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Establishing a 401(k) Plan for Your Employees? Here’s How a Financial Advisor Can Help
August 2, 2021 • 401(k), 401k Plan Participants, Financial Wellness, Plan Sponsors, Retirement Funding

Establishing a 401(k) Plan for Your Employees? Here’s How a Financial Advisor Can Help

Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted advisor can take some stress off your shoulders.

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The Aggregation Of Employers And Employees: Controlled Groups
November 14, 2020 • 401(k), Business Owner Planning, Executive Benefits, Gulf Coast Business Owners, Plan Sponsors, Retirement Funding

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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The Aggregation Of Employers And Employees: Affiliated Service Groups
November 14, 2020 • 401(k), Attorneys, Business Owner Planning, Dentists, Executive Benefits, Gulf Coast Business Owners, Physicians, Plan Sponsors, Retirement Funding

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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Gulf Coast Financial Advisors LLC (“GCFA”) is an investment adviser registered with the states of Alabama and Texas. Registration does not imply a certain level of skill or training. GCFA provides investment advisory services only in jurisdictions where it is properly registered, has made the required notice filings, or qualifies for an exemption or exclusion from registration or notice filing requirements. Nothing contained herein should be construed as legal, tax, or investment advice, or as a solicitation to engage in any specific securities transaction or investment strategy. Personalized investment advice is provided only through direct communications with GCFA’s duly authorized investment adviser representatives. GCFA is doing business as Summit Legacy Advisors, a GCFA Network Company, in the state of Texas. Gulf Coast Financial Advisors, LLC | 561 Fairhope Ave, STE 202B | Fairhope, AL 36532 | 251.327.2124 | www.gulfcoastfa.com