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Cross-Tested Plans
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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)
New Comp Group Title issue
(5 replies)
cross tested plan
(3 replies)
Request for Proposal
(0 replies)
Gateway minimum & excluded class of employees
(8 replies)
Top-paid group
(1 reply)
Otherwise Excludable Employees
(4 replies)
Target Benefit Question
(2 replies)
Min Gateway as safety net for End of Yr requirement?
(7 replies)
rate groups
(2 replies)
minimum gateway for safe harbor and terminated participant
(2 replies)
Allowing owners (by family attribution) to opt out of participation
(2 replies)
elective deferrals
(6 replies)
401(a)(4) Testing Group
(4 replies)
Which mortality table to use?
(7 replies)
Smoothly Increasing Allocation Rates & 410(b)
(2 replies)
Cross - tested contribution
(6 replies)
List of required modifications
(1 reply)
New Comparability Allocation Groups
(13 replies)
Moved to another message board:
SARSEP & SIMPLE IRA
(-- replies)
Gateway and 2 plans
(1 reply)
Eligibility Amendment
(9 replies)
SELF EMPLOYED ISSUE
(19 replies)
Allocation Rates
(7 replies)
Employee Groups
(9 replies)
Padilla Memo
(1 reply)
Affiliated Service Group/Whose an HCE Question
(3 replies)
Cross Tested allocation
(7 replies)
New Comp and Aggregation
(3 replies)
New Comparability and DB Plan
(0 replies)
Using benefits from Union Plan to help pass 401(a)(4) and other testing
(9 replies)
Can 401(k) SHNEC be included in age or service schedule?
(5 replies)
Must Plans Be Aggregated For Gateway Testing
(13 replies)
Defined Benefit Replacement Allocations
(4 replies)
Cross-Tested Plan Testing
(6 replies)
New Comp Groups /age
(7 replies)
Cross-Testing
(19 replies)
New Comp
(1 reply)
Gateway
(8 replies)
misc info
(0 replies)
Limit compensation?
(2 replies)
Crosstesting - passing ratio
(1 reply)
TH Cross-Tested Plan w/ 401(k)
(5 replies)
Two Plans and General testing
(2 replies)
Minimum allocation rate for age-based schedule
(14 replies)
Top Heavy Plan
(1 reply)
Accrued to Date (Old MP Money)
(1 reply)
Termed Participants on Relius
(2 replies)
Cross Tested PS Plan with 401(k) deferrals
(3 replies)
Smoothly Increasing - regular intervals
(1 reply)
Gateway Exception
(5 replies)
Can EBARs be calculated based on participant pay in top heavy year?
(11 replies)
Preparation of 1099 for "current economic benefit" of life insurance coverage
(9 replies)
Deemed CODA
(4 replies)
Discrimination testing for 3% SHNECs
(6 replies)
Cross Testing with Deferrals
(9 replies)
How long has cross testing been available?
(9 replies)
Allocation to one group only-cross tested
(2 replies)
Cross Testing without Profit Sharing
(6 replies)
SARSEP and Profit Sharing
(0 replies)
Testing a BRF
(0 replies)
Excluding Son of HCE vs. 0% allocation
(3 replies)
Cross testing w/w/o QNEC
(3 replies)
Cross-tested with a match
(15 replies)
NRDs are different
(2 replies)
Improper Classifications?
(16 replies)
Terminated participants
(2 replies)
Cross Tested with no HCE's?
(6 replies)
Short Plan Year
(1 reply)
Reasonable classification and compensation bands
(5 replies)
SHMAC & gateway minimum
(4 replies)
What does "old comparability" mean?
(7 replies)
New Cross Tested Plan - Partial Year
(10 replies)
Excluded employee
(3 replies)
More than gateway? How?
(17 replies)
Cross-Tested plan with only HCE employeea
(3 replies)
Need Cite Please
(6 replies)
3% Safe Harbor 401k with X-tested PS
(6 replies)
Birth dates to define allocation groups
(2 replies)
Safe-Harbor-Cross Test w/imputed disparity
(3 replies)
Traditional Allocation
(6 replies)
Change to Cross-Tested Midyear?
(14 replies)
Ratio % vs average benefits
(1 reply)
Interst Rate Assumption
(8 replies)
IRS challenges "every participant is own allocation group" under audit
(5 replies)
Top Heavy Minimum
(3 replies)
Using social security normal retirement age
(2 replies)
Testing age for DB DC combo?
(2 replies)
Rate group question
(2 replies)
It looks too good!
(10 replies)
Avoiding gateway in DB/DC combo
(1 reply)
3 rate groups...
(8 replies)
Cross-tested PS Plan with safe-harbor 401(k)
(6 replies)
Excluding HCEs
(16 replies)
Allocations to Groups
(6 replies)
Owner's young child
(8 replies)
ABT and term w/ <500 hrs
(5 replies)
Gateway Testing and Prevailing Wage Contributions
(5 replies)
Top Heavy Minimum and Comp Only While Participant
(12 replies)
changing a group in new comp plan
(1 reply)
self-employed calc for an age-weighted plan
(2 replies)
x-tested plan: integrated
(11 replies)
can gateway contributions to PSP be offset by sep contribution
(1 reply)
Age-weighted 401(k) with 3% nonelective safe-harbor
(4 replies)
Cross Testing & IRC 404(a)(7)(A)
(4 replies)
Easy question for some
(21 replies)
Cross Testing Homework or Tutorial
(19 replies)
Calculating Grouped EBARs
(2 replies)
Top heavy plan & minimum gateway requirement
(1 reply)
Safe Harbor 401(k)/Cross-tested PS
(11 replies)
New Comparability Provisions
(14 replies)
Different eligibility requirements for different sources
(1 reply)
ABT with 2 year wait
(3 replies)
ABT - NHCE concentration %
(9 replies)
Gateway COntribution COnfusion
(9 replies)
Multiple Eligibilty Conditions/Entry Dates - Who's Excludable?
(4 replies)
Partnership Compensation
(4 replies)
QDRO included in Accrued to Date Account Balance
(3 replies)
Testing a 401(k) w/ new comparability PS plan
(5 replies)
Easy to understand example of cross testing calculations
(14 replies)
AB%T and Short Plan Years
(11 replies)
New Comparability Plans
(4 replies)
QNEC's and the Gateway...
(18 replies)
Full Year Comp & Average Benefit Percentage Test
(7 replies)
Substantiation under Rev Proc 93-42
(3 replies)
Min. Gateway
(4 replies)
Restructuring and PS/401(k) combined plan
(2 replies)
Safe Harbor plans and top heavy
(2 replies)
Testing a 401(a) DB plan in aggregation with a 403(b) plan
(7 replies)
Catch-up Contributions
(13 replies)
Each Prt Allocation Groups-Safe Harbor ?
(14 replies)
Definately determinable benefits
(3 replies)
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