How SECURE Act 2.0 Changed the 401(k) Controlled Group Rules
There are several provisions from SECURE Act 2.0 that have impacted the controlled group rules for Solo 401(k) plans.
Understanding the Affiliated Service Group Rules
One must be aware of the affiliated service group rules when establishing a Solo 401(k) when you own other businesses.
Solo 401k Plan Controlled Group Rules
Solo 401k Plan Controlled Group Some of our Solo 401k clients ask whether a business or individual can adopt a separate Solo 401k plan for another business or entity. One must first determine whether adopting the additional Solo 401k would violate the Controlled Group Rules set up by the IRS and Department of Labor. The […]
Controlled Group Rules when Establishing a Separate Solo 401k
Solo 401k clients often ask us if a business or individual can adopt a separate Solo 401k plan for another business or entity. It’s important to first determine whether adopting the additional Solo 401k would violate the Controlled Group Rules set by the IRS and Department of Labor (DOL). Controlled Group Rules The Controlled Group […]
