Tom Posted April 17 Posted April 17 I see this code applies to 414(m) which relates to affiliated service groups. So 3H must be used for an ASG. It's just odd that the instructions description mention "controlled group" but not ASG by name. So 3H applies for an ASG. No need to comment unless someone thinks I'm wrong. Thanks
Bill Presson Posted April 17 Posted April 17 The list of characteristic codes that I look at says: "3H Plan sponsor(s) is (are) a member(s) of a controlled group under Code section 414(b) or (c) or of an affiliated service group under section 414(m)." Paul I 1 William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
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