Cross-Tested Plans

1,233 topics in this forum

1. Compensation adjustment in mid year

   By MLML, January 27, 2016
   • 5 replies
   • 2.1k views
   • 
   • MLML
   • January 28, 2016

2. cross tested PS w/ 401k

   By dmb, March 15, 2004
   • 5 replies
   • 1.2k views
   • 
   • Tom Poje
   • March 17, 2004

3. Actuarial/Mortality Table and cross testing.

   By Chippy, June 4, 2018
   • 5 replies
   • 2.4k views
   • 
   • shERPA
   • September 7, 2018

4. New Comp Group Title issue

   By dmb, February 8, 2007
   • 5 replies
   • 1.7k views
   • 
   • Belgarath
   • February 9, 2007

5. Cross-Tested: Seminars, Book, etc

   By Guest TCP, March 2, 2004
   • 5 replies
   • 1.9k views
   • 
   • AndyH
   • March 3, 2004

6. On-line source for overview of restructuring and component testing?

   By Guest rickw, January 2, 2003
   • 5 replies
   • 1.4k views
   • 
   • AndyH
   • January 7, 2003

7. Gateway between MP, PS with differing eligibility

   By mwyatt, July 23, 2003
   • 5 replies
   • 1.2k views
   • 
   • mwyatt
   • July 24, 2003

8. minimum gateway for safe harbor and terminated participant

   By eilano, December 14, 2006
   • 5 replies
   • 10.8k views
   • 
   • pmacduff
   • February 17, 2016

9. Cross Tested, Gateway and Component plans

   By rcline46, February 23, 2017   

   • component
   • 5 replies
   • 1.2k views
   • 
   • Tom Poje
   • February 23, 2017

10. Opting Out vs Testing

    By DP, July 27, 2004
    • 5 replies
    • 2.1k views
    • 
    • DP
    • August 20, 2004

11. Target Benefit Plans

    By Guest LKHartnett, September 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 9, 2002

12. Can Minimum Gateway be avoided for an allocation group whose allocation is 0% (not benefitting)?

    By Guest PLHart, October 15, 2003
    • 5 replies
    • 1.8k views
    • 
    • Archimage
    • October 15, 2003

13. Stock options in 401(k) plan with employer stock

    By Guest Judy S, September 30, 2002
    • 5 replies
    • 1.2k views
    • 
    • jaemmons
    • September 30, 2002

14. Testing a 401(k) w/ new comparability PS plan

    By dmb, February 9, 2005
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 10, 2005

15. Multiple Employer Plan- testing compensation

    By mefrancis1729, November 13, 2017   

    • multiple employer
    • compensation
    • (and 1 more)

      Tagged with:

      • multiple employer
      • compensation
      • testing
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • November 14, 2017

16. OK for HCE group to choose zero contribution?

    By Lynn Campbell, March 3, 2004
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 3, 2004

17. Does QNEC to pass ADP trigger gateway?

    By BG5150, May 1, 2019
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 1, 2019

18. TH Cross-Tested Plan w/ 401(k)

    By Guest dannyoc13, March 3, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • March 3, 2006

19. Impute Permitted Disparity

    By David, July 7, 2010
    • 5 replies
    • 2.1k views
    • 
    • AndyH
    • July 8, 2010

20. Points based service based allocation

    By dmb, August 11, 2017
    • 5 replies
    • 1.6k views
    • 
    • dmb
    • August 14, 2017

21. General Non-Discrimination Testing

    By Towanda, June 14, 2018   

    • integrated
    • cash balance
    • (and 1 more)

      Tagged with:

      • integrated
      • cash balance
      • combo plans
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • June 15, 2018

22. "Definitely Determinable" Requirement and Allocation Formula

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

23. DB Plan on top of X-tested PS p lan

    By dmb, February 21, 2003
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • February 21, 2003

24. software for cross tested calcs

    By Guest Jennyb473, August 3, 2009
    • 5 replies
    • 1.9k views
    • 
    • Bill Presson
    • August 5, 2009

25. rounding rules?

    By AndyH, February 14, 2002
    • 5 replies
    • 2.2k views
    • 
    • IRC401
    • February 28, 2002

26. Cross testing Groups

    By perkinsran, November 7, 2002
    • 5 replies
    • 1.8k views
    • 
    • perkinsran
    • November 8, 2002

27. Adding Last Day Requirement

    By dmb, March 24, 2011
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 24, 2011

28. Testing comp for Top Heavy plan

    By dmb, January 29, 2002
    • 5 replies
    • 2.3k views
    • 
    • AndyH
    • January 30, 2002

29. IRS challenges "every participant is own allocation group" under audit

    By Guest jscarecrow, August 8, 2005
    • 5 replies
    • 2.3k views
    • 
    • ak2ary
    • August 24, 2005

30. Money purchase termination and profit sharing startup

    By ac, May 21, 2004
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • June 2, 2004

31. Each participant in his own group

    By Guest Serena, June 13, 2010
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2010

32. Broadly Available Allocation Rates and Permitted Disparity

    By Rolf Trautmann, May 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • May 24, 2004

33. PS Allocations and Otherwise Excludables

    By CuseFan, September 6, 2019
    • 5 replies
    • 1.7k views
    • 
    • Larry Starr
    • September 6, 2019

34. Component Plan

    By MLML, October 23, 2009
    • 5 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • October 23, 2009

35. HCE - family attribution rules

    By richard, September 18, 1998
    • 5 replies
    • 5.6k views
    • 
    • Tom Poje
    • September 21, 1998

36. "Gateway"

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

37. Gateway

    By Becky Schwing, March 30, 2020
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • April 1, 2020

38. Cross-Testing and the ABT test

    By Guest lforesz, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 19, 2002

39. Minimum Gateway for excluded employees with top heavy only

    By Guest lforesz, May 13, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2002

40. Rate Groups

    By Archimage, May 8, 2003
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 9, 2003

41. SPD Language for Tiered Plans

    By Lynn Campbell, October 22, 1998
    • 5 replies
    • 2.5k views
    • 
    • Alonzo
    • December 22, 1998

42. Terminees with > 500 hours in cross tested plans

    By perkinsran, August 3, 2004
    • 5 replies
    • 3.1k views
    • 
    • perkinsran
    • August 4, 2004

43. Accrued to Date Method

    By AndyH, September 13, 2002
    • 5 replies
    • 1.9k views
    • 
    • FAPInJax
    • September 16, 2002

44. restructuring

    By Draper55, December 23, 2015
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 28, 2015

45. In a new comparability plan, is it improper to define the classes by s

    By AndyT, April 10, 2001
    • 5 replies
    • 1.8k views
    • 
    • AndyT
    • April 12, 2001

46. Can This Crazy Design Work?

    By mming, August 9, 2007
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • August 15, 2007

47. New Comp with a 3% Safe Harbor NEC

    By Guest TomB432, October 22, 2013
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • October 23, 2013

48. 2 year eligibility and dual entry

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

49. controlled group - termination of employee

    By Guest dvandaele2, August 21, 2003
    • 5 replies
    • 3k views
    • 
    • AndyH
    • August 22, 2003

50. Broadly available allocation rates gateway exception

    By AndyH, October 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • AndyH
    • October 30, 2003