Cross-Tested Plans

1,233 topics in this forum

1. Minimum Allocation Gateway + 3% SH NEC

   By Cynchbeast, February 25, 2009
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • February 25, 2009

2. Can an 11g amendment add ineligibles?

   By Dougsbpc, February 18, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • February 18, 2009

3. 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

4. Cross Tested ABR

   By perkinsran, February 11, 2009
   • 9 replies
   • 2k views
   • 
   • perkinsran
   • February 13, 2009

5. Changing Mortality Table from year to year

   By KSBRPEN, January 23, 2009
   • 8 replies
   • 2k views
   • 
   • J Simmons
   • January 26, 2009

6. 2 groups / corrective amendment for NHCE only?

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

7. Mortality tables for cross tested plans

   By Guest Peggy806, January 9, 2009
   • 3 replies
   • 2k views
   • 
   • Tom Poje
   • January 15, 2009

8. Can allocation group be based on age?

   By jkharvey, March 11, 2008
   • 9 replies
   • 2.1k views
   • 
   • ak2ary
   • January 7, 2009

9. Basic question on Prototype LRM

   By Guest Statler, December 22, 2008
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • December 22, 2008

10. 401(a)(4) Test for SH 401(k)

    By Dougsbpc, October 3, 2008
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • December 22, 2008

11. HCE lookback comp

    By dmb, December 17, 2008
    • 3 replies
    • 2.8k views
    • 
    • JanetM
    • December 18, 2008

12. 4-tier integration, 3% SH, cross-test

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

13. Gateway/2 Year service question

    By AndyH, December 8, 2008
    • 11 replies
    • 2.1k views
    • 
    • BG5150
    • December 9, 2008

14. Prevailing Wage/Cross-Tested Plan

    By Laura Harrington, November 25, 2008
    • 1 reply
    • 1.8k views
    • 
    • 12AX7
    • December 9, 2008

15. Change Normal Retirement Age

    By 12AX7, December 8, 2008
    • 4 replies
    • 1.4k views
    • 
    • 12AX7
    • December 8, 2008

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

    By John Feldt ERPA CPC QPA, December 5, 2008
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • December 5, 2008

17. cross testing revisited & Relius

    By pmacduff, October 16, 2008
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 18, 2008

18. Cross Testing and the Gateway

    By buckaroo, November 4, 2008
    • 2 replies
    • 2.8k views
    • 
    • BG5150
    • November 13, 2008

19. 403b plus New Comparability

    By zimbo, May 15, 2008
    • 8 replies
    • 5k views
    • 
    • Tom Poje
    • October 27, 2008

20. Rate Group Test

    By Chippy, September 2, 2008
    • 9 replies
    • 6.3k views
    • 
    • Tom Poje
    • October 9, 2008

21. When can an EBAR be used?

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

22. 3 year testing cycle

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

23. Average Benefit Test and Terminees

    By zimbo, September 10, 2008
    • 7 replies
    • 2.9k views
    • 
    • zimbo
    • September 10, 2008

24. Average Benefits Test

    By Guest DCquestioner, August 15, 2008
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • September 3, 2008

25. testing age and SSRA

    By Tom Poje, August 8, 2008
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 8, 2008

26. Post-Entry Compensation in Nondiscrimination Testing

    By Laura Harrington, July 17, 2008
    • 7 replies
    • 2.6k views
    • 
    • Earl
    • July 31, 2008

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

    By Guest dietpepsi, July 16, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 17, 2008

28. Gateway and Individual Groups

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

29. Testing Compensation

    By blue, June 20, 2008
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2008

30. 457 combined with New Comparability plan

    By dmb, June 20, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • June 25, 2008

31. ABPT and refunded 401(k) Conts

    By buckaroo, June 16, 2008
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • June 19, 2008

32. Individual Rate Groups and revised testing

    By buckaroo, June 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2008

33. Normalizing Factors (EBAR)

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

34. New Definition of HCEs?

    By Guest Grumpy456, June 6, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 9, 2008

35. beginning of the year CB Plan

    By abanky, May 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • abanky
    • May 30, 2008

36. Testing Age for Cross Testing

    By buckaroo, May 21, 2008
    • 9 replies
    • 4k views
    • 
    • Mike Preston
    • May 29, 2008

37. Roth 401k with New Comp PS

    By dmb, May 27, 2008
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • May 27, 2008

38. Cross-Tested Profit Sharing

    By John Feldt ERPA CPC QPA, May 19, 2008
    • 11 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 27, 2008

39. Cross-Tested Formulas in Prototype Plans

    By Laura Harrington, May 23, 2008
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 27, 2008

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

    By Guest Troy S., May 23, 2008
    • 1 reply
    • 1.9k views
    • 
    • Laura Harrington
    • May 23, 2008

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

    By Rob P, May 9, 2008
    • 8 replies
    • 3.4k views
    • 
    • Rob P
    • May 16, 2008

42. Safe Harbor Allocation Forced to Cross-Test

    By Dougsbpc, May 16, 2008
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 16, 2008

43. DB/DC combo plan testing NRA

    By Tom Poje, May 14, 2008
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 14, 2008

44. gateway

    By Belgarath, May 6, 2008
    • 8 replies
    • 2.1k views
    • 
    • Belgarath
    • May 7, 2008

45. Top Heavy DB/DC and Minimum Gateway

    By Dougsbpc, May 2, 2008
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2008

46. Smoothly Increasing Rates

    By John Feldt ERPA CPC QPA, May 1, 2008
    • 8 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 6, 2008

47. Gateway Minimum

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

48. New Comparability in Prototype Plans

    By buckaroo, April 23, 2008
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • April 23, 2008

49. Correct application of TAM 9735001

    By Guest merlin, April 9, 2008
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • April 9, 2008

50. Cross-Tested Document Issue

    By PensionPro, April 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 9, 2008