How Controlled Groups Work in 401k Retirement Plans

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Business Owner Financial and Tax Saving Strategies

Brandon White

26 episodes

1 day ago

In today's episode what happens after the safe harbor deadline. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

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In today's episode what happens after the safe harbor deadline. EPISODE LINKS: Get FREE information about Setting up or Fixing Your 401k plan https://lifeincrs.com/401k-plans-podcast/

How Controlled Groups Work in 401k Retirement Plans

Business Owner Financial and Tax Saving Strategies

11 minutes

2 years ago

How Controlled Groups Work in 401k Retirement Plans

Learn how to navigate the gray areas of control groups and ensure fairness to employees. Discover the three rules of control groups, including parent subsidy, fifty percent threshold, and family attribution. The Controlled Groups 401k retirement plan code applies to business owners, real estate investors, venture capital firms and other businesses that often have multiple corporations or LLCs to separate assets. Avoid penalties, fines, and cash flow issues by understanding the rules a...