Jump to content

Recommended Posts

Posted

Client owns 100% of a construction business (company A) which currently has a 401(k) Plan.  The client just purchased a 50% interest in another construction business (company B).  The companies work together in both referring work and the completion of jobs but are not exclusive and provide services separately. 

The owner of company A would like to have company B join his plan.  I can't see this falling under an ASG or a controlled group.  Is there any issue with company B becoming an adopting employer of company A's Plan?

Thanks  for your input!

Posted

No issue.  If related, but not an ASG or controlled group, then it would be a participating employer in a MEP.  As I’m sure you are aware, there is a lot of activity in that space right now.  

Posted

Perhaps I'm misinterpreting the ASG rules, but since 1) both companies are working together to provide a service to a common client, 2) the 100% owner of A now owns more than 10% of B, and 3) at least one company refers an amount of business to the other presumably equal to at least 5% of their revenue, wouldn't this be an ASG?  

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