Jump to content

Control Group Multiple Plans


Recommended Posts

Guest padmin
Posted

Wholy owned subsidiary of corporation has a 401k plan that is identical in all features with the exception of investment options to the parent company. Subsidiary wishes to move from parent company recordkeeper/consultant, maintain a mirrored plan and use their own recordkeeper consultant. Parent company's consultant wants to charge a large fee to do combined testing if data is not on their system. If the plan is identical what combined testing is required? ( both are safe harbor match plans). Any input appreciated!

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use