Jilliandiz Posted October 20, 2005 Posted October 20, 2005 Do you have to aggregate an ESOP and a 401k plan for testing purposes?
stephen Posted October 20, 2005 Posted October 20, 2005 yes, for 404 and 415; disaggregate for 410(b)
MWeddell Posted October 21, 2005 Posted October 21, 2005 One wouldn't necessarily have to aggregated a 401(k) plan and an ESOP for top-heavy testing purposes. They could be members of a permissive aggregation group instead of a required aggregation group.
Guest AJR Posted September 13, 2007 Posted September 13, 2007 Do you have to aggregate an ESOP and a 401k plan for testing purposes? The new 401(k) reg's eliminated the requirement to disaggregate the 401(k) and ESOP's. However, can they still be tested together if desired?
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