Help
-
Search
-
Members
-
Calendar
Full Version:
Cross-Tested Plans
BenefitsLink Message Boards
>
Retirement Plans
>
Cross-Tested Plans
Pages:
1
,
2
,
3
,
4
,
5
,
6
Component Plan
(5 replies)
Failed 414(s) test, runinng cross tested 401(a)(4) GNT
(8 replies)
EE of Both in CG, but Plan is for just one ER
(1 reply)
Individual Groups now allowed in Volume Submitter Documents
(3 replies)
Cross tested plan uses High 3 average compensation
(3 replies)
Permissive Aggregation
(4 replies)
software for cross tested calcs
(5 replies)
No Allocation For HCEs?
(1 reply)
Gateway Required?
(2 replies)
Retroactive Amendment?
(2 replies)
Change in NRA
(4 replies)
Cross testing spreadshet
(0 replies)
Rights to allocation
(4 replies)
minimum gateway for participant only entitled to top heavy?
(25 replies)
Is this a non-safe harbor allocation formula?
(5 replies)
EGTRRA Prototype Provision
(5 replies)
Semi-annual allocations, last day required for each period
(1 reply)
Cash Balance 401(a)
(5 replies)
DB/DC Rights and Features
(1 reply)
11(g) Amendments
(36 replies)
Another 11g amendment question
(0 replies)
Administrative Aspects
(4 replies)
Giving children a 0% contribution
(3 replies)
Sole Proprietor and Rate Group Plan
(2 replies)
Quest on New Comp allocation to a HCE
(4 replies)
Allocation Basis and Gateway
(2 replies)
Minimum Gateway Question
(3 replies)
Gateway With dual Eligibility
(8 replies)
Component Plans
(6 replies)
Minimum Allocation Gateway + 3% SH NEC
(2 replies)
Can an 11g amendment add ineligibles?
(3 replies)
3%-of-pay SH NEC as gateway for 9% for HCEs?
(2 replies)
Cross Tested ABR
(9 replies)
Changing Mortality Table from year to year
(8 replies)
2 groups / corrective amendment for NHCE only?
(3 replies)
Mortality tables for cross tested plans
(3 replies)
Can allocation group be based on age?
(9 replies)
Basic question on Prototype LRM
(1 reply)
401(a)(4) Test for SH 401(k)
(6 replies)
HCE lookback comp
(3 replies)
4-tier integration, 3% SH, cross-test
(7 replies)
Gateway/2 Year service question
(11 replies)
Prevailing Wage/Cross-Tested Plan
(1 reply)
Change Normal Retirement Age
(4 replies)
Money Purchase plan - part of DB/DC combo?
(4 replies)
cross testing revisited & Relius
(4 replies)
Cross Testing and the Gateway
(2 replies)
403b plus New Comparability
(8 replies)
Rate Group Test
(9 replies)
When can an EBAR be used?
(21 replies)
3 year testing cycle
(8 replies)
Average Benefit Test and Terminees
(7 replies)
Average Benefits Test
(4 replies)
testing age and SSRA
(0 replies)
Post-Entry Compensation in Nondiscrimination Testing
(7 replies)
How to prevent partnership from DQ'd CODA?
(6 replies)
Gateway must be met if ABT done as benefits?
(3 replies)
Gateway and Individual Groups
(28 replies)
Testing Compensation
(6 replies)
457 combined with New Comparability plan
(5 replies)
ABPT and refunded 401(k) Conts
(6 replies)
Individual Rate Groups and revised testing
(3 replies)
Normalizing Factors (EBAR)
(34 replies)
New Definition of HCEs?
(1 reply)
beginning of the year CB Plan
(2 replies)
Testing Age for Cross Testing
(9 replies)
Roth 401k with New Comp PS
(1 reply)
Cross-Tested Profit Sharing
(11 replies)
Cross-Tested Formulas in Prototype Plans
(2 replies)
ADP & 401(a)(4) testing
(1 reply)
SH 401(k)/Gateway/Otherwise Exlcudable
(8 replies)
Safe Harbor Allocation Forced to Cross-Test
(2 replies)
DB/DC combo plan testing NRA
(6 replies)
gateway
(8 replies)
Top Heavy DB/DC and Minimum Gateway
(3 replies)
Smoothly Increasing Rates
(8 replies)
Gateway Minimum
(18 replies)
New Comparability in Prototype Plans
(1 reply)
Correct application of TAM 9735001
(9 replies)
Cross-Tested Document Issue
(3 replies)
Failing Avg Benefits Test - Return 401(k)?
