Cross-Tested Plans

1,233 topics in this forum

1. Old Cross teted Question

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

2. cross tested plan

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

3. Allocation Formula for Classes of Employees

   By Guest, September 23, 1999
   • 1 reply
   • 1.8k views
   • 
   • chris
   • September 23, 1999

4. Type of doc for cross test alloc

   By Guest cascigm, February 12, 1999
   • 4 replies
   • 1.8k views
   • 
   • Ervin Barham
   • February 18, 1999

5. 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

6. New or amended to Cross Tested Plan?

   By Guest SPollock, January 21, 1999
   • 4 replies
   • 1.8k views
   • 
   • MWeddell
   • January 23, 1999

7. Imputing Disparity

   By Archimage, October 30, 2002
   • 7 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 1, 2002

8. 5% Gateway for disaggregated group?

   By Richard Anderson, December 21, 2001
   • 3 replies
   • 1.8k views
   • 
   • Mike Preston
   • December 27, 2001

9. Shareholder daughter allocation in cross tested formula

   By Guest MEGary, July 13, 2001
   • 5 replies
   • 1.8k views
   • 
   • Mike Preston
   • January 24, 2002

10. New Comp plan, coverage, and ABT

    By buckaroo, November 7, 2016
    • 16 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2016

11. ABPT and refunded 401(k) Conts

    By buckaroo, June 16, 2008
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • June 19, 2008

12. 2002 Cross Tested Top Heavy Integrated 401(k) Profit Sharing Plan

    By Guest MCarey1, May 29, 2002
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 29, 2002

13. Cross Testing With Terminated Participants

    By Guest HoopsForBM, March 1, 2011
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 2, 2011

14. Cross-Tested 401(k) Plan with Prevailing Wage

    By Guest 4:15 Limit, November 2, 2011
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • November 3, 2011

15. Smoothly Increasing Allocation Rates & 410(b)

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

16. 415 limit vs Gateway Allocation

    By Dennis Povloski, November 18, 2011
    • 7 replies
    • 1.8k views
    • 
    • buckaroo
    • November 22, 2011

17. Component Plan / Restructuring

    By austin3515, January 27, 2021
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • January 29, 2021

18. Gateway with ATD testing

    By LarryDavid, June 23, 2011
    • 4 replies
    • 1.8k views
    • 
    • LarryDavid
    • June 23, 2011

19. What do you do with a new client that had a new comparability prototyp

    By MR, August 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dawn Hafner
    • April 20, 2001

20. Cross testing Groups

    By perkinsran, November 7, 2002
    • 5 replies
    • 1.8k views
    • 
    • perkinsran
    • November 8, 2002

21. Rate banding

    By Belgarath, February 4, 2020
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • February 14, 2020

22. Crosstesting - passing ratio

    By Guest Betsy Oakey, March 3, 2006
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • March 3, 2006

23. Aggregate plans and change from different to same plan years

    By SRM, December 3, 2004
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • December 3, 2004

24. 3% NESH used for Safe Harbor ACP and part of PS?

    By Guest Newbie-In-Training, June 3, 2010
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • June 3, 2010

25. Cross Tested Profit Sharing Plan Scenario

    By Guest MCarey1, October 21, 2002
    • 3 replies
    • 1.8k views
    • 
    • Fred Payne
    • October 25, 2002

26. Excluded employee

    By Earl, October 28, 2005
    • 3 replies
    • 1.7k views
    • 
    • could be me maybe not
    • October 31, 2005

27. plans subject to gateway

    By Guest 401kproman, February 19, 2003
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 20, 2003

28. Determination of Participants in a Particular Group

    By chris, November 22, 2013
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 25, 2013

29. Allocation and testing inclusion of EE who didn't work

    By Guest Dash02, March 25, 2010
    • 11 replies
    • 1.7k views
    • 
    • ak2ary
    • March 30, 2010

30. inclusion of owner's 12 year old son

    By dmb, July 23, 2001
    • 7 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 24, 2001

31. Cross testing DC plan for sponsor with DB plan

    By AndyH, January 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • January 16, 2001

32. Top Heavy & the Cross-test

    By Fred Payne, March 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • March 20, 2002

33. Top Heavy Minimum

    By blue, August 18, 2005
    • 3 replies
    • 1.7k views
    • 
    • Effen
    • August 18, 2005

34. Cross tested 401k with leased employees

    By dmb, November 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 30, 2000

35. New Comp Group Title issue

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

36. Cross testing

    By Guest Mmyrold, December 16, 2010
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • December 17, 2010

37. Cross Testing a Controlled Group

    By dmb, February 11, 2003
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 11, 2003

38. classifications

    By betheeg, December 30, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 6, 2003

39. Testing option consistency for (k)/cross tested PS plan

    By AndyH, February 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 20, 2002

40. Class of One Participant Allowed?

    By chris, February 27, 2002
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 28, 2002

41. Includable/excludable employees

    By Guest Phil L, November 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 19, 1999

42. One or Two SPD's

    By Guest, April 13, 2000
    • 5 replies
    • 1.7k views
    • 
    • Steve72
    • July 31, 2002

43. Age to Normalize Benefits

    By Dougsbpc, May 15, 2012
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • May 18, 2012

44. Mortality Tables

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

45. Accrued-to-date Testing Years with Permissive Aggregation

    By Guest Mark Draa, March 17, 2004
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • March 19, 2004

46. DB/DC Gateway after DB Freeze of large NHCE group

    By LarryDavid, January 25, 2011
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • February 15, 2011

47. Average Benefits test inclusion for plan with separate eligibility req

    By AndyH, January 5, 2000
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • January 7, 2000

48. Reference books for cross-tested plans

    By R. Butler, August 30, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2000

49. Who's Required to Receive Minimum Alloc. Gateway

    By Guest dash, August 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 28, 2003

50. 401(k) Cross Test Plan

    By Guest Thornton, December 31, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2003