Cross-Tested Plans

1,234 topics in this forum

1. Cross-Testing

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

2. New Comp

   By Guest moltengater, March 22, 2006
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • March 30, 2006

3. Gateway

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

4. misc info

   By Tom Poje, March 22, 2006
   • 0 replies
   • 1.4k views
   • 
   • Tom Poje
   • March 22, 2006

5. Limit compensation?

   By Guest esi-jht, March 13, 2006
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • March 13, 2006

6. Crosstesting - passing ratio

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

7. TH Cross-Tested Plan w/ 401(k)

   By Guest dannyoc13, March 3, 2006
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • March 3, 2006

8. Two Plans and General testing

   By Dougsbpc, February 28, 2006
   • 2 replies
   • 2.2k views
   • 
   • Dougsbpc
   • February 28, 2006

9. Minimum allocation rate for age-based schedule

   By MWeddell, February 21, 2006
   • 14 replies
   • 4.1k views
   • 
   • AndyH
   • February 28, 2006

10. Top Heavy Plan

    By Guest RJF, February 24, 2006
    • 1 reply
    • 2.2k views
    • 
    • Archimage
    • February 27, 2006

11. Accrued to Date (Old MP Money)

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

12. Termed Participants on Relius

    By Guest IBlameTedBenna, February 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 15, 2006

13. Cross Tested PS Plan with 401(k) deferrals

    By Guest KAGrist, February 3, 2006
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • February 6, 2006

14. Smoothly Increasing - regular intervals

    By dmb, January 26, 2006
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • January 26, 2006

15. Gateway Exception

    By AndyH, January 23, 2006
    • 5 replies
    • 2.9k views
    • 
    • AndyH
    • January 26, 2006

16. Can EBARs be calculated based on participant pay in top heavy year?

    By Guest Dash02, January 10, 2006
    • 11 replies
    • 3.4k views
    • 
    • Tom Poje
    • January 17, 2006

17. Preparation of 1099 for "current economic benefit" of life insurance coverage

    By SteveH, January 16, 2006
    • 9 replies
    • 8.7k views
    • 
    • SteveH
    • January 17, 2006

18. Deemed CODA

    By Guest mparker2028, January 5, 2006
    • 4 replies
    • 3.2k views
    • 
    • Tom Poje
    • January 5, 2006

19. Discrimination testing for 3% SHNECs

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

20. Cross Testing with Deferrals

    By Guest dpasi, December 6, 2005
    • 9 replies
    • 3k views
    • 
    • AndyH
    • December 28, 2005

21. How long has cross testing been available?

    By TBob, December 20, 2005
    • 9 replies
    • 2.3k views
    • 
    • AndyH
    • December 27, 2005

22. Allocation to one group only-cross tested

    By betheeg, December 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • betheeg
    • December 23, 2005

23. Cross Testing without Profit Sharing

    By Nate X, December 15, 2005
    • 6 replies
    • 2.4k views
    • 
    • jquazza
    • December 22, 2005

24. SARSEP and Profit Sharing

    By Guest Suanne, December 20, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 20, 2005

25. Testing a BRF

    By Guest Partly Cloudy, December 15, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 15, 2005

26. Excluding Son of HCE vs. 0% allocation

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

27. Cross testing w/w/o QNEC

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

28. Cross-tested with a match

    By FJR, April 5, 2005
    • 15 replies
    • 3.3k views
    • 
    • Guest
    • December 9, 2005

29. NRDs are different

    By Guest lerieleech, December 2, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2005

30. Improper Classifications?

    By Guest IBlameTedBenna, November 30, 2005
    • 16 replies
    • 3.5k views
    • 
    • Guest
    • December 8, 2005

31. Terminated participants

    By Guest RJF, December 7, 2005
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 7, 2005

32. Cross Tested with no HCE's?

    By TBob, November 29, 2005
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • November 30, 2005

33. Short Plan Year

    By Guest RJF, November 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 30, 2005

34. Reasonable classification and compensation bands

    By Guest Glen Archinal, November 28, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 28, 2005

35. SHMAC & gateway minimum

    By pmacduff, November 11, 2005
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • November 14, 2005

36. What does "old comparability" mean?

    By Guest Grumpy455, November 1, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • November 3, 2005

37. New Cross Tested Plan - Partial Year

    By DP, October 25, 2005
    • 10 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2005

38. Excluded employee

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

39. More than gateway? How?

    By Earl, October 1, 2005
    • 17 replies
    • 3.8k views
    • 
    • Mike Preston
    • October 26, 2005

40. Cross-Tested plan with only HCE employeea

    By Guest vqualplan, October 18, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 18, 2005

41. Need Cite Please

    By DP, September 14, 2005
    • 6 replies
    • 2.4k views
    • 
    • Tom Poje
    • October 13, 2005

42. 3% Safe Harbor 401k with X-tested PS

    By dmb, September 16, 2005
    • 6 replies
    • 2.2k views
    • 
    • jquazza
    • September 28, 2005

43. Birth dates to define allocation groups

    By Guest RAA, September 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • could be me maybe not
    • September 27, 2005

44. Safe-Harbor-Cross Test w/imputed disparity

    By JAY21, September 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • JAY21
    • September 15, 2005

45. Traditional Allocation

    By pbarrett, September 13, 2005
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 15, 2005

46. Change to Cross-Tested Midyear?

    By DP, September 7, 2005
    • 14 replies
    • 2.2k views
    • 
    • AndyH
    • September 13, 2005

47. Ratio % vs average benefits

    By Guest padmin, September 13, 2005
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • September 13, 2005

48. Interst Rate Assumption

    By blue, August 17, 2005
    • 8 replies
    • 2k views
    • 
    • ak2ary
    • August 24, 2005

49. IRS challenges "every participant is own allocation group" under audit

    By Guest jscarecrow, August 8, 2005
    • 5 replies
    • 2.3k views
    • 
    • ak2ary
    • August 24, 2005

50. Top Heavy Minimum

    By blue, August 18, 2005
    • 3 replies
    • 1.8k views
    • 
    • Effen
    • August 18, 2005