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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 a registered investment adviser offering advisory services in the State of Alabama and in such other jurisdictions where it is registered, filed the required notices, or is otherwise excluded or exempted from such registration and/or notice filing requirements. Registration does not indicate or imply that GCFA has attained a particular level of skill or ability nor does it constitute an endorsement of the firm by the Securities and Exchange Commission (SEC) or any state securities regulator.