Cross-Tested Plans

1,233 topics in this forum

1. "Age Neutral" Plans

   By mwyatt, March 5, 2002
   • 1 reply
   • 1.9k views
   • 
   • AndyH
   • March 6, 2002

2. "Cross-testing" in a prototype to satisfy 401(a)(4)

   By Guest YATPA, February 18, 2003
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • February 19, 2003

3. "Definitely Determinable" Requirement and Allocation Formula

   By Christine Roberts, November 8, 2001
   • 5 replies
   • 4.2k views
   • 
   • AndyH
   • November 8, 2001

4. "Elective" disaggregation and impact on 401(a)(4) testing.

   By AndyH, December 28, 2000
   • 4 replies
   • 3.6k views
   • 
   • AndyH
   • January 24, 2001

5. "Gateway"

   By Guest gkaley, January 8, 2003
   • 5 replies
   • 1.7k views
   • 
   • Tom Poje
   • January 8, 2003

6. "LEO" Plan??

   By Guest CJK, January 28, 2002
   • 2 replies
   • 3k views
   • 
   • Guest
   • February 4, 2002

7. "manage" census with young part-timers?

   By Guest rickw, December 30, 2002
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • December 30, 2002

8. "Owners" in own group. What about son?

   By BG5150, March 2, 2016
   • 3 replies
   • 841 views
   • 
   • Doghouse
   • March 2, 2016

9. "Rate Banding"

   By BG5150, October 17, 2013
   • 4 replies
   • 4.8k views
   • 
   • John Feldt ERPA CPC QPA
   • October 18, 2013

10. "Super-integrated" plans - looking for an example formula

    By Guest Elizabeth Gaskins, January 7, 2002
    • 14 replies
    • 3.6k views
    • 
    • Tom Poje
    • January 14, 2002

11. (a)(4) testing

    By Blinky the 3-eyed Fish, February 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • February 15, 2002

12. (a)(4) testing of excluded employee

    By KCA, December 18, 2014
    • 8 replies
    • 3.8k views
    • 
    • KCA
    • December 19, 2014

13. $0.00 Allocations?

    By Logan401, February 25, 2022
    • 8 replies
    • 1.2k views
    • 
    • acm_acm
    • March 1, 2022

14. 0% Allocation group

    By Alonzo, December 29, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 1998

15. 1.401(a)(4)-8(b)(2)(ii)(B) Normalization to Determine Equivalent Accru

    By Guest crosseyedtester, February 22, 2002
    • 11 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 11, 2003

16. 11-g amendment

    By Dougsbpc, July 1, 2014   

    • Any order involved?
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 1, 2014

17. 11-g Amendment

    By Dougsbpc, June 4, 2013
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 5, 2013

18. 11(g)

    By Guest Dumb & Dumber, August 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • August 22, 2012

19. 11(g) amendment for standardized prototype

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

20. 11(g) Amendments

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

21. 11g Amendment

    By PensionPro, May 25, 2012
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • May 29, 2012

22. 11g Amendment and Eligibility

    By Dougsbpc, June 24, 2015
    • 3 replies
    • 2.7k views
    • 
    • Dougsbpc
    • June 25, 2015

23. 18 Month Eligibility

    By MBCarey, February 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 17, 2004

24. 1971 Individual Annuity Mortality Table

    By Logan401, December 24, 2012
    • 13 replies
    • 5.3k views
    • 
    • Logan401
    • February 15, 2013

25. 2 allocation schedules

    By dmb, May 14, 2013
    • 2 replies
    • 1.5k views
    • 
    • dmb
    • May 15, 2013

26. 2 groups / corrective amendment for NHCE only?

