Cross-Tested Plans

1,233 topics in this forum

1. Change Normal Retirement Age

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

2. Gateway/2 Year service question

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

3. 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

4. Prevailing Wage/Cross-Tested Plan

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

5. Cross Testing and the Gateway

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

6. cross testing revisited & Relius

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

7. 401(a)(4) Test for SH 401(k)

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

8. When can an EBAR be used?

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

9. 3 year testing cycle

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

10. Average Benefit Test and Terminees

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

11. Rate Group Test

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

12. Average Benefits Test

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

13. testing age and SSRA

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

14. Post-Entry Compensation in Nondiscrimination Testing

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

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

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

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

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

17. Testing Compensation

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

18. 457 combined with New Comparability plan

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

19. ABPT and refunded 401(k) Conts

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

20. Gateway and Individual Groups

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

21. Individual Rate Groups and revised testing

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

22. New Definition of HCEs?

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

23. beginning of the year CB Plan

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

24. Roth 401k with New Comp PS

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

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

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

26. Cross-Tested Formulas in Prototype Plans

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

27. Testing Age for Cross Testing

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

28. 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

29. Safe Harbor Allocation Forced to Cross-Test

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

30. 403b plus New Comparability

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

31. DB/DC combo plan testing NRA

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

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

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

33. gateway

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

34. 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

35. 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

36. New Comparability in Prototype Plans

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

37. Component Plans

    By John Feldt ERPA CPC QPA, April 21, 2008
    • 6 replies
    • 1.9k views
    • 
    • Earl
    • February 28, 2009

38. Correct application of TAM 9735001

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

39. Cross-Tested Document Issue

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

40. Normalizing Factors (EBAR)

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

41. Partner's "Pay"

    By Guest Grumpy456, March 24, 2008
    • 14 replies
    • 3.7k views
    • 
    • tghooper
    • March 29, 2019

42. Can allocation group be based on age?

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

43. 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

44. Combined cross tested plan

    By Gary, March 6, 2008
    • 7 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 26, 2008

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

    By Guest gopher2378, March 4, 2008
    • 21 replies
    • 4.8k views
    • 
    • buckaroo
    • April 1, 2008

46. Permissive Aggregation of Beginning of Year Valuation Date DB Plan with 401(k) Plan

    By Guest Jcarolan, February 28, 2008
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 29, 2008

47. cross-tested plans

    By HarleyBabe, February 26, 2008
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • February 26, 2008

48. Failing test, what do you think of this?

    By Blinky the 3-eyed Fish, February 18, 2008
    • 7 replies
    • 2.3k views
    • 
    • AndyH
    • March 27, 2008

49. Cross test fails

    By Monica Barnard, January 31, 2008
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • February 1, 2008

50. Top Heavy

    By Guest EPS2, January 31, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 1, 2008