Cross-Tested Plans

1,233 topics in this forum

1. H.R. 4126 1 2

   By Guest kudler, December 1, 2009
   • 61 replies
   • 8.4k views
   • 
   • drakecohen
   • December 16, 2009

2. Who gets a 5% contribution?

   By Jeff Kirtner, July 9, 2001
   • 47 replies
   • 8.1k views
   • 
   • AndyH
   • November 12, 2002

3. 11(g) Amendments

   By Laura Harrington, April 16, 2009
   • 36 replies
   • 7.9k views
   • 
   • Kevin C
   • April 30, 2009

4. Normalizing Factors (EBAR)

   By Below Ground, April 7, 2008
   • 34 replies
   • 12.2k views
   • 
   • Below Ground
   • June 10, 2008

5. How I'm running nondiscrimination testing for doctor's plan; please check me

   By pbarrett, May 19, 2003
   • 32 replies
   • 5.7k views
   • 
   • Tom Poje
   • September 26, 2003

6. Cross tested safe harbor etc....

   By pmacduff, July 10, 2007
   • 32 replies
   • 5.5k views
   • 
   • Tom Poje
   • October 12, 2007

7. Use cross tested formula when document calls for integrated

   By Cheryl S, January 14, 2020
   • 31 replies
   • 3.1k views
   • 
   • Larry Starr
   • January 21, 2020

8. Spread sheet testing

   By Fred Payne, June 18, 2001
   • 31 replies
   • 10.8k views
   • 
   • Ken_BenefitScape
   • December 31, 2023

9. Gateway and Individual Groups

   By Guest RMPension, June 9, 2008
   • 28 replies
   • 6.4k views
   • 
   • ak2ary
   • June 30, 2008

10. Rate group failure - correction options

    By TPApril, August 7, 2019
    • 27 replies
    • 3.1k views
    • 
    • Mike Preston
    • December 24, 2019

11. CPA says Gateway is only required contrib in a cross tested PSP

    By CharlesLeggette, July 22, 2014   

    • crosstesting
    • new comp
    • (and 1 more)

      Tagged with:

      • crosstesting
      • new comp
      • 401(a)(4)
    • 27 replies
    • 10.4k views
    • 
    • Mike Preston
    • August 22, 2014

12. Comment Re: Doggett's Proposal to Kill Cross-Testing

    By Andy the Actuary, May 6, 2010
    • 27 replies
    • 4.7k views
    • 
    • Bird
    • May 12, 2010

13. Normal Retirement Age Just 55

    By austin3515, December 26, 2018
    • 26 replies
    • 2.9k views
    • 
    • AndyH
    • December 27, 2018

14. 11(g) amendment for standardized prototype

    By Doghouse, April 11, 2012
    • 26 replies
    • 6.7k views
    • 
    • Belgarath
    • March 27, 2013

15. minimum gateway for participant only entitled to top heavy?

    By betheeg, March 4, 2003
    • 25 replies
    • 10.1k views
    • 
    • AndyH
    • May 28, 2009

16. CrossTested DC w/ a DB plan

    By dmb, June 28, 2001
    • 25 replies
    • 5.5k views
    • 
    • Tom Poje
    • October 15, 2001

17. First Year DB/DC Combo, DB Counts Prior SVC

    By Guest pension222, June 26, 2003
    • 25 replies
    • 3.2k views
    • 
    • Guest
    • July 2, 2003

18. Not for profit with 401(a) and 403(b)

    By rcline46, March 17, 2010
    • 25 replies
    • 11.9k views
    • 
    • TLGeer
    • April 20, 2010

19. Gateway and Top Heavy

    By Gilmore, December 5, 2002
    • 24 replies
    • 5.6k views
    • 
    • KJohnson
    • January 27, 2003

20. Rate groups and allocations

    By FJR, June 24, 2003
    • 24 replies
    • 5.4k views
    • 
    • AndyH
    • June 29, 2003

21. New CTPS plan in addition to SH401k?

    By TPAnnie, October 5, 2012
    • 23 replies
    • 5.3k views
    • 
    • Kevin C
    • November 12, 2012

22. proposed regs

    By Tom Poje, February 3, 2016
    • 23 replies
    • 2.4k views
    • 
    • jpod
    • February 5, 2016

23. Avg Ben % Test

    By Guest Judy S, May 1, 2003
    • 22 replies
    • 3.4k views
    • 
    • AndyH
    • April 28, 2004

24. No allocation to HCE

    By Logan401, April 3, 2018
    • 21 replies
    • 2.3k views
    • 
    • BG5150
    • April 5, 2018

