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  1. Cross-Testing and the ABT test (5 replies)
  2. Top Heavy minimum (1 reply)
  3. Cross-Tested Safe harbor 401(k) with 2 year profit sharing wait (9 replies)
  4. Average number of allocation groups or classes? (13 replies)
  5. Corrective Contributions (14 replies)
  6. Treatment of ESOP (0 replies)
  7. 401(k) Safe Harbor Contributions (1 reply)
  8. Cross-testing DC Plans - EBARs (2 replies)
  9. Top Heavey 401(k) New Comparability Concerns (10 replies)
  10. Must Plan Document contain a Safe Harbor allocation formula in order t (9 replies)
  11. Conversion of MP Plan to Cross-Tested PS Plan (1 reply)
  12. Does death of participant affect ability to cross test? (5 replies)
  13. Are 401k catchup amts considered in c-t calcs? (1 reply)
  14. Which Employees are "nonexcludable" for 401(a)(4) testing? (13 replies)
  15. Minimum Gateway Contribution (1 reply)
  16. Top Heavy & the Cross-test (1 reply)
  17. K refunds-how to handle for ABPT? (2 replies)
  18. What contributions do you include for Cross-tested Gateway? (3 replies)
  19. 401(a)(4) (2 replies)
  20. "Age Neutral" Plans (1 reply)
  21. rounding rules? (5 replies)
  22. Separately testing otherwise excludables (0 replies)
  23. Class of One Participant Allowed? (6 replies)
  24. Huge 401 deferral makes Avg Ben Pct Test blow up? (12 replies)
  25. Accrued to Date Method (4 replies)
  26. Short Plan Year (0 replies)
  27. Testing option consistency for (k)/cross tested PS plan (5 replies)
  28. Union plan and New Comparability (1 reply)
  29. (a)(4) testing (2 replies)
  30. Testing comp (4 replies)
  31. Gateway Compensation & Inclusion (2 replies)
  32. Corrective Amendment (1 reply)
  33. Testing dates for 410(b)Controlled Group of Corporation (3 replies)
  34. Administrative procedural suggestions for discretionary class plans (7 replies)
  35. 410(b) Failure (2 replies)
  36. "LEO" Plan?? (2 replies)
  37. crosstesting tables (3 replies)
  38. Testing comp for Top Heavy plan (5 replies)
  39. Component plan testing (15 replies)
  40. Why include 401(k) & match in cross testing? (19 replies)
  41. Shareholder daughter allocation in cross tested formula (5 replies)
  42. Post NRA testing age (7 replies)
  43. Accrued to date testing method (3 replies)
  44. submitting cross-tested plans (0 replies)
  45. combined 401(k)/cross tested (8 replies)
  46. New Comp Plan-deduction Issue (1 reply)
  47. Corrective contribution included in test? (0 replies)
  48. "Super-integrated" plans - looking for an example formula (14 replies)
  49. Inclusion of excludable employee? (6 replies)
  50. Testing Comp (2 replies)
  51. Contribution exceeding base formula (1 reply)
  52. 5% Gateway for disaggregated group? (3 replies)
  53. Is this contribution definitely determinable? (4 replies)
  54. Defining Rate Groups (11 replies)
  55. Age weighted vs New Comparability(before 01/01/02 (5 replies)
  56. cross tested plan for 2002 (1 reply)
  57. Brochures (1 reply)
  58. Amendment of Allocation Basis-Protected Benefit (2 replies)
  59. Cross tested plan with safe harbor non-elective contributions (1 reply)
  60. Safe Harbor vs. Midpoint (4 replies)
  61. Cross-Testing Satisfied As of What Date in Plan Year? (1 reply)
  62. Safe Harbor Match in cross tested retirement plan (9 replies)
  63. Possible to have no HCEs? (6 replies)
  64. "Definitely Determinable" Requirement and Allocation Formula (5 replies)
  65. cross-testing, egtrra 25% ps limit, penalty for not having surety bond (4 replies)
  66. Age Neutral Plans (1 reply)
  67. Imputing Permitted Disparity In a Safe Harbor 401(k) Plan With A Tiere (8 replies)
  68. Defined Benefit and Simple (4 replies)
  69. Any primers on Cross-tested designs? (12 replies)
  70. CrossTested DC w/ a DB plan (25 replies)
  71. 412i Plan cross tested with a PS Plan (6 replies)
  72. 5% Gateway With Multiple Eligibility Provisions (0 replies)
  73. Cross-testing the 401k Plan (4 replies)
  74. Document issues-gateway rules-how to handle? (0 replies)
  75. Form 5300; Schedule Q (0 replies)
  76. What year for annual additions? (4 replies)
  77. DB/DC Aggregate Testing (1 reply)
  78. Cross-Tested Plan with no highly compensated employees (5 replies)
  79. Carved Out Cross Testing (3 replies)
  80. Can contribution also be used to satisfy 401(k) safe harbor rules? (6 replies)
  81. Rounding of NHCE Concentration Percentage (1 reply)
  82. Methodology in Calculating Age (1 reply)
  83. Target Benefit Funding Amount? (8 replies)
