Is Your Company Part of a Controlled Group? You Need to Know or Risk 401k Plan Disqualification
IRS controlled group rules often obligate 2 or more employers with common ownership to cover their employees with the same 401k plan in order to pass annual nondiscrimination testing. When the owner(s) of a business have an ownership interest in other businesses, an accurate controlled group determination is essential or plan disqualification can result.
No 401k help center would be complete without a guide to the industry specific terminology associated with retirement plans. Untangle the jargon and learn what the insiders know.
If your plan is subject to annual nondiscrimination testing, you should have received the annual census and survey by December 18th. Please complete and return these files to your Client Relationship Manager no later than January 29, 2016.
Tel. 302.123.4567Fax. 302.123.4567
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