Cross-Tested Plans

1,234 topics in this forum

1. ESOP's and Gateway

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

2. Everyone in own group--can't use which test?

   By BG5150, December 22, 2015
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • December 22, 2015

3. Excel for Cross Testing Modeling

   By Ken_BenefitScape, December 31, 2023   

   • cross testing
   • sep ira
   • 3 replies
   • 1k views
   • 
   • Bri
   • January 2, 2024

4. Excludable from ABT?

   By BG5150, February 7, 2017
   • 6 replies
   • 928 views
   • 
   • Mike Preston
   • February 8, 2017

5. Excluded by Job Class

   By Becky Schwing, December 9, 2020
   • 1 reply
   • 776 views
   • 
   • C. B. Zeller
   • December 9, 2020

6. Excluded Class - New Minimum Allocation Gateway

   By lkpittman, June 20, 2001
   • 7 replies
   • 2k views
   • 
   • Tom Poje
   • September 17, 2002

7. Excluded employee

   By Earl, October 28, 2005
   • 3 replies
   • 1.8k views
   • 
   • could be me maybe not
   • October 31, 2005

8. Excluding category from safe harbor nonelective

   By dmwe, January 7, 2016
   • 1 reply
   • 995 views
   • 
   • Lou S.
   • January 7, 2016

9. Excluding HC's in the general test

   By Guest dietpepsi, September 17, 2003
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • September 17, 2003

10. Excluding HCE's by Compensation

    By Guest chris4013, May 1, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 1, 2003

11. Excluding HCEs

    By Guest rgorman, June 2, 2005
    • 16 replies
    • 3k views
    • 
    • AndyH
    • July 14, 2005

12. Excluding One Child Out of a Family of Owners

    By Guest Jimmy B, April 14, 2003
    • 11 replies
    • 2.1k views
    • 
    • AndyH
    • April 29, 2003

13. Excluding otherwise excludable employees

    By Guest JLecas, February 26, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2013

14. Excluding Owner(s) from Cross-Testing Contribution

    By Guest Pat of RPC, February 4, 2011
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • February 4, 2011

15. Excluding Son of HCE vs. 0% allocation

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

16. Excluding Union employees from testing

    By dmb, October 11, 2018
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • October 12, 2018

17. Fail Safe Language

    By Lynn Campbell, May 6, 2003
    • 12 replies
    • 5.5k views
    • 
    • Tom Poje
    • June 3, 2003

18. Fail Safe language for coverage purposes

    By cpc0506, July 17, 2015
    • 10 replies
    • 3.5k views
    • 
    • austin3515
    • July 19, 2015

19. Failed 414(s) test, runinng cross tested 401(a)(4) GNT

    By buckaroo, October 16, 2009
    • 8 replies
    • 4.5k views
    • 
    • AndyH
    • October 21, 2009

20. failed ABT

    By kmciver, March 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 5, 2003

21. Failing Avg Benefits Test - Return 401(k)?

    By Guest gopher2378, March 4, 2008
    • 21 replies
    • 4.8k views
    • 
    • buckaroo
    • April 1, 2008

22. Failing Gateway test

    By Chippy, June 16, 2010
    • 7 replies
    • 2.3k views
    • 
    • Tom Poje
    • June 29, 2010

23. Failing test, what do you think of this?

    By Blinky the 3-eyed Fish, February 18, 2008
    • 7 replies
    • 2.3k views
    • 
    • AndyH
    • March 27, 2008

24. Family Aggregation

    By perkinsran, June 25, 2002
    • 8 replies
    • 1.9k views
    • 
    • perkinsran
    • July 19, 2002

25. Fees for cross tested plans?

    By AndyH, November 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • Fred Payne
    • November 22, 2002

26. First Year DB/DC Combo, DB Counts Prior SVC

    By Guest pension222, June 26, 2003
    • 25 replies
    • 3.2k views
    • 
    • Guest
    • July 2, 2003

27. Flexibility on Cross tested plan with separate rate groups for each HCE

    By Guest rffahey, November 17, 2003
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2003

28. Floor Offset Plan

    By Sunny Gupta, December 12, 2020
    • 1 reply
    • 542 views
    • 
    • C. B. Zeller
    • December 15, 2020

29. Floor/offset Plans

    By Guest JonDeckr, July 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 28, 2003

30. Forfeiting ER contributions to correct a failed general test?

    By Guest AJR, November 26, 2003
    • 9 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 1, 2003

31. FORFEITURE ALLOCATION BY RATE GROUP

    By Guest DIB, April 30, 2003
    • 19 replies
    • 3.2k views
    • 
    • Mike Preston
    • May 5, 2003

32. Forfeiture reallocation

    By Richard Anderson, April 24, 2000
    • 2 replies
    • 2.1k views
    • 
    • pjkoehler
    • April 25, 2000

33. Forfeitures with cross testing

    By pmacduff, December 8, 2004
    • 2 replies
    • 1.7k views
    • 
    • pmacduff
    • December 9, 2004

34. Form 5300; Schedule Q

    By Guest RWC, September 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 19, 2001

35. Form 5310 Question When Terminating a Cross-Tested Plan

    By Guest, June 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 13, 2000

36. Form 5500 for Cross Tested Plans

    By Guest Mbrockway, October 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2003

37. Form of Contribution

    By Doghouse, December 11, 2009
    • 0 replies
    • 1.1k views
    • 
    • Doghouse
    • December 11, 2009

38. Frozen Cash Balance Plan

    By LarryDavid, June 2, 2010
    • 2 replies
    • 2.3k views
    • 
    • LarryDavid
    • June 15, 2010

39. Frozen DB plans and New Comp DC

    By buckaroo, November 18, 2013
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • November 22, 2013

40. Full year CB, Half Year PS

    By abanky, April 13, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 13, 2011

41. Full Year Comp & Average Benefit Percentage Test

    By Fred Payne, January 26, 2005
    • 7 replies
    • 3.1k views
    • 
    • jaemmons
    • January 27, 2005

42. Future of Cross-Tested Plans?

    By mwyatt, November 3, 1999
    • 3 replies
    • 1.4k views
    • 
    • mwyatt
    • February 29, 2000

43. Gateway

    By Guest breakwater, March 20, 2006
    • 8 replies
    • 2.4k views
    • 
    • AndyH
    • March 23, 2006

44. Gateway

    By Guest chris4013, May 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003

45. gateway

    By Belgarath, May 6, 2008
    • 8 replies
    • 2.1k views
    • 
    • Belgarath
    • May 7, 2008

46. Gateway

    By Becky Schwing, March 30, 2020
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • April 1, 2020

47. Gateway ?

    By abanky, March 14, 2007
    • 12 replies
    • 3.4k views
    • 
    • zimbo
    • March 19, 2007

48. Gateway allocation

    By k man, October 15, 2003
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2003

49. Gateway and 2 plans

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

50. Gateway and Forfeitures

    By dmb, December 10, 2002
    • 1 reply
    • 999 views
    • 
    • AndyH
    • December 10, 2002