Belgarath Posted August 24, 2017 Posted August 24, 2017 Corp A. and Corp B are a controlled group. They have separate plans. Corp A's plan passes all coverage/nondiscrimination testing. Corp B's plan does not. Is Corp A's plan subject to disqualification, or only Corp. B's? Seems like the latter, but I'm not certain.
Tom Poje Posted August 24, 2017 Posted August 24, 2017 that would be my understanding, plan A passes so no disqualifying event. you have permissive aggregation, not required, if I understand things correctly
Belgarath Posted August 24, 2017 Author Posted August 24, 2017 That's what I got out of all this as well. Thanks! I couldn't find any basis for another conclusion, but wasn't all that confident...
CuseFan Posted August 24, 2017 Posted August 24, 2017 Correct - plan's get DQ'd not employers or control groups. Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
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