The Aggregation Of Employers And Employees: Affiliated Service Groups
The affiliated service group (ASG) rules were added to the Code in order to close several loopholes that practitioners found in the controlled group rules. Even if two businesses do not constitute a controlled group, the ASG rules will aggregate the businesses if they are sufficiently tied together in performing services for one another or for third parties.
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The Aggregation Of Employers And Employees: Controlled Groups
One example of a controlled group is a Parent-subsidiary controlled group: The simplest form of a parent-subsidiary controlled group consists of one business (the parent) that owns at least 80% of another business (the subsidiary).
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How the New Electronic Disclosure Rule affects your 401(k) Plan
This episode is a great example of how fast technology is changing, and how that affects 401(k) plans. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew Eickman, the National Retirement Practice Leader for Prime Capital Investment Advisors & Qualified Plan Advisors. In this episode, Josh and Jay […]
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Investments Keeping You Up at Night? Managing Stress During Market Volatility
Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.
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A Deeper Appreciation for Wellness
The COVID-19 pandemic has presented the most challenging time many have faced. It’s been scary. Sad. Uncertain. Lonely. Exhausting. Boring. Relaxing. Triggering the unanswerable question: is this all worth it? Leaders, motivational speakers, and “Chicken Soup” books tell us to focus on what we can control. It feels like we can control very little amidst […]
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What Does a Company Merger Mean For My 401(k)?
Your current employer was bought out. Depending on the type of sale, your 401(k) could be affected. Here's what you need to know.
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The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
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Building a Financial Wellness Plan That Works
A comprehensive financial wellness plan begins by thinking about whether employees have a foundation to get through the ups and downs in the short-term and the mid-term
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How to Get the Most Money Back on Your Tax Return
Tax season can feel like a grueling time — but missing out on a larger refund can be worse. To get the most out of your tax return, remember to take these 5 steps.
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Implementing a Financial Wellness Program for Your Employees: A Guide
Financial stress is a hidden struggle for modern employees. Financial wellness programs improve their quality of life and work. Here's how to implement one in your own business.
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