25. Easy question for some

    By FJR, March 17, 2005
    • 21 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 18, 2005

26. Failing Avg Benefits Test - Return 401(k)?

    By Guest gopher2378, March 4, 2008
    • 21 replies
    • 4.7k views
    • 
    • buckaroo
    • April 1, 2008

27. ASPA Conference

    By pmacduff, October 28, 2004
    • 21 replies
    • 3.3k views
    • 
    • Guest
    • October 30, 2004

28. When can an EBAR be used?

    By Guest fender5150, September 30, 2008
    • 21 replies
    • 4.2k views
    • 
    • Tom Poje
    • October 8, 2008

29. Gateway to otherwise excludable

    By BG5150, January 8, 2019
    • 20 replies
    • 3.2k views
    • 
    • duckthing
    • January 16, 2019

30. Need some help on floor offset arrangement

    By Guest ActuaryWannabe, March 2, 2004
    • 20 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

31. Restructure the Plan

    By Logan401, June 23, 2014
    • 20 replies
    • 2.5k views
    • 
    • Logan401
    • July 3, 2014

32. Why include 401(k) & match in cross testing?

    By Guest SDS, January 15, 2000
    • 19 replies
    • 6.1k views
    • 
    • Tom Poje
    • January 25, 2002

33. Cross Testing Homework or Tutorial

    By Guest nrehme, March 16, 2005
    • 19 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 18, 2005

34. SELF EMPLOYED ISSUE

    By Guest Big Al, July 26, 2006
    • 19 replies
    • 5.4k views
    • 
    • Guest
    • September 2, 2006

35. QNEC's and the Gateway...

    By TBob, February 11, 2004
    • 19 replies
    • 8.1k views
    • 
    • buckaroo
    • December 9, 2015

36. Terminated employees with no vesting

    By Will.I.Am, May 11, 2022
    • 19 replies
    • 2.3k views
    • 
    • Belgarath
    • May 19, 2022

37. FORFEITURE ALLOCATION BY RATE GROUP

    By Guest DIB, April 30, 2003
    • 19 replies
    • 3.2k views
    • 
    • Mike Preston
    • May 5, 2003

38. Cross-Testing

    By Guest Golden401k, March 29, 2006
    • 19 replies
    • 5.3k views
    • 
    • Mike Preston
    • March 31, 2006

39. Documents for New Comparability Plans

    By Lynn Campbell, September 10, 1998
    • 19 replies
    • 3.2k views
    • 
    • richard
    • January 25, 1999

40. How to prevent partnership from DQ'd CODA?

    By J Simmons, July 12, 2008
    • 18 replies
    • 4.4k views
    • 
    • 12AX7
    • February 16, 2010

41. 8 people, 8 separate groups

    By Belgarath, September 21, 2004
    • 18 replies
    • 2.7k views
    • 
    • SoCalActuary
    • September 29, 2004

42. Employment Status as a Reasonable Classification

    By Guest merlin, March 10, 2004
    • 18 replies
    • 2.6k views
    • 
    • Mike Preston
    • March 15, 2004

43. CROSS-TESTED DESIGN A CODA?

    By KJohnson, May 15, 2003
    • 18 replies
    • 4.1k views
    • 
    • KJohnson
    • May 21, 2003

44. New Comp - Top Heavy

    By pmacduff, October 31, 2002
    • 18 replies
    • 3k views
    • 
    • Guest
    • November 11, 2002

45. Regular Intervals and Smooth Increases

    By perkinsran, February 29, 2004
    • 18 replies
    • 3.7k views
    • 
    • AndyH
    • March 8, 2004

46. Using integrated formula on cross-tested plan

    By Lorraine Steinberg, January 23, 2020
    • 18 replies
    • 2.9k views
    • 
    • Bird
    • January 29, 2020

47. Gateway Minimum

    By commishvp, January 7, 2008
    • 18 replies
    • 7.8k views
    • 
    • AndyH
    • April 25, 2008

48. Small 401k that may allow 100% HCE deferral

    By Guest rickw, January 8, 2003
    • 18 replies
    • 1.8k views
    • 
    • AndyH
    • February 4, 2003

49. Eligibility for Cross Tested 401(k) Profit Sharing Plan

    By Guest KDaugherty, March 17, 2003
    • 18 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

50. Cross-tested 401k plan uses QNECs to pass the ADP test. Are the QNECs

    By Guest greggi39, February 7, 2003
    • 18 replies
    • 6.8k views
    • 
    • Guest
    • September 11, 2003