(21 replies)
Failing test, what do you think of this?
(7 replies)
Combined cross tested plan
(7 replies)
Partner's "Pay"
(6 replies)
25% deductible limit for aggregate testing
(2 replies)
Permissive Aggregation of Beginning of Year Valuation Date DB Plan with 401(k) Plan
(3 replies)
cross-tested plans
(1 reply)
Cross test fails
(11 replies)
Top Heavy
(1 reply)
Cross Testing with Permitted Disparity
(8 replies)
Allocation Groups
(14 replies)
Who is included in Nondiscriminatory Classification test?
(1 reply)
2 plans w different entry dates
(2 replies)
Statutory exclusions for X-testing
(1 reply)
401(a)(4) testing
(1 reply)
eligibility issues
(2 replies)
Average Benefits % Test calculations
(1 reply)
Limited Liability Company - Each participant in own group
(1 reply)
Amend groups after EE retires
(1 reply)
403(b) with cross-tested PS
(1 reply)
Include Roth Contributions in Average Benefits Percentage Test?
(3 replies)
Prevailing wage cross-tested plan. What's in the rate group test?
(7 replies)
is there a minimum compensation
(1 reply)
Controlled Group w/ X-testing issues
(3 replies)
Comparability Plan Formula
(3 replies)
Minimum gateway
(4 replies)
cross testing & maxing out
(4 replies)
401(k) Deferral Refund & ABT
(3 replies)
401(a)(26) NC and CB
(1 reply)
What? Cannot freely exclude highest paid NHCEs? Even if 410(b) and 401(a)(4) pass?
(5 replies)
Cross tested safe harbor etc....
(32 replies)
Mortality Tables
(1 reply)
component plans
(13 replies)
Contribution Not Deductible for Prior Year
(0 replies)
cb/nc/sh crossed tested
(4 replies)
Cross Tested PSP: Adding a subsidiary company
(3 replies)
Weighted Age plus Service allocation
(3 replies)
Can SH w/ NC be TH?
(4 replies)
Amend after the end of the plan year
(2 replies)
amending to new comp in mid year
(2 replies)
Cross-tested groupings of 1 EE
(7 replies)
Classification of Owners and their children
(9 replies)
Testing age question
(1 reply)
Can This Crazy Design Work?
(5 replies)
New Comp plan w/ Roth 401k feature
(1 reply)
Can an 11g amendment add in a controlled group?
(9 replies)
cross-testing 401(k)/CBP: different vesting schedules?
(4 replies)
2 plans aggregated for coverage, how about 401(a)(4)
(6 replies)
Limitation on HCE rate groups
(5 replies)
TH? SH 401(k) + NC + CB
(2 replies)
New Comp Contribution - Excess Deferral
(4 replies)
Matching contributions used toward top heavy minimum
(1 reply)
Cross Testing with SHNEC and TH minimum
(2 replies)
Normal Retirement Age and Testing Age
(12 replies)
ESOP's and Gateway
(3 replies)
New Comp Nondiscrimination Testing
(1 reply)
Testing Age (See the same post in the DB Forum)
(0 replies)
New Comp Employee Groups - How to define
(1 reply)
Interest Rate used for a New Comp Plan
(1 reply)
New Comp / Safe Harbor 401(k)
(2 replies)
New Comparibility Calculation
(4 replies)
Related employers - 1 failing coverage
(2 replies)
Gateway ?
(12 replies)
allocation classes tied to allocation rates
(2 replies)
Insurance in a DB/DC cross tested arrangement
(9 replies)
top 20% and cross testing
(1 reply)
New Comp Allocation & ADP refund
(13 replies)
QSLOB question
(0 replies)
Minimum gateway & top heavy age-weighted plan.
(3 replies)
Gateway in a PS/401(k) Plan
(4 replies)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please
click here
.
Invision Power Board © 2001-2009
Invision Power Services, Inc.