Cross-Tested Plans

1,233 topics in this forum

1. Cross Testing with SHNEC and TH minimum

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

2. 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

3. ESOP's and Gateway

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

4. New Comp Nondiscrimination Testing

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

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

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

6. New Comp Employee Groups - How to define

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

7. 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

8. New Comp / Safe Harbor 401(k)

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

9. New Comparibility Calculation

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

10. Related employers - 1 failing coverage

    By Guest M. Martin, March 23, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 24, 2007

11. Gateway ?

    By abanky, March 14, 2007
    • 12 replies
    • 3.3k views
    • 
    • zimbo
    • March 19, 2007

12. allocation classes tied to allocation rates

    By Golgi, February 23, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • March 18, 2007

13. Insurance in a DB/DC cross tested arrangement

    By Guest saeissler, March 9, 2007
    • 9 replies
    • 2.6k views
    • 
    • Mike Preston
    • March 12, 2007

14. top 20% and cross testing

    By Guest Lawrenceg, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 9, 2007

15. New Comp Allocation & ADP refund

    By pmacduff, February 22, 2007
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • February 28, 2007

16. QSLOB question

    By Guest Bearlee, February 27, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 27, 2007

17. Gateway in a PS/401(k) Plan

    By YankeeFan, February 8, 2007
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 9, 2007

18. New Comp Group Title issue

    By dmb, February 8, 2007
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • February 9, 2007

19. cross tested plan

    By pmacduff, February 8, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2007

20. Request for Proposal

    By Guest Dash02, February 6, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2007

21. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • February 2, 2007

22. Top-paid group

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

23. Otherwise Excludable Employees

    By Guest Rutager, January 16, 2007
    • 4 replies
    • 2.7k views
    • 
    • AndyH
    • January 16, 2007

24. Target Benefit Question

    By jkharvey, January 10, 2007
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 12, 2007

25. Min Gateway as safety net for End of Yr requirement?

    By Guest rickw, December 31, 2006
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 3, 2007

26. rate groups

    By abanky, December 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 18, 2006

27. Allowing owners (by family attribution) to opt out of participation

    By Guest Troy S., December 14, 2006
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • December 14, 2006

28. elective deferrals

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

29. 401(a)(4) Testing Group

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

30. Which mortality table to use?

    By FAPInJax, December 7, 2006
    • 7 replies
    • 2.8k views
    • 
    • AndyH
    • December 11, 2006

31. Smoothly Increasing Allocation Rates & 410(b)

    By Guest Ervin B, November 30, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 2006

32. Cross - tested contribution

    By Guest wlank, November 14, 2006
    • 6 replies
    • 2.4k views
    • 
    • SoCalActuary
    • November 29, 2006

33. List of required modifications

    By blue, November 28, 2006
    • 1 reply
    • 2.4k views
    • 
    • Tom Poje
    • November 29, 2006

34. New Comparability Allocation Groups

    By 401_4_ever, November 11, 2006
    • 13 replies
    • 4.9k views
    • 
    • AndyH
    • November 16, 2006

35. Gateway and 2 plans

    By Guest Beachgirl, October 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • October 12, 2006

36. Eligibility Amendment

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

37. SELF EMPLOYED ISSUE

    By Guest Big Al, July 26, 2006
    • 19 replies
    • 5.4k views
    • 
    • Guest
    • September 2, 2006

38. Allocation Rates

    By Guest Golden401k, July 18, 2006
    • 7 replies
    • 3.3k views
    • 
    • AndyH
    • July 19, 2006

39. Employee Groups

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

40. Affiliated Service Group/Whose an HCE Question

    By Guest Grumpy456, June 12, 2006
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 16, 2006

41. Cross Tested allocation

    By pmacduff, June 2, 2006
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 2, 2006

42. New Comp and Aggregation

    By wsp, June 1, 2006
    • 3 replies
    • 1.7k views
    • 
    • Jim Norman
    • June 2, 2006

43. New Comparability and DB Plan

    By Guest WWPDRC, May 26, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2006

44. Using benefits from Union Plan to help pass 401(a)(4) and other testing

    By Guest TracyAndrews, May 18, 2006
    • 9 replies
    • 3.1k views
    • 
    • AndyH
    • May 26, 2006

45. Can 401(k) SHNEC be included in age or service schedule?

    By Guest acmtpa, May 11, 2006
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • May 18, 2006

46. Must Plans Be Aggregated For Gateway Testing

    By ERISA1, February 2, 2006
    • 13 replies
    • 4k views
    • 
    • AndyH
    • May 9, 2006

47. Defined Benefit Replacement Allocations

    By dmb, April 24, 2006
    • 4 replies
    • 2k views
    • 
    • rcline46
    • April 25, 2006

48. Cross-Tested Plan Testing

    By Guest slugn, April 18, 2006
    • 6 replies
    • 3k views
    • 
    • Tom Poje
    • April 21, 2006

49. New Comp Groups /age

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

50. Cross-Testing

    By Guest Golden401k, March 29, 2006
    • 19 replies
    • 5.3k views
    • 
    • Mike Preston
    • March 31, 2006