    By TPAnnie, January 20, 2009
    • 3 replies
    • 1.3k views
    • 
    • TPAnnie
    • January 21, 2009

27. 2 Participant Plan

    By Logan401, April 5, 2013
    • 8 replies
    • 1.8k views
    • 
    • chc93
    • April 5, 2013

28. 2 plans aggregated for coverage, how about 401(a)(4)

    By John Feldt ERPA CPC QPA, April 6, 2007
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • July 17, 2007

29. 2 Plans Not Paaing 410(b)

    By Dougsbpc, April 12, 2011
    • 4 replies
    • 1.6k views
    • 
    • Dougsbpc
    • April 22, 2011

30. 2 plans w different entry dates

    By SoCalActuary, January 23, 2008
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2008

31. 2 plans with 2-year eligibility

    By Bri, April 18, 2022
    • 3 replies
    • 4.1k views
    • 
    • Mike Preston
    • April 20, 2022

32. 2 Year Eligibility

    By Lori Foresz, December 16, 2003
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 17, 2003

33. 2 year eligibility and dual entry

    By Dennis Povloski, December 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • Laura Harrington
    • January 5, 2010

34. 20% income tax withholding

    By Guest Tamra, November 19, 1998
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • November 25, 1998

35. 2002 Cross Tested Top Heavy Integrated 401(k) Profit Sharing Plan

    By Guest MCarey1, May 29, 2002
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 29, 2002

36. 25% deductible limit for aggregate testing

    By Guest mrsactuary, March 11, 2008
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2008

37. 3 401(k) plans in controlled group of A, B and C: OK to aggregate profit-sharing components of A and B but deferral and match components of B and C?

    By AndyH, September 17, 2003
    • 2 replies
    • 1k views
    • 
    • AndyH
    • September 25, 2003

38. 3 rate groups...

    By K-t-F, June 20, 2005
    • 8 replies
    • 2.2k views
    • 
    • AndyH
    • July 15, 2005

39. 3 year testing cycle

    By Guest padmin, September 22, 2008
    • 8 replies
    • 9.6k views
    • 
    • mwyatt
    • September 30, 2008

40. 3% NESH used for Safe Harbor ACP and part of PS?

    By Guest Newbie-In-Training, June 3, 2010
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • June 3, 2010

41. 3% Nonelective Safe Harbor & Nondiscrim

    By Guest Zee_Moe, March 9, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 9, 2001

42. 3% Safe Harbor 401 K - Cross Testing

    By Guest rdemyan, December 24, 2009
    • 9 replies
    • 3.4k views
    • 
    • Tom Poje
    • January 21, 2010

43. 3% Safe Harbor 401k with X-tested PS

    By dmb, September 16, 2005
    • 6 replies
    • 2.2k views
    • 
    • jquazza
    • September 28, 2005

44. 3% SHNEC for NHCEs and 9% PS for HCEs ok?

    By cheersmate, February 28, 2013
    • 2 replies
    • 1.1k views
    • 
    • cheersmate
    • February 28, 2013

45. 3% to all but HCE

    By Becky Schwing, January 27, 2021
    • 13 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 28, 2021

46. 3%-of-pay SH NEC as gateway for 9% for HCEs?

    By J Simmons, February 13, 2009
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • February 13, 2009

47. 3%SHNEC for NHCES and 9%PS for Owners ok?

    By cheersmate, March 13, 2019   

    • cross-tested
    • 3%shnec
    • (and 1 more)

      Tagged with:

      • cross-tested
      • 3%shnec
      • individual rgs
    • 6 replies
    • 984 views
    • 
    • ERISADC
    • December 9, 2020

48. 4-Tier Integrated PS... Must use 100% TWB?

    By Puffinator, June 20, 2022
    • 10 replies
    • 2.1k views
    • 
    • Gary Lesser
    • November 20, 2022

49. 4-tier integration, 3% SH, cross-test

    By chc93, December 9, 2008
    • 7 replies
    • 2.2k views
    • 
    • chc93
    • December 10, 2008

50. 401(a)(17) Limit for Participant Going from Employee to Partner Mid-Year

    By 401 Chaos, August 26, 2013
    • 9 replies
    • 3.4k views
    • 
    • chc93
    • August 27, 2013