Loren D. Stark Company
Randall & Hurley, Inc.
EPIC Retirement Plan Services
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|Will Moving My Company Ownership Into a Trust Impact Our 401(k) Plan?|
Mar. 25, 2021
"Ownership percentages are used to determine things as routine as who your highly compensated and key employees are for nondiscrimination testing to more involved items such as whether your company must be aggregated with any others as part of a controlled group or affiliated service group.... What can make this determination such a challenge are the ownership attribution rules. "
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