Loren D. Stark Company
Randall & Hurley, Inc.
EPIC Retirement Plan Services
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|Shedding Light on the Effects of Controlled Groups on Plan Administration|
Ferenczy Benefits Law Center
Feb. 19, 2021
"The existence of a controlled group can profoundly impact a plan's annual testing and regular operations. It is important to be certain that all entities and all employees are being considered to ensure the continued compliance of the plan.... By asking the right questions and educating the plan sponsors, [recordkeepers] can be sure that everything in the future will come together."
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