  84. Waiver of Participation (7 replies)
  85. inclusion of owner's 12 year old son (7 replies)
  86. permissable correction method? (1 reply)
  87. Smooth Method in Creating Rate Groups (4 replies)
  88. Limitation Years After 12/31/01 (2 replies)
  89. Rate Group Testing (3 replies)
  90. Waiver of participation issues (4 replies)
  91. Testing a 401(k) plan with multiple eligibility requirements (4 replies)
  92. Software Needed for Cross-tested Plan calculations (0 replies)
  93. Proposed repeal of 25% 415 Limit - Impact on Age-Based Plans (3 replies)
  94. What do you do with a new client that had a new comparability prototyp (3 replies)
  95. Another hypothetical design under the proposed Regs (0 replies)
  96. Guesses or insight into timing of final regulations? (2 replies)
  97. In a new comparability plan, is it improper to define the classes by s (5 replies)
  98. Carving out "otherwise excluable" in General Test. (6 replies)
  99. 401(k) plans and cross-tested plans (1 reply)
  100. Spouse of owner with over 1000 hrs and no compensation (10 replies)
  101. 3% Nonelective Safe Harbor & Nondiscrim (5 replies)
  102. Any problems with this new comparability money purchase plan, 401(k) p (0 replies)
  103. Cross tested 403(b)? Are the rules the same? (2 replies)
  104. Aggregation with 403(b) plan (2 replies)
  105. Partnership with fiscal year 4/30 sponsors a calendar year 401(k) (0 replies)
  106. Coordination of Excess Contributions (1 reply)
  107. "Elective" disaggregation and impact on 401(a)(4) testing. (4 replies)
  108. 401(k) plan offered by payroll service combined with existing cross-te (2 replies)
  109. Is SPD amendment required to notify Participants of cross tested alloc (1 reply)
  110. Cross testing DC plan for sponsor with DB plan (3 replies)
  111. Can multiple group avoid the attribution problem? (11 replies)
  112. Potential age discrimination in cross-tested plan? (13 replies)
  113. Corrective amendment to plan that failed 401(a)(4) (8 replies)
  114. Plan design gateway document issue; how to adjust a plan that would sa (12 replies)
  115. DEFINING GROUPS IN A NEW COMP PLAN- (2 replies)
  116. Are deferrals in the (k) portion of a plan included in non-discriminat (3 replies)
  117. Imputing permitted disparity in a safe harbor 401(k) plan. (2 replies)
  118. Would like opinions on this interesting situation. (6 replies)
  119. 414(s) compensation in determining EBARs (1 reply)
  120. Cross tested 401k with leased employees (1 reply)
  121. Last Day Entry Date/Compensation for testing purposes (1 reply)
  122. Tiered allocation for partnership of professional corporations (0 replies)
  123. What problems arise when using calendar year compensation for non-cale (2 replies)
  124. Is it possible to have too many classes of employees in a cross-tested (3 replies)
  125. reasonable classifications (1 reply)
  126. How would the 3/1 "gateway" apply to a super-integrated plan (5 replies)
  127. Top heavy contribution for terminees brought in to pass coverage test (6 replies)
  128. new comparability regs have been released (5 replies)
  129. Repeal of cross tested plans? (8 replies)
  130. Old Cross teted Question (6 replies)
  131. Plan Loan to Participant who later becomes >5% Sub-S Shareholder: I (1 reply)
  132. Use of the modified average benefit test in applying 401(a) non discri (2 replies)
  133. Reference books for cross-tested plans (3 replies)
  134. Anyone Drafted a Cross-Tested MPPP? (6 replies)
  135. Tiered profit sharing allocation? (2 replies)
  136. Allocations and Testing Methods for post NRA participants (4 replies)
  137. Super Integrated Plan for a 501(c)(3) organization? (3 replies)
  138. Need tips on how to break down nonelective contributions to do compone (3 replies)
  139. Non deferring participants as an allocation class? (6 replies)
  140. Compensation limit for plan year ending 3/31/2000. (1 reply)
  141. Any more news from Washington On New Comp Plans? (0 replies)
  142. 401(a)(4)testing of safe harbor non-elective component (5 replies)
  143. Form 5310 Question When Terminating a Cross-Tested Plan (1 reply)
  144. IRA Beneficiary Designation Question (0 replies)
  145. ASPA update on cross-tested plans (4 replies)
  146. Merging CT MP & P/S (4 replies)
  147. Agg Plans for 410(b)- Is Gen Test Req? (4 replies)
  148. ERISA Notice Dated 5/15/99 (2 replies)
  149. What about aggregating plans as a way to circumvent IRS' proposed Regs (2 replies)
  150. Forfeiture reallocation (2 replies)
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