Cross-Tested Plans

1,233 topics in this forum

1. Waiver of Participation - Disqualification of Plan

   By Guest Nadia, July 11, 2002
   • 4 replies
   • 1.4k views
   • 
   • Richard Anderson
   • July 11, 2002

2. Two DC plans - gateway coordination

   By John Feldt ERPA CPC QPA, February 5, 2021
   • 4 replies
   • 965 views
   • 
   • Will.I.Am
   • June 27, 2022

3. Safe Harbor vs. Midpoint

   By Fred Payne, December 2, 2001
   • 4 replies
   • 3.5k views
   • 
   • Guest
   • December 3, 2001

4. IMPUTED DISPARITY IN CROSS TESTED 401(k) PS

   By pmacduff, August 25, 2004
   • 4 replies
   • 2k views
   • 
   • pmacduff
   • August 25, 2004

5. "Elective" disaggregation and impact on 401(a)(4) testing.

   By AndyH, December 28, 2000
   • 4 replies
   • 3.6k views
   • 
   • AndyH
   • January 24, 2001

6. "Rate Banding"

   By BG5150, October 17, 2013
   • 4 replies
   • 4.8k views
   • 
   • John Feldt ERPA CPC QPA
   • October 18, 2013

7. Grouping of rates/EBR's under 1.401(a)(4)-(2) and (3)

   By Belgarath, November 28, 2017
   • 4 replies
   • 984 views
   • 
   • CuseFan
   • November 28, 2017

8. cross-tested 401(k) - failing gateway for terminated empoyees

   By M Norton, February 13, 2020   

   • cross-tested plan
   • gateway for terminated employees
   • 4 replies
   • 1.5k views
   • 
   • Jake Wright
   • February 14

9. Safe-harbor 401(k) combined w/ Cross Tst

   By Guest SPollock, January 21, 1999
   • 4 replies
   • 1.9k views
   • 
   • MWeddell
   • January 23, 1999

10. New or amended to Cross Tested Plan?

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

11. Is gateway required

    By Jakyasar, July 1, 2020
    • 4 replies
    • 1.1k views
    • 
    • Jakyasar
    • July 1, 2020

12. Can SH w/ NC be TH?

    By masteff, September 6, 2007
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

13. Gateway with ATD testing

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

14. Type of doc for cross test alloc

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

15. Testing a 401(k) plan with multiple eligibility requirements

    By Guest, May 24, 2001
    • 4 replies
    • 2.1k views
    • 
    • jaemmons
    • May 29, 2001

16. Waiver of participation issues

    By AndyH, May 24, 2001
    • 4 replies
    • 1.7k views
    • 
    • jaemmons
    • June 8, 2001

17. Not sure on this one.....

    By Bri, May 16, 2019
    • 4 replies
    • 716 views
    • 
    • Bri
    • May 17, 2019

18. 11g Amendment

    By PensionPro, May 25, 2012
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • May 29, 2012

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

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

20. Any DATAIR users out there?

    By lkpittman, February 25, 2003
    • 4 replies
    • 1.1k views
    • 
    • kocak
    • March 2, 2003

21. Cross-tested groups

    By Guest Ashley, December 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 22, 2003

22. Documentation for Cross Tested Plan

    By Hoard1, June 29, 1999
    • 4 replies
    • 1.6k views
    • 
    • Ervin Barham
    • July 21, 1999

23. Graded Formula and Gateway--Will This "Fly?"

    By lkpittman, March 17, 2003
    • 3 replies
    • 1k views
    • 
    • lkpittman
    • March 17, 2003

24. Testing age

    By Richard Anderson, September 3, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 1999

25. Cross Tested PSP: Adding a subsidiary company

    By Guest Troy S., September 11, 2007
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • September 12, 2007

26. Cross Testing Failure & Testing requirements

    By Dazednconfused, February 26, 2010
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • February 27, 2010

27. Age-Weighted Profit Sharing Plan

    By ac, October 27, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 27, 2003

28. SEPS & Cross-Tested Plans

    By Fred Payne, December 3, 2002
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • December 4, 2002

29. Top Heavy Minimum Allocation

    By mming, December 1, 2009
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 2, 2009

30. Does anyone know what the term "super comparability plan" me

    By John A, October 13, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 2, 1999

31. Cross-tested plans and longevity?

    By Shubha, August 12, 2024
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2024

32. Cross tested top heavy rehire

    By pmacduff, March 23, 2018
    • 3 replies
    • 752 views
    • 
    • BG5150
    • March 23, 2018

33. HCE lookback comp

    By dmb, December 17, 2008
    • 3 replies
    • 2.8k views
    • 
    • JanetM
    • December 18, 2008

34. Reference books for cross-tested plans

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

35. 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

36. Who's employees are they?

    By Dennis Povloski, January 7, 2011
    • 3 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • January 10, 2011

37. Testing Age

    By Blinky the 3-eyed Fish, February 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 28, 2003

38. 2 plans with 2-year eligibility

    By Bri, April 18, 2022
    • 3 replies
    • 4.1k views
    • 
    • Mike Preston
    • April 20, 2022

39. Accrual to date Method

    By perkinsran, June 6, 2002
    • 3 replies
    • 2.2k views
    • 
    • AndyH
    • June 25, 2002

40. ERISA 403(b) plan - general test for coverage

    By Belgarath, August 22, 2016
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 23, 2016

41. Future of Cross-Tested Plans?

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

42. Question on who to include in the 410(b) and 401(a)(4) tests.

    By AndyT, March 2, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 3, 2000

43. General Test Question

    By Dougsbpc, December 15, 2018
    • 3 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 18, 2018

44. 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

45. Top Heavy Minimum

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

46. Excluded employee

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

47. Gateway provided in another DC plan?

    By Guest Judy S, May 14, 2003
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • May 15, 2003

48. 414(s) consistency

    By KJohnson, November 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 18, 2003

49. Accrued to date testing method

    By Guest Scott McHenry, January 18, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 18, 2002

50. Using ABPT to pass Coverage

    By Dougsbpc, July 11, 2022
    • 3 replies
    • 1.4k views
    • 
    • DBnme
    • August 26, 2022