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Cross-Tested Plans

1,236 topics in this forum

  1. Two Plans with different Plan Year Ends

    By Dougsbpc,
    • 4 replies
    • 227 views

  2. Cross Testing and Terminated Participants

    By Kattdogg12,
    • 4 replies
    • 779 views

  3. Amending to Increase Benefits

    By Dougsbpc,
    • 4 replies
    • 639 views

  4. Nondiscriminatory Classification Test

    By austin3515,
    • 3 replies
    • 4.9k views

  5. Download APR Tables

    By austin3515,
    • 15 replies
    • 1.5k views

  6. Correction of failed 401(a) or 410(b) tests?

    By Miles Leech,
    • 4 replies
    • 1.8k views

  7. cross-tested 401(k) - failing gateway for terminated empoyees

    By M Norton,   
    • 4 replies
    • 1.8k views

  8. Changing Pro Rata Profit Sharing Allocation to New Comparability Mid-Year

    By Vlad401k,
    • 6 replies
    • 2.1k views

  9. Prevailing Wage Offset and 401(a)(4)

    By Kattdogg12,
    • 0 replies
    • 592 views

  10. Plan Comp or Full Year Comp for Testing?

    By Sully,
    • 2 replies
    • 849 views

  11. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 616 views

  12. Can a corrective QNEC be used for TH and GW?

    By DavidO,
    • 1 reply
    • 763 views
    • Bri
    • Bri

  13. Cross-tested plans and longevity?

    By Shubha,
    • 3 replies
    • 1.3k views

  14. 401(k) Cross tested plan with a 3% safe harbor non elective contribution

    By alwaysaquestion,
    • 2 replies
    • 1.2k views

  15. SHM in gateway

    By Audrey,
    • 2 replies
    • 875 views

  16. Imputing Disparity / Cross-Testing DC Plan

    By austin3515,
    • 1 reply
    • 689 views

  17. Does this cross-tested plan pass??

    By Santo Gold,
    • 2 replies
    • 1.1k views

  18. gateway test when def/SH & PS have diff elig requirements

    By Audrey,
    • 3 replies
    • 1.4k views

  19. Basic X-test question....

    By Basically,
    • 16 replies
    • 1.6k views

  20. Statutory Exclusion - excluded group fails 401(a)(4)

    By Tom,
    • 13 replies
    • 2.4k views

  21. Excel for Cross Testing Modeling

    By Ken_BenefitScape,   
    • 3 replies
    • 1.3k views
    • Bri
    • Bri

  22. Spread sheet testing

    By Fred Payne,
    • 31 replies
    • 11.6k views

  23. 401k SH with PS - Increase PS to Term <501 hours acceptable?

    By cheersmate,
    • 4 replies
    • 1.4k views

  24. Board of directors earn W-2 but work zero hours

    By Renee H,
    • 17 replies
    • 3.6k views

  25. Affiliated Service Group - 401(a)(4) / Gateway Testing for owner earning income in two entities

    By Towanda,
    • 4 replies
    • 1.4k views

  26. Can I do an 11-g amendment in this case?

    By BG5150,
    • 13 replies
    • 3.4k views

  27. Testing Failure

    By dneterr,
    • 6 replies
    • 1.6k views

  28. Restructuring

    By R. Butler,
    • 9 replies
    • 1.7k views

  29. Average Benefit Test and Rate Group Test

    By Coleboy1,
    • 8 replies
    • 3.2k views

  30. Non-Excludable Employees with $0.00 Allocations?

    By Logan401,
    • 5 replies
    • 1.2k views

  31. Prevailing wages and 401(a)(4)

    By Indu,
    • 4 replies
    • 1.5k views

  32. 4-Tier Integrated PS... Must use 100% TWB?

    By Puffinator,
    • 10 replies
    • 2.6k views

  33. Using ABPT to pass Coverage

    By Dougsbpc,
    • 3 replies
    • 1.6k views

  34. Restructuring into component plans

    By Will.I.Am,
    • 10 replies
    • 1.6k views

  35. Two DC plans - gateway coordination

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 1.1k views

  36. Safe Harbor Cross-Tested Plan - forfeitures triggering 3%

    By cheersmate,   
    • 2 replies
    • 1.1k views

  37. Terminated employees with no vesting

    By Will.I.Am,
    • 19 replies
    • 3.1k views

  38. Testing Compensation

    By Cloudy,
    • 2 replies
    • 834 views

  39. 2 plans with 2-year eligibility

    By Bri,
    • 3 replies
    • 4.3k views

  40. Safe Harbor Matching 401k - Bifurcate Testing?

    By cheersmate,   
    • 3 replies
    • 1.3k views

  41. Multiple Formulas?

    By Becky Schwing,
    • 6 replies
    • 1.5k views

  42. Cross Test with SHNEC - Max Profit Sharing to HCE and 0 to NHCE

    By MP CPC,
    • 3 replies
    • 1.3k views

  43. 403(b) by doctor at hospital - effects on his practice's DB/DC combo.

    By Bri,
    • 2 replies
    • 1.4k views
    • Bri
    • Bri

  44. Make a top heavy contribution in a non-top heavy plan

    By ERISA Philomath,
    • 1 reply
    • 779 views

  45. $0.00 Allocations?

    By Logan401,
    • 8 replies
    • 1.5k views

  46. Increasing PS Cross Tested Percentage to pass Testing for a Participant who worked less than 1000 hours but the plan has 1000 hour and last day requirement

    By Dawn Marlar,
    • 7 replies
    • 1.5k views

  47. Short Plan Year?

    By Logan401,
    • 6 replies
    • 1.4k views

  48. Last Day Rule but Wants to Allocate Terminated Participants

    By Logan401,
    • 13 replies
    • 1.5k views

  49. Average Benefits Test

    By mming,
    • 3 replies
    • 1.3k views

  50. Prevailing Wage + 401(a)

    By #toomanyrules,
    • 4 replies
    • 1.8k views
    • Bri
    • Bri
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