Teresa F. Posted October 14, 2020 Posted October 14, 2020 A client just purchased/re-organized various companies so that we now have a controlled group due to family attribution. Company A&B Company C Dad 51% 100% Son 49% Currently we have three different plans with different entry dates, all are safe harbor match plans. A--after 3 months immediate entry at the beginning of the month. B—immediately upon hire C--1 year, due entry All companies have roughly the same number of employees—5 to 10. The client is resisting one plan document with the same entry date for all participants. Won’t the different entry dates most likely cause testing to fail? Which tests will most likely fail? Am I required to have only one plan document? Thanks
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