the other corporations for eligibility and vesting, merge the existing plans into the one, and then file final 5500s for the current plans? They are not interested in accelerating vesting, just basically amending their existing plans into the new one main corporation plan. Any insights or thoughts would be appreciated. Just trying to make this as convenient as possible for the plan sponsors without inadvertently running afoul of regulations.
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