Cross-Tested Plans

1,233 topics in this forum

1. 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

2. Cross Testing with Permitted Disparity

   By Guest SuzieQNEC, January 24, 2008
   • 8 replies
   • 4.1k views
   • 
   • Guest
   • January 28, 2008

3. 2 plans w different entry dates

   By SoCalActuary, January 23, 2008
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2008

4. Statutory exclusions for X-testing

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

5. 401(a)(4) testing

   By John Feldt ERPA CPC QPA, January 8, 2008
   • 1 reply
   • 2.6k views
   • 
   • Jim Chad
   • January 8, 2008

6. Gateway Minimum

   By commishvp, January 7, 2008
   • 18 replies
   • 7.8k views
   • 
   • AndyH
   • April 25, 2008

7. Average Benefits % Test calculations

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

8. eligibility issues

   By wsp, December 21, 2007
   • 2 replies
   • 1.6k views
   • 
   • rcline46
   • December 27, 2007

9. Limited Liability Company - Each participant in own group

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

10. Amend groups after EE retires

    By Sully, December 11, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • December 11, 2007

11. Allocation Groups

    By Guest avascoe@hmvcpa.com, December 5, 2007
    • 14 replies
    • 3.4k views
    • 
    • Mike Preston
    • January 28, 2008

12. 403(b) with cross-tested PS

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

13. Include Roth Contributions in Average Benefits Percentage Test?

    By Guest im4thehoos, November 14, 2007
    • 3 replies
    • 2.9k views
    • 
    • Tom Poje
    • November 14, 2007

14. Controlled Group w/ X-testing issues

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

15. Comparability Plan Formula

    By Guest laurasbay, October 30, 2007
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • October 31, 2007

16. is there a minimum compensation

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

17. cross testing & maxing out

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

18. Minimum gateway

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

19. 401(k) Deferral Refund & ABT

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

20. 401(a)(26) NC and CB

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

21. 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
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 17, 2007

22. Mortality Tables

    By Jim Chad, October 4, 2007
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • October 5, 2007

23. component plans

    By Pension Nerd, September 24, 2007
    • 13 replies
    • 3.3k views
    • 
    • Mike Preston
    • September 27, 2007

24. Contribution Not Deductible for Prior Year

    By §#$%!, September 19, 2007
    • 0 replies
    • 1.5k views
    • 
    • §#$%!
    • September 19, 2007

25. Cross Tested PSP: Adding a subsidiary company

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

26. cb/nc/sh crossed tested

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

27. Weighted Age plus Service allocation

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

28. Can SH w/ NC be TH?

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

29. Amend after the end of the plan year

    By Guest ICannotDiscloseMyIdentity, August 31, 2007
    • 2 replies
    • 1.8k views
    • 
    • zimbo
    • September 6, 2007

30. amending to new comp in mid year

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

31. New Comp plan w/ Roth 401k feature

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

32. Testing age question

    By FAPInJax, August 10, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 15, 2007

33. Can This Crazy Design Work?

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

34. Cross tested safe harbor etc....

    By pmacduff, July 10, 2007
    • 32 replies
    • 5.5k views
    • 
    • Tom Poje
    • October 12, 2007

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

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

36. New Comp Contribution - Excess Deferral

    By Guest AJM 34, May 30, 2007
    • 4 replies
    • 2.1k views
    • 
    • rcline46
    • May 30, 2007

37. Matching contributions used toward top heavy minimum

    By Belgarath, May 25, 2007
    • 1 reply
    • 2.9k views
    • 
    • J Simmons
    • May 25, 2007

38. Cross Testing with SHNEC and TH minimum

    By Guest KAGrist, May 22, 2007
    • 2 replies
    • 2.1k views
    • 
    • AndyH
    • May 24, 2007

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

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

40. Limitation on HCE rate groups

    By rcline46, May 14, 2007
    • 5 replies
    • 2.6k views
    • 
    • Mike Preston
    • July 13, 2007

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

    By J Simmons, April 28, 2007
    • 9 replies
    • 3.5k views
    • 
    • Guest
    • July 25, 2007

42. New Comp Nondiscrimination Testing

    By Guest AJM 34, April 25, 2007
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • April 25, 2007

43. Testing Age (See the same post in the DB Forum)

    By Penman2006, April 23, 2007
    • 0 replies
    • 1.2k views
    • 
    • Penman2006
    • April 23, 2007

44. New Comp Employee Groups - How to define

    By Guest AJM 34, April 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 20, 2007

45. Interest Rate used for a New Comp Plan

    By Guest AJM 34, April 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 20, 2007

46. New Comp / Safe Harbor 401(k)

    By Guest AJM 34, April 19, 2007
    • 2 replies
    • 2k views
    • 
    • J Simmons
    • April 19, 2007

47. New Comparibility Calculation

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

48. ESOP's and Gateway

    By Guest gopher2378, April 17, 2007
    • 3 replies
    • 2.7k views
    • 
    • AndyH
    • April 25, 2007

49. Normal Retirement Age and Testing Age

    By John Feldt ERPA CPC QPA, April 10, 2007
    • 12 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2007

50. 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