Cross-Tested Plans

1,234 topics in this forum

1. Allocations to Groups

   By Archimage, May 24, 2005
   • 6 replies
   • 2k views
   • 
   • Archimage
   • May 24, 2005

2. Statutory Exclusion - excluded group fails 401(a)(4)

   By Tom, January 2, 2024
   • 13 replies
   • 2k views
   • 
   • Kattdogg12
   • January 24, 2024

3. Does anyone know what the term "super comparability plan" me

   By John A, October 13, 1999
   • 3 replies
   • 2k views
   • 
   • Guest
   • November 2, 1999

4. allocation classes tied to allocation rates

   By Golgi, February 23, 2007
   • 2 replies
   • 2k views
   • 
   • J Simmons
   • March 18, 2007

5. Who gets Gateway in a controlled group

   By Guest Todd Lehmann, May 20, 2002
   • 2 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • May 20, 2002

6. Are adult children of 5% owners automatically HCEs? Are minor children

   By richard, November 5, 1999
   • 6 replies
   • 2k views
   • 
   • Earl
   • November 25, 1999

7. Gateway Minimum

   By Guest cynthiar, December 10, 2003
   • 12 replies
   • 2k views
   • 
   • AndyH
   • December 16, 2003

8. New Definition of HCEs?

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

9. Is this contribution definitely determinable?

   By Richard Anderson, December 17, 2001
   • 4 replies
   • 2k views
   • 
   • Mike Preston
   • December 26, 2001

10. Age Based allocation formula

    By Fred Payne, December 11, 2003
    • 9 replies
    • 2k views
    • 
    • AndyH
    • December 15, 2003

11. Related employers - 1 failing coverage

    By Guest M. Martin, March 23, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 24, 2007

12. Cross Tested Money Purchase Plan

    By Lynn Campbell, June 2, 1999
    • 4 replies
    • 2k views
    • 
    • richard
    • August 24, 1999

13. Excluded Class - New Minimum Allocation Gateway

    By lkpittman, June 20, 2001
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • September 17, 2002

14. Testing dates for 410(b)Controlled Group of Corporation

    By Hoard1, July 14, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 8, 2002

15. Gateway For a Plan Using 414(s) Comp

    By Guest merlin, January 10, 2003
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 10, 2003

16. New Comp

    By Guest moltengater, March 22, 2006
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 30, 2006

17. Controlled Group w/ X-testing issues

    By dmb, October 31, 2007
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 31, 2007

18. Family Aggregation

    By perkinsran, June 25, 2002
    • 8 replies
    • 1.9k views
    • 
    • perkinsran
    • July 19, 2002

19. Regs For Gateway Allocation

    By mming, March 21, 2013
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 21, 2013

20. Accrued to Date Method

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

21. Min. Gateway

    By FJR, January 11, 2005
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 12, 2005

22. Weighted Age plus Service allocation

    By dmb, September 10, 2007
    • 3 replies
    • 1.9k views
    • 
    • dmb
    • September 11, 2007

23. new comparability regs have been released

    By Guest, October 6, 2000
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • October 9, 2000

24. Inclusion of excludable employee?

    By AndyH, January 11, 2002
    • 6 replies
    • 1.9k views
    • 
    • Richard Anderson
    • January 11, 2002

25. Testing basis for ABT

    By Cloudy, April 5, 2018
    • 11 replies
    • 1.9k views
    • 
    • BG5150
    • April 10, 2018

26. Component Plans

    By Guest greggi39, March 27, 2003
    • 9 replies
    • 1.9k views
    • 
    • Gilmore
    • April 17, 2003

27. Top Heavy Minimum Allocation

    By mming, December 1, 2009
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 2, 2009

28. Gateway and 2 plans

    By Guest Beachgirl, October 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • October 12, 2006

29. Proposed repeal of 25% 415 Limit - Impact on Age-Based Plans

    By mwyatt, September 28, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 10, 2001

30. Top Heavy Contribution for Non-Key HCE

    By Guest William Lehman, March 31, 1999
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 31, 1999

31. 3% Nonelective Safe Harbor & Nondiscrim

    By Guest Zee_Moe, March 9, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 9, 2001

32. 401(a)(26) NC and CB

    By abanky, October 17, 2007
    • 1 reply
    • 1.9k views
    • 
    • ak2ary
    • October 17, 2007

33. What is permissable where each P is assigned to his own allocation group?

    By Guest Dash02, September 7, 2011
    • 7 replies
    • 1.9k views
    • 
    • Kevin C
    • October 20, 2011

34. software for cross tested calcs

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

35. DB/DC combos

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

36. Allocations and Testing Methods for post NRA participants

    By AndyH, August 17, 2000
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • August 21, 2000

37. Top heavy allocations in cross testing

    By Guest SDS, January 26, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 26, 2000

38. Safe-harbor 401(k) combined w/ Cross Tst

    By Guest SPollock, January 21, 1999
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • January 23, 1999

39. Imputing permitted disparity in a safe harbor 401(k) plan.

    By Guest, December 8, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 11, 2000

40. Component Plans

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

41. Calculating EBARs of the Two 50% Members of LLC

    By Guest Dash04, May 6, 2004
    • 6 replies
    • 1.9k views
    • 
    • mwyatt
    • May 14, 2004

42. DB/DC Plans

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

43. Categorizing employees for Tiered Plans

    By Guest SPollock, March 25, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 1999

44. Cross Tested Contributions Discretionary?

    By Guest Thornton, February 3, 1999
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 3, 1999

45. Limit compensation?

    By Guest esi-jht, March 13, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 13, 2006

46. K refunds-how to handle for ABPT?

    By AndyH, March 12, 2002
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • March 12, 2002

47. Safe-Harbor-Cross Test w/imputed disparity

    By JAY21, September 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • JAY21
    • September 15, 2005

48. cross-tested plans

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

49. cross testing & maxing out

    By Chippy, October 26, 2007
    • 4 replies
    • 1.9k views
    • 
    • rcline46
    • October 26, 2007

50. ABT and term w/ <500 hrs

    By Guest carsonv, April 28, 2005
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • April 29, 2005