Cross-Tested Plans

1,235 topics in this forum

1. Correct application of TAM 9735001

   By Guest merlin, April 9, 2008
   • 9 replies
   • 2.4k views
   • 
   • Mike Preston
   • April 9, 2008

2. Cross-Tested Document Issue

   By PensionPro, April 9, 2008
   • 3 replies
   • 1.5k views
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   • Mike Preston
   • April 9, 2008

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

   By Guest gopher2378, March 4, 2008
   • 21 replies
   • 5k views
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   • buckaroo
   • April 1, 2008

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

   By Blinky the 3-eyed Fish, February 18, 2008
   • 7 replies
   • 2.4k views
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   • AndyH
   • March 27, 2008

5. Combined cross tested plan

   By Gary, March 6, 2008
   • 7 replies
   • 2.6k views
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   • Mike Preston
   • March 26, 2008

6. 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

7. 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
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   • Mike Preston
   • February 29, 2008

8. cross-tested plans

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

9. Cross test fails

   By Monica Barnard, January 31, 2008
   • 11 replies
   • 2.1k views
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   • Mike Preston
   • February 1, 2008

10. Top Heavy

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

11. Cross Testing with Permitted Disparity

    By Guest SuzieQNEC, January 24, 2008
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • January 28, 2008

12. Allocation Groups

    By Guest avascoe@hmvcpa.com, December 5, 2007
    • 14 replies
    • 3.5k views
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    • Mike Preston
    • January 28, 2008

13. Who is included in Nondiscriminatory Classification test?

    By Guest Dave Dougherty, January 24, 2008
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2008

14. 2 plans w different entry dates

    By SoCalActuary, January 23, 2008
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2008

15. Statutory exclusions for X-testing

    By dmb, January 11, 2008
    • 1 reply
    • 1.9k views
    • 
    • ak2ary
    • January 11, 2008

16. 401(a)(4) testing

    By John Feldt ERPA CPC QPA, January 8, 2008
    • 1 reply
    • 2.7k views
    • 
    • Jim Chad
    • January 8, 2008

17. eligibility issues

    By wsp, December 21, 2007
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • December 27, 2007

18. Average Benefits % Test calculations

    By Guest student_actuary, December 22, 2007
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • December 24, 2007

19. Limited Liability Company - Each participant in own group

    By Guest jvanheyde, December 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • December 20, 2007

20. Amend groups after EE retires

    By Sully, December 11, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • December 11, 2007

21. 403(b) with cross-tested PS

    By dmb, November 16, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • December 5, 2007

22. Include Roth Contributions in Average Benefits Percentage Test?

    By Guest im4thehoos, November 14, 2007
    • 3 replies
    • 3k views
    • 
    • Tom Poje
    • November 14, 2007

23. is there a minimum compensation

    By Guest ronald mexico, October 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • November 1, 2007

24. Controlled Group w/ X-testing issues

    By dmb, October 31, 2007
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • October 31, 2007

25. Comparability Plan Formula

    By Guest laurasbay, October 30, 2007
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • October 31, 2007

26. Minimum gateway

    By Guest SPOT, October 23, 2007
    • 4 replies
    • 2.3k views
    • 
    • AndyH
    • October 29, 2007

27. cross testing & maxing out

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

28. 401(k) Deferral Refund & ABT

    By Penman2006, October 21, 2007
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • October 25, 2007

29. 401(a)(26) NC and CB

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

30. What? Cannot freely exclude highest paid NHCEs? Even if 410(b) and 401(a)(4) pass?

    By John Feldt ERPA CPC QPA, October 16, 2007
    • 5 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 17, 2007

31. Cross tested safe harbor etc....

    By pmacduff, July 10, 2007
    • 32 replies
    • 5.7k views
    • 
    • Tom Poje
    • October 12, 2007

32. Mortality Tables

    By Jim Chad, October 4, 2007
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • October 5, 2007

33. component plans

    By Pension Nerd, September 24, 2007
    • 13 replies
    • 3.4k views
    • 
    • Mike Preston
    • September 27, 2007

34. Contribution Not Deductible for Prior Year

    By §#$%!, September 19, 2007
    • 0 replies
    • 1.6k views
    • 
    • §#$%!
    • September 19, 2007

35. cb/nc/sh crossed tested

    By abanky, September 11, 2007
    • 4 replies
    • 1.5k views
    • 
    • abanky
    • September 13, 2007

36. Cross Tested PSP: Adding a subsidiary company

    By Guest Troy S., September 11, 2007
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • September 12, 2007

37. Weighted Age plus Service allocation

    By dmb, September 10, 2007
    • 3 replies
    • 2k views
    • 
    • dmb
    • September 11, 2007

38. Can SH w/ NC be TH?

    By masteff, September 6, 2007
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

39. Amend after the end of the plan year

    By Guest ICannotDiscloseMyIdentity, August 31, 2007
    • 2 replies
    • 1.9k views
    • 
    • zimbo
    • September 6, 2007

40. amending to new comp in mid year

    By Santo Gold, August 27, 2007
    • 2 replies
    • 1.3k views
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    • Mike Preston
    • August 27, 2007

41. Cross-tested groupings of 1 EE

    By J Simmons, March 19, 2007
    • 7 replies
    • 2.8k views
    • 
    • Mike Preston
    • August 23, 2007

42. Classification of Owners and their children

    By KateSmithPA, December 5, 2005
    • 9 replies
    • 2.6k views
    • 
    • Mike Preston
    • August 22, 2007

43. Testing age question

    By FAPInJax, August 10, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 15, 2007

44. Can This Crazy Design Work?

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

45. New Comp plan w/ Roth 401k feature

    By dmb, August 15, 2007
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • August 15, 2007

46. Can an 11g amendment add in a controlled group?

    By J Simmons, April 28, 2007
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • July 25, 2007

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

    By EGB, May 15, 2007
    • 4 replies
    • 2.6k views
    • 
    • Mike Preston
    • July 17, 2007

48. 2 plans aggregated for coverage, how about 401(a)(4)

    By John Feldt ERPA CPC QPA, April 6, 2007
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • July 17, 2007

49. Limitation on HCE rate groups

    By rcline46, May 14, 2007
    • 5 replies
    • 2.7k views
    • 
    • Mike Preston
    • July 13, 2007

50. TH? SH 401(k) + NC + CB

    By abanky, June 12, 2007
    • 2 replies
    • 1.7k views
    • 
    • abanky
    • June 12, 2007