Cross-Tested Plans

1,234 topics in this forum

1. Defining Rate Groups

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

2. Definitely determinable benefits

   By Guest John Nelson, April 16, 2003
   • 3 replies
   • 2.3k views
   • 
   • AndyH
   • April 16, 2003

3. Demo 5

   By R. Butler, September 16, 2002
   • 0 replies
   • 1.4k views
   • 
   • R. Butler
   • September 16, 2002

4. Demo 6 Submission Requirements

   By Guest Doug Goelz, April 22, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • April 22, 2004

5. Description of employee groups issue

   By chris, September 24, 2002
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • October 2, 2002

6. Design Question

   By Guest KHayes, December 9, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 9, 2004

7. Determination of Participants in a Particular Group

   By chris, November 22, 2013
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 25, 2013

8. Different criteria for allocation for different groups

   By dmb, September 20, 2013
   • 3 replies
   • 2.1k views
   • 
   • Tom Poje
   • September 23, 2013

9. Different eligibility for deferral and match

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

10. Different Eligibility for Different Sources

    By Dennis Povloski, March 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 16, 2010

11. Different eligibility requirements for different sources

    By dmb, March 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 8, 2005

12. Disaggregation into 2 componant plans

    By Earl, May 17, 2014
    • 5 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 19, 2014

13. Discrimination testing for 3% SHNECs

    By Guest Dash02, December 28, 2005
    • 6 replies
    • 2.4k views
    • 
    • AndyH
    • December 30, 2005

14. Discrimination Testing for Employees of Entities Owned by Investment Funds

    By ERISA1, March 31, 2016   

    • 401(a)(4)
    • 410(b)
    • (and 3 more)

      Tagged with:

      • 401(a)(4)
      • 410(b)
      • controlled groups
      • affiliated service orgs
      • prohibitet transactions
    • 0 replies
    • 885 views
    • 
    • ERISA1
    • March 31, 2016

15. Do Individual Allocation Groups always need to be Cross-Tested?

    By 12AX7, December 26, 2012
    • 16 replies
    • 4.2k views
    • 
    • Mike Preston
    • December 29, 2012

16. Document issues-gateway rules-how to handle?

    By AndyH, September 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • AndyH
    • September 26, 2001

17. document language for cross-testing

    By Santo Gold, January 29, 2010
    • 10 replies
    • 1.8k views
    • 
    • BG5150
    • February 1, 2010

18. Documentation for Cross Tested Plan

    By Hoard1, June 29, 1999
    • 4 replies
    • 1.6k views
    • 
    • Ervin Barham
    • July 21, 1999

19. Documents for New Comparability Plans

    By Lynn Campbell, September 10, 1998
    • 19 replies
    • 3.3k views
    • 
    • richard
    • January 25, 1999

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

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

21. Does death of participant affect ability to cross test?

    By Dawn Hafner, April 10, 2002
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 10, 2002

22. Does QNEC to pass ADP trigger gateway?

    By BG5150, May 1, 2019
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 1, 2019

23. Does this cross-tested plan pass??

    By Santo Gold, May 17, 2024
    • 2 replies
    • 921 views
    • 
    • BG5150
    • May 20, 2024

24. Download APR Tables

    By austin3515, April 29, 2025
    • 15 replies
    • 1.1k views
    • 
    • austin3515
    • May 25, 2025

25. Each participant in his own group

    By Guest Serena, June 13, 2010
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • June 15, 2010

26. Each Participant in own group and IRS audit

    By Rai401k, April 20, 2015
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • July 20, 2015

27. Each Prt Allocation Groups-Safe Harbor ?

    By JAY21, December 15, 2004
    • 14 replies
    • 2.5k views
    • 
    • Belgarath
    • December 20, 2004

28. Easy question for some

    By FJR, March 17, 2005
    • 21 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 18, 2005

29. Easy to understand example of cross testing calculations

    By Guest ChopperPilot, February 7, 2005
    • 14 replies
    • 2.9k views
    • 
    • could be me maybe not
    • February 9, 2005

30. EBARs for participants over NRA

    By Vlad401k, March 17, 2016
    • 11 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 28, 2016

31. EBARS/401a4

    By Guest chris4013, April 29, 2003
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • April 29, 2003

32. EE of Both in CG, but Plan is for just one ER

    By J Simmons, October 12, 2009
    • 1 reply
    • 1.3k views
    • 
    • Laura Harrington
    • October 12, 2009

33. Effect of Other Plans of E/er on Cross-Testing Analysis

    By chris, June 4, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 29, 1999

34. EGTRRA & 414(s) Compensation

    By Blinky the 3-eyed Fish, January 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 10, 2003

35. EGTRRA Prototype Provision

    By Oh so SIMPLE, May 20, 2009
    • 5 replies
    • 2k views
    • 
    • Bird
    • May 22, 2009

36. electing not to receive an allocation

    By 52626, June 11, 2021
    • 12 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 19, 2021

37. elective deferrals

    By abanky, December 13, 2006
    • 6 replies
    • 1.8k views
    • 
    • abanky
    • December 14, 2006

38. Eligibility Amendment

    By Guest xaviote, August 24, 2006
    • 9 replies
    • 3.1k views
    • 
    • AndyH
    • October 5, 2006

39. Eligibility for Cross Tested 401(k) Profit Sharing Plan

    By Guest KDaugherty, March 17, 2003
    • 18 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

40. Eligibility for two plan General testing

    By drakecohen, October 28, 2015
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • October 29, 2015

41. eligibility issues

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

42. Employee calssifications

    By R. Butler, November 7, 2002
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2002

43. Employee Groups

    By Guest Gary Stadtmauer, July 12, 2006
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • July 14, 2006

44. Employment Status as a Reasonable Classification

    By Guest merlin, March 10, 2004
    • 18 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 15, 2004

45. End of year termination of employee

    By Guest Peggy806, January 21, 2010
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • January 22, 2010

46. Entry Date for Otherwise Excludable Employees

    By LarryDavid, May 7, 2010
    • 4 replies
    • 1.9k views
    • 
    • LarryDavid
    • May 7, 2010

47. equity and non equity partners

    By Chippy, December 1, 2014
    • 14 replies
    • 3k views
    • 
    • Mike Preston
    • August 3, 2017

48. ERISA 403(b) plan - general test for coverage

    By Belgarath, August 22, 2016
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 23, 2016

49. ERISA Notice Dated 5/15/99

    By Guest, April 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • richard
    • April 30, 2000

50. ESOP Aggregation with DB?

    By SRM, February 18, 2004
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • February 18, 2004