Does anyone have a control group worksheet/spreadsheet they would be willing to share that looks at more than 5 entities ownership at one time? Thank you in advance.

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We are offering Voluntary Life benefits in increments of 10,000.00 to employees, and their spouses. These benefits are 100% paid for by the employee with no tax benefit. If an employee wants to add their domestic partner, would the employee paid voluntary life premium have any tax implications? -John

Client has a plan with age 21 and 6 months of continuous service. They have a discretionary match which has been typically $2,000 per participant. They will be hiring some employees on a part-time basis (24 hours a week) and want to know if they can "pro-rate'' that $2,000 match for these part-time employees. That is, they feel someone who only works 24 hours a week should not receive the same match as those who work 40 hours a week. I'm thinking that maybe they should just go to a certain percentage of pay instead. Any other suggestions?

Client took a loan, which subsequently was deemed. Five years later, he paid it back so he could take another loan. The client is 59-1/2 and tried to take an in-service distribution of the remaining account value. He was denied the full distribution amount due to the deemed amount that was paid back not being eligible for in-service withdrawal. Has anyone heard of this before?