Adam Talks – 401(k) Controlled Group Rules Explained


In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the controlled group rules for 401(k) retirement plans, and why you cannot exclude employees from utilizing the plan.

Read more about the 401(k) Controlled Group Rules: https://www.irafinancialgroup.com/learn-more/solo-401k/solo-401k-plan-controlled-group-rules/

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

Learn More: https://www.irafinancialgroup.com/about-us/

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