Cross-Tested Plans

1,234 topics in this forum

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

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

2. Two Plans and General testing

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

3. Top Heavy Plan

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

4. Minimum allocation rate for age-based schedule

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

5. Accrued to Date (Old MP Money)

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

6. Termed Participants on Relius

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

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

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

8. Must Plans Be Aggregated For Gateway Testing

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

9. Smoothly Increasing - regular intervals

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

10. Gateway Exception

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

11. 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

12. 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

13. Deemed CODA

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

14. Discrimination testing for 3% SHNECs

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

15. Allocation to one group only-cross tested

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

16. SARSEP and Profit Sharing

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

17. How long has cross testing been available?

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

18. Testing a BRF

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

19. Cross Testing without Profit Sharing

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

20. Cross testing w/w/o QNEC

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

21. Excluding Son of HCE vs. 0% allocation

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

22. Terminated participants

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

23. Cross Testing with Deferrals

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

24. Classification of Owners and their children

    By KateSmithPA, December 5, 2005
    • 9 replies
    • 2.6k views
    • 
    • Mike Preston
    • August 22, 2007

25. NRDs are different

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

26. Improper Classifications?

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

27. Short Plan Year

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

28. Cross Tested with no HCE's?

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

29. Reasonable classification and compensation bands

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

30. SHMAC & gateway minimum

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

31. What does "old comparability" mean?

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

32. Excluded employee

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

33. New Cross Tested Plan - Partial Year

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

34. Cross-Tested plan with only HCE employeea

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

35. More than gateway? How?

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

36. 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

37. 3% Safe Harbor 401k with X-tested PS

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

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

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

39. Need Cite Please

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

40. Traditional Allocation

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

41. Ratio % vs average benefits

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

42. Change to Cross-Tested Midyear?

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

43. Top Heavy Minimum

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

44. Interst Rate Assumption

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

45. Using social security normal retirement age

    By Guest dietpepsi, August 15, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2005

46. Testing age for DB DC combo?

    By Guest Arlingtonray, August 9, 2005
    • 2 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

47. 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

48. Rate group question

    By FJR, July 28, 2005
    • 2 replies
    • 1.6k views
    • 
    • could be me maybe not
    • July 28, 2005

49. Avoiding gateway in DB/DC combo

    By R. Butler, July 15, 2005
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2005

50. It looks too good!

    By Guest saeissler, July 15, 2005
    • 10 replies
    • 2.6k views
    • 
    • AndyH
    • July 25, 2005