Cross-Tested Plans

1,238 topics in this forum

1. Quest on New Comp allocation to a HCE

   By Guest jc1457, March 30, 2009
   • 4 replies
   • 1.5k views
   • 
   • QDROphile
   • March 30, 2009

2. Allocation Basis and Gateway

   By Earl, March 13, 2009
   • 2 replies
   • 1.6k views
   • 
   • Earl
   • March 14, 2009

3. Minimum Gateway Question

   By Guest notapensiongeek, March 11, 2009
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • March 12, 2009

4. Gateway With dual Eligibility

   By Nate X, March 9, 2009
   • 8 replies
   • 2.9k views
   • 
   • Mike Preston
   • March 10, 2009

5. Component Plans

   By John Feldt ERPA CPC QPA, April 21, 2008
   • 6 replies
   • 2.2k views
   • 
   • Earl
   • February 28, 2009

6. Minimum Allocation Gateway + 3% SH NEC

   By Cynchbeast, February 25, 2009
   • 2 replies
   • 1.8k views
   • 
   • Tom Poje
   • February 25, 2009

7. Can an 11g amendment add ineligibles?

   By Dougsbpc, February 18, 2009
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • February 18, 2009

8. 3%-of-pay SH NEC as gateway for 9% for HCEs?

   By J Simmons, February 13, 2009
   • 2 replies
   • 1.3k views
   • 
   • J Simmons
   • February 13, 2009

9. Cross Tested ABR

   By perkinsran, February 11, 2009
   • 9 replies
   • 2.3k views
   • 
   • perkinsran
   • February 13, 2009

10. Changing Mortality Table from year to year

    By KSBRPEN, January 23, 2009
    • 8 replies
    • 2.2k views
    • 
    • J Simmons
    • January 26, 2009

11. 2 groups / corrective amendment for NHCE only?

    By TPAnnie, January 20, 2009
    • 3 replies
    • 1.5k views
    • 
    • TPAnnie
    • January 21, 2009

12. Mortality tables for cross tested plans

    By Guest Peggy806, January 9, 2009
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 15, 2009

13. Can allocation group be based on age?

    By jkharvey, March 11, 2008
    • 9 replies
    • 2.4k views
    • 
    • ak2ary
    • January 7, 2009

14. Basic question on Prototype LRM

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 22, 2008

15. 401(a)(4) Test for SH 401(k)

    By Dougsbpc, October 3, 2008
    • 6 replies
    • 3.6k views
    • 
    • Tom Poje
    • December 22, 2008

16. HCE lookback comp

    By dmb, December 17, 2008
    • 3 replies
    • 3k views
    • 
    • JanetM
    • December 18, 2008

17. 4-tier integration, 3% SH, cross-test

    By chc93, December 9, 2008
    • 7 replies
    • 2.4k views
    • 
    • chc93
    • December 10, 2008

18. Gateway/2 Year service question

    By AndyH, December 8, 2008
    • 11 replies
    • 2.5k views
    • 
    • BG5150
    • December 9, 2008

19. Prevailing Wage/Cross-Tested Plan

    By Laura Harrington, November 25, 2008
    • 1 reply
    • 2k views
    • 
    • 12AX7
    • December 9, 2008

20. Change Normal Retirement Age

    By 12AX7, December 8, 2008
    • 4 replies
    • 1.6k views
    • 
    • 12AX7
    • December 8, 2008

21. Money Purchase plan - part of DB/DC combo?

    By John Feldt ERPA CPC QPA, December 5, 2008
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • December 5, 2008

22. cross testing revisited & Relius

    By pmacduff, October 16, 2008
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 18, 2008

23. Cross Testing and the Gateway

    By buckaroo, November 4, 2008
    • 2 replies
    • 2.9k views
    • 
    • BG5150
    • November 13, 2008

24. 403b plus New Comparability

    By zimbo, May 15, 2008
    • 8 replies
    • 5.5k views
    • 
    • Tom Poje
    • October 27, 2008

25. Rate Group Test

    By Chippy, September 2, 2008
    • 9 replies
    • 6.7k views
    • 
    • Tom Poje
    • October 9, 2008

26. When can an EBAR be used?

    By Guest fender5150, September 30, 2008
    • 21 replies
    • 4.8k views
    • 
    • Tom Poje
    • October 8, 2008

27. 3 year testing cycle

    By Guest padmin, September 22, 2008
    • 8 replies
    • 10.3k views
    • 
    • mwyatt
    • September 30, 2008

28. Average Benefit Test and Terminees

    By zimbo, September 10, 2008
    • 7 replies
    • 3.3k views
    • 
    • zimbo
    • September 10, 2008

29. Average Benefits Test

    By Guest DCquestioner, August 15, 2008
    • 4 replies
    • 3k views
    • 
    • AndyH
    • September 3, 2008

30. testing age and SSRA

    By Tom Poje, August 8, 2008
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 8, 2008

31. Post-Entry Compensation in Nondiscrimination Testing

    By Laura Harrington, July 17, 2008
    • 7 replies
    • 2.9k views
    • 
    • Earl
    • July 31, 2008

32. Gateway must be met if ABT done as benefits?

    By Guest dietpepsi, July 16, 2008
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 17, 2008

33. Gateway and Individual Groups

    By Guest RMPension, June 9, 2008
    • 28 replies
    • 6.8k views
    • 
    • ak2ary
    • June 30, 2008

34. Testing Compensation

    By blue, June 20, 2008
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • June 25, 2008

35. 457 combined with New Comparability plan

    By dmb, June 20, 2008
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • June 25, 2008

36. ABPT and refunded 401(k) Conts

    By buckaroo, June 16, 2008
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • June 19, 2008

37. Individual Rate Groups and revised testing

    By buckaroo, June 9, 2008
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2008

38. Normalizing Factors (EBAR)

    By Below Ground, April 7, 2008
    • 34 replies
    • 13.3k views
    • 
    • Below Ground
    • June 10, 2008

39. New Definition of HCEs?

    By Guest Grumpy456, June 6, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • June 9, 2008

40. beginning of the year CB Plan

    By abanky, May 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • abanky
    • May 30, 2008

41. Testing Age for Cross Testing

    By buckaroo, May 21, 2008
    • 9 replies
    • 4.3k views
    • 
    • Mike Preston
    • May 29, 2008

42. Roth 401k with New Comp PS

    By dmb, May 27, 2008
    • 1 reply
    • 2k views
    • 
    • WDIK
    • May 27, 2008

43. Cross-Tested Profit Sharing

    By John Feldt ERPA CPC QPA, May 19, 2008
    • 11 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 27, 2008

44. Cross-Tested Formulas in Prototype Plans

    By Laura Harrington, May 23, 2008
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • May 27, 2008

45. ADP & 401(a)(4) testing

    By Guest Troy S., May 23, 2008
    • 1 reply
    • 2k views
    • 
    • Laura Harrington
    • May 23, 2008

46. SH 401(k)/Gateway/Otherwise Exlcudable

    By Rob P, May 9, 2008
    • 8 replies
    • 3.8k views
    • 
    • Rob P
    • May 16, 2008

47. Safe Harbor Allocation Forced to Cross-Test

    By Dougsbpc, May 16, 2008
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 16, 2008

48. DB/DC combo plan testing NRA

    By Tom Poje, May 14, 2008
    • 6 replies
    • 2.8k views
    • 
    • Tom Poje
    • May 14, 2008

49. gateway

    By Belgarath, May 6, 2008
    • 8 replies
    • 2.3k views
    • 
    • Belgarath
    • May 7, 2008

50. Top Heavy DB/DC and Minimum Gateway

    By Dougsbpc, May 2, 2008
    • 3 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2008