401k

How Controlled Groups Work in 401k Retirement Plans

May 05, 2023 Brandon White Season 1 Episode 7
How Controlled Groups Work in 401k Retirement Plans
401k
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401k
How Controlled Groups Work in 401k Retirement Plans
May 05, 2023 Season 1 Episode 7
Brandon White

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 around control groups that are covered in this episode.

EPISODE LINKS:

Show Notes

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 around control groups that are covered in this episode.

EPISODE LINKS: