Cross-Tested Plans

1,233 topics in this forum

1. Cross-tested PS Plan with safe-harbor 401(k)

   By ac, February 20, 2004
   • 6 replies
   • 2.4k views
   • 
   • FJR
   • July 14, 2005

2. Cross-Tested Safe harbor 401(k) with 2 year profit sharing wait

   By Guest Tbrown, May 7, 2002
   • 9 replies
   • 2.8k views
   • 
   • Guest
   • May 13, 2002

3. Cross-tested with a match

   By FJR, April 5, 2005
   • 15 replies
   • 3.3k views
   • 
   • Guest
   • December 9, 2005

4. Cross-Tested: Seminars, Book, etc

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

5. Cross-Testing

   By Guest Golden401k, March 29, 2006
   • 19 replies
   • 5.3k views
   • 
   • Mike Preston
   • March 31, 2006

6. Cross-Testing

   By Dougsbpc, April 5, 2012
   • 1 reply
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • April 5, 2012

7. cross-testing 401(k)/CBP: different vesting schedules?

   By EGB, May 15, 2007
   • 4 replies
   • 2.5k views
   • 
   • Mike Preston
   • July 17, 2007

8. Cross-Testing and the ABT test

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

9. cross-testing available in a prototype?

   By chris, December 20, 2002
   • 1 reply
   • 1.1k views
   • 
   • AndyH
   • December 23, 2002

10. cross-testing controlled group and excluding one company

    By TPAnnie, February 12, 2020   

    • cross tested,
    • 1 reply
    • 947 views
    • 
    • CuseFan
    • February 12, 2020

11. Cross-testing DC Plans - EBARs

    By Guest sritts, April 16, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2002

12. Cross-testing for Short Plan Year

    By chris, July 21, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • July 29, 1999

13. Cross-Testing Satisfied As of What Date in Plan Year?

    By Christine Roberts, November 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • November 20, 2001

14. Cross-testing the 401k Plan

    By Fred Payne, September 26, 2001
    • 4 replies
    • 2.9k views
    • 
    • AndyH
    • September 27, 2001

15. cross-testing, egtrra 25% ps limit, penalty for not having surety bond

    By Guest Donna Neuhauser, November 6, 2001
    • 4 replies
    • 2k views
    • 
    • Lynn Campbell
    • November 7, 2001

16. CrossTested DC w/ a DB plan

    By dmb, June 28, 2001
    • 25 replies
    • 5.5k views
    • 
    • Tom Poje
    • October 15, 2001

17. Crosstesting - passing ratio

    By Guest Betsy Oakey, March 3, 2006
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • March 3, 2006

18. crosstesting tables

    By Guest 401kproman, January 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 30, 2002

19. Curiosity...

    By Belgarath, March 6, 2020
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • March 9, 2020

20. Davis Bacon ER contribution Offsets

    By tjw572, March 23, 2017
    • 10 replies
    • 4k views
    • 
    • Mike Preston
    • January 16, 2018

21. Davis Bacon Prev Wage - discretion?

    By cheersmate, May 13, 2015   

    • cross tested 401k
    • davis bacon
    • (and 2 more)

      Tagged with:

      • cross tested 401k
      • davis bacon
      • prevailing wage
      • discretionary deposit
    • 0 replies
    • 1.4k views
    • 
    • cheersmate
    • May 13, 2015

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

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

23. DB/DC 401(a)(4) Testing Age

    By Rob P, June 7, 2013
    • 6 replies
    • 4.4k views
    • 
    • figure 8
    • January 17, 2019

24. DB/DC Aggregate Testing

    By Guest Doug Goelz, August 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • August 29, 2001

25. DB/DC combined testing

    By jpod, April 21, 2014
    • 6 replies
    • 2.7k views
    • 
    • Tom Poje
    • April 22, 2014

26. DB/DC Combo Cross-testing BRF - QJSA the same

    By Guest adiinc, April 2, 2014   

    • cross-testing QJSA
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • April 2, 2014

27. DB/DC combo plan testing NRA

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

28. DB/DC combos

    By Guest lforesz, April 8, 2003
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • April 9, 2003

29. DB/DC Gateway after DB Freeze of large NHCE group

    By LarryDavid, January 25, 2011
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • February 15, 2011

30. DB/DC Gateway question

    By Earl, February 19, 2016
    • 3 replies
    • 855 views
    • 
    • Lou S.
    • February 20, 2016

31. DB/DC Gateway Testing

    By Young Curmudgeon, March 11, 2013
    • 2 replies
    • 1.4k views
    • 
    • Young Curmudgeon
    • March 11, 2013

32. DB/DC Plans

    By David, December 8, 1998
    • 1 reply
    • 1.9k views
    • 
    • richard
    • December 8, 1998

33. DB/DC Rights and Features

    By Guest Rags, May 5, 2009
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • May 5, 2009

34. DB/DC testing and consistency

    By cathyw, May 6, 2016
    • 2 replies
    • 1.3k views
    • 
    • cathyw
    • May 6, 2016

35. DC Cross-test Broadly Available Allocations

    By Guest RSNOW, May 16, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2003

36. DC/DB combo plans

    By Guest Napili, June 1, 2003
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • June 2, 2003

37. DC+CB Combo - Short Plan Year & Gateway

    By Hojo, March 22, 2021
    • 9 replies
    • 1.2k views
    • 
    • AndyH
    • March 25, 2021

38. DC+CB combo but different compensation definitions

    By Jakyasar, December 3, 2020
    • 2 replies
    • 704 views
    • 
    • Jakyasar
    • December 3, 2020

39. Deemed CODA

    By Guest mparker2028, January 5, 2006
    • 4 replies
    • 3.1k views
    • 
    • Tom Poje
    • January 5, 2006

40. Deemed CODA

    By 12AX7, September 1, 2010
    • 15 replies
    • 4.1k views
    • 
    • 12AX7
    • September 20, 2010

41. Deemed CODA concern - profit sharing contribution taken into account for partnership distribution

    By Moosen14, April 27, 2021
    • 6 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 27, 2021

42. Deemed Deferral?

    By SMB, June 9, 2004
    • 17 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2004

43. Definately determinable benefits

    By No Name, December 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • December 20, 2004

44. Defined Benefit and Simple

    By Guest NPaleveda, October 12, 2001
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • October 17, 2001

45. Defined Benefit Replacement Allocations

    By dmb, April 24, 2006
    • 4 replies
    • 2k views
    • 
    • rcline46
    • April 25, 2006

46. Defining Classes

    By Dazednconfused, April 26, 2010
    • 9 replies
    • 1.8k views
    • 
    • BG5150
    • May 11, 2010

47. DEFINING GROUPS IN A NEW COMP PLAN-

    By Guest LBH, December 14, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 26, 2000

48. Defining rate groups

    By Guest RACHELP, February 23, 2004
    • 6 replies
    • 1.6k views
    • 
    • jquazza
    • March 6, 2004

49. Defining rate groups

    By Guest kjungkin, June 29, 2004
    • 11 replies
    • 2k views
    • 
    • Guest
    • July 1, 2004

50. Defining Rate Groups

    By Guest Joe Vasko, November 5, 2001
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 21, 2001