Cross-Tested Plans

1,234 topics in this forum

1. Gateway and Individual Groups

   By Guest RMPension, June 9, 2008
   • 28 replies
   • 6.4k views
   • 
   • ak2ary
   • June 30, 2008

2. gateway and irrevocable election

   By Guest shronesz, February 26, 2003
   • 13 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • February 28, 2003

3. gateway and multiple formula situation

   By AndyH, May 16, 2003
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • May 16, 2003

4. Gateway and Top Heavy

   By Gilmore, December 5, 2002
   • 24 replies
   • 5.7k views
   • 
   • KJohnson
   • January 27, 2003

5. Gateway between MP, PS with differing eligibility

   By mwyatt, July 23, 2003
   • 5 replies
   • 1.2k views
   • 
   • mwyatt
   • July 24, 2003

6. Gateway Compensation & Inclusion

   By Hoard1, February 12, 2002
   • 2 replies
   • 1.6k views
   • 
   • Hoard1
   • February 12, 2002

7. gateway contribution = 3% SH + 2% PS. Does PS have to be 100% vested?

   By Santo Gold, November 6, 2017