Cross-Tested Plans

1,233 topics in this forum

1. Life Insurance in qualified plans - Policy Loan

   By Guest allanH, November 12, 2002
   • 4 replies
   • 2k views
   • 
   • mbozek
   • November 25, 2002

2. Cross Tested Money Purchase Plan

   By Lynn Campbell, June 2, 1999
   • 4 replies
   • 1.9k views
   • 
   • richard
   • August 24, 1999

3. Nondiscriminatory classification table

   By BG5150, January 6, 2016
   • 4 replies
   • 1.2k views
   • 
   • K2retire
   • January 7, 2016

4. cb/nc/sh crossed tested

   By abanky, September 11, 2007
   • 4 replies
   • 1.4k views
   • 
   • abanky
   • September 13, 2007

5. Cross Tested that Does not Work

   By jeff77, April 17, 2012
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • April 17, 2012

6. Last day rule for participants in "All others" group (and another question)

   By BG5150, February 24, 2016
   • 4 replies
   • 937 views
   • 
   • Tom Poje
   • February 24, 2016

7. Regs For Gateway Allocation

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

8. Age Weighted Profit Sharing Plan

   By MBCarey, October 7, 2002
   • 4 replies
   • 1.5k views
   • 
   • Brian Gallagher
   • October 17, 2002

9. Minimum gateway & top heavy age-weighted plan.

   By R. Butler, February 23, 2007
   • 4 replies
   • 3.1k views
   • 
   • rlb64
   • September 29, 2010

10. The testing part of cross testing !

    By Guest rffahey, January 19, 2004
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 20, 2004

11. Permissive Aggregation

    By Dennis Povloski, September 9, 2009
    • 4 replies
    • 2k views
    • 
    • AndyH
    • September 10, 2009

12. Min. Gateway

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

13. Cross Tested Contributions under 410(b)

    By Hoard1, December 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 1999

14. Correction of failed 401(a) or 410(b) tests?

    By Mleech, February 25
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • March 28

15. Average Benefits test inclusion for plan with separate eligibility req

    By AndyH, January 5, 2000
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • January 7, 2000

16. New Comparability Plans

    By abanky, February 1, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 2, 2005

17. Partnership Compensation

    By Guest c2ddave, February 1, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 11, 2005

18. 401(a)(4) and 403b plan

    By 30Rock, October 31, 2013
    • 4 replies
    • 5.3k views
    • 
    • Tom Poje
    • November 1, 2013

19. 401(k) PSP that is c/t - new EE won't give DOB

    By doombuggy, February 9, 2012
    • 4 replies
    • 1.3k views
    • 
    • shERPA
    • February 13, 2012

20. Irrevocable Waiver

    By Archimage, February 27, 2003
    • 4 replies
    • 2.1k views
    • 
    • Archimage
    • March 6, 2003

21. Strange demographics

    By Penpack, February 6, 2015
    • 4 replies
    • 1.3k views
    • 
    • Penpack
    • February 9, 2015

22. Gateway Minimum using Disaggregation in 403(b) Plan

    By bcmom, August 1, 2013   

    • Gateway Minimum
    • Disaggregation
    • (and 1 more)

      Tagged with:

      • Gateway Minimum
      • Disaggregation
      • 403(b) Plan
    • 4 replies
    • 3.7k views
    • 
    • rcline46
    • August 1, 2013

23. 401k SH with PS - Increase PS to Term <501 hours acceptable?

    By cheersmate, December 18, 2023
    • 4 replies
    • 1.2k views
    • 
    • cheersmate
    • December 20, 2023

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

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

25. Agg Plans for 410(b)- Is Gen Test Req?

    By David, April 27, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2000

26. Merging CT MP & P/S

    By Ervin Barham, April 27, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 2, 2000

27. ASPA update on cross-tested plans

    By Guest, March 21, 2000
    • 4 replies
    • 1.6k views
    • 
    • richard
    • May 16, 2000

28. top heavy

    By Guest quinn the car fixer, March 25, 2004
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2004

29. Testing using comp ;ess deferrals

    By Richard Anderson, September 6, 2012
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • September 7, 2012

30. Different eligibility for deferral and match

    By FAPInJax, December 22, 2016
    • 4 replies
    • 1.4k views
    • 
    • FAPInJax
    • December 22, 2016

31. Administrative Aspects

    By Gary, April 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • SheilaD
    • April 24, 2009

32. gateway testing

    By Chippy, February 12, 2015
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 24, 2015

33. Quest on New Comp allocation to a HCE

    By Guest jc1457, March 30, 2009
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • March 30, 2009

34. New Comparibility Calculation

    By Guest AJM 34, April 19, 2007
    • 4 replies
    • 4.3k views
    • 
    • Mike Preston
    • April 19, 2007

35. Change in NRA

    By buckaroo, June 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 24, 2009

36. Prevailing wages and 401(a)(4)

    By Indu, December 3, 2022
    • 4 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • December 5, 2022

37. Smooth Method in Creating Rate Groups

    By Guest TracyAndrews, June 27, 2001
    • 4 replies
    • 2k views
    • 
    • AndyH
    • July 2, 2001

38. Average Benefits Test

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

39. Amending Groups for 2011

    By HarleyBabe, February 16, 2011
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • February 17, 2011

40. Imputing Disparity

    By Guest dietpepsi, August 27, 2003
    • 4 replies
    • 2.3k views
    • 
    • AndyH
    • August 28, 2003

41. Aggregation of Plans

    By Guest MichaelO, December 10, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2003

42. Curiosity...

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

43. Accrued to Date Method

    By Guest lforesz, February 20, 2002
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • February 21, 2002

44. Testing methodology?

    By Guest cosmo1215, December 3, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • December 6, 2004

45. 401(a)(4) Testing Group

    By Guest Golden401k, December 11, 2006
    • 4 replies
    • 6.1k views
    • 
    • AndyH
    • December 12, 2006

46. LRM 94

    By Bri, December 19, 2017   

    • cross-testing
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 20, 2017

47. Cross testing

    By Guest Mmyrold, December 16, 2010
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • December 17, 2010

48. Rate Banding in Relius

    By dmb, August 13, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 17, 2004

49. Young doctor blowing up CB/DC testing

    By cohendrake, February 17, 2017
    • 4 replies
    • 974 views
    • 
    • BG5150
    • February 17, 2017

50. 2 Plans Not Paaing 410(b)

    By Dougsbpc, April 12, 2011
    • 4 replies
    • 1.6k views
    • 
    • Dougsbpc
    • April 22, 2011