Cross-Tested Plans

1,233 topics in this forum

1. ADP & 401(a)(4) testing

   By Guest Troy S., May 23, 2008
   • 1 reply
   • 1.9k views
   • 
   • Laura Harrington
   • May 23, 2008

2. "Age Neutral" Plans

   By mwyatt, March 5, 2002
   • 1 reply
   • 1.9k views
   • 
   • AndyH
   • March 6, 2002

3. Entry Date for Otherwise Excludable Employees

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

4. Accrued to Date (Old MP Money)

   By Guest rslagle224, February 20, 2006
   • 1 reply
   • 1.9k views
   • 
   • AndyH
   • February 21, 2006

5. Cross-Tested: Seminars, Book, etc

   By Guest TCP, March 2, 2004
   • 5 replies
   • 1.9k views
   • 
   • AndyH
   • March 3, 2004

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

   By Tom, January 2, 2024
   • 13 replies
   • 1.9k views
   • 
   • Kattdogg12
   • January 24, 2024

7. Average Benefits % Test calculations

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

8. Excluding Son of HCE vs. 0% allocation

   By Guest chris4013, December 12, 2005
   • 3 replies
   • 1.9k views
   • 
   • Tom Poje
   • December 13, 2005

9. New Comp Groups /age

   By Guest AlyssaC, April 12, 2006
   • 7 replies
   • 1.9k views
   • 
   • Guest
   • April 12, 2006

10. 410(b) Failure

    By mming, February 7, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 7, 2002

11. Gateway/Top Heavy

    By Gilmore, December 15, 2003
    • 6 replies
    • 1.9k views
    • 
    • Gilmore
    • December 15, 2003

12. Allocation limit?

    By pbarrett, March 13, 2003
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • March 17, 2003

13. Cross-Tested Formulas in Prototype Plans

    By Laura Harrington, May 23, 2008
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 27, 2008

14. Statutory exclusions for X-testing

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

15. Re: writen notification as to $$ to be alloceted to each group

    By Guest Alex Calin, April 4, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 4, 1999

16. sources to include in Average Benefits Percentage test of 401(a)(4)

    By Guest Jay B. Fitzgibbons, February 23, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 23, 2000

17. Deemed CODA concern - profit sharing contribution taken into account for partnership distribution

    By Moosen14, April 27, 2021
    • 6 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 27, 2021

18. Age Weighted PS Plan

    By dmb, April 29, 2011
    • 2 replies
    • 1.9k views
    • 
    • dmb
    • April 29, 2011

19. Cross testing w/w/o QNEC

    By Guest mparker2028, December 13, 2005
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 13, 2005

20. Owner's Son Now Eligible

    By Logan401, February 14, 2013
    • 12 replies
    • 1.8k views
    • 
    • chc93
    • February 16, 2013

21. Small 401k that may allow 100% HCE deferral

    By Guest rickw, January 8, 2003
    • 18 replies
    • 1.8k views
    • 
    • AndyH
    • February 4, 2003

22. Cross-Tested plan with only HCE employeea

    By Guest vqualplan, October 18, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 18, 2005

23. Can Minimum Gateway be avoided for an allocation group whose allocation is 0% (not benefitting)?

    By Guest PLHart, October 15, 2003
    • 5 replies
    • 1.8k views
    • 
    • Archimage
    • October 15, 2003

24. Basic Guidelines to New Comparability / Cross Testing Available?

    By Guest crosseyedtester, November 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 22, 2002

25. Amend after the end of the plan year

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

26. S-Corp New Comparability 401k plan

    By dmb, October 31, 2019
    • 6 replies
    • 1.8k views
    • 
    • spiritrider
    • November 22, 2019

27. elective deferrals

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

28. crosstesting tables

    By Guest 401kproman, January 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 30, 2002

29. Combined Plan Top Heavy

    By stbennet, January 30, 2013
    • 3 replies
    • 1.8k views
    • 
    • stbennet
    • January 30, 2013

30. Prevailing Wage/Cross-Tested Plan

    By Laura Harrington, November 25, 2008
    • 1 reply
    • 1.8k views
    • 
    • 12AX7
    • December 9, 2008

31. ESOP Aggregation with DB?

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

32. document language for cross-testing

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

33. 0% Allocation group

    By Alonzo, December 29, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 1998

34. Roth 401k with New Comp PS

    By dmb, May 27, 2008
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • May 27, 2008

35. Average Benefit Test - Allocations vs Accruals

    By MGOAdmin, September 3, 2015   

    • average benefit test
    • allocation
    • (and 3 more)

      Tagged with:

      • average benefit test
      • allocation
      • accrual
      • contribution
      • benefit
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • September 3, 2015

36. Want to understand how to calculate a New Comp...

    By K-t-F, March 15, 2004
    • 13 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 19, 2004

37. DC/DB combo plans

    By Guest Napili, June 1, 2003
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • June 2, 2003

38. Defining Classes

    By Dazednconfused, April 26, 2010
    • 9 replies
    • 1.8k views
    • 
    • BG5150
    • May 11, 2010

39. LRM #94 - Text of Rev. Proc. 2011–49: Opinion and Advisory Letters for Pre-Approved Retirement Plan Documents

    By buckaroo, October 6, 2011
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 9, 2011

40. Can you allocate just a 3% top heavy contribution to a cross tested pl

    By Guest Julie Woulfe, September 18, 2002
    • 9 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 22, 2002

41. top heavy

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

42. Average Benefits Test

    By PensionPro, February 10, 2012
    • 6 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

43. (a)(4) testing

    By Blinky the 3-eyed Fish, February 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • February 15, 2002

44. In a new comparability plan, is it improper to define the classes by s

    By AndyT, April 10, 2001
    • 5 replies
    • 1.8k views
    • 
    • AndyT
    • April 12, 2001

45. Top-paid group

    By abanky, January 23, 2007
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • January 23, 2007

46. Top Heavy Safe Harbor Cross Tested

    By Guest cease, August 21, 2003
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2003

47. 2 Participant Plan

    By Logan401, April 5, 2013
    • 8 replies
    • 1.8k views
    • 
    • chc93
    • April 5, 2013

48. Cross Testing

    By dmb, August 30, 2013
    • 0 replies
    • 1.8k views
    • 
    • dmb
    • August 30, 2013

49. gateway testing

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

50. Old Cross teted Question

    By Hoard1, September 29, 2000
    • 6 replies
    • 1.8k views
    • 
    • Hoard1
    • October 2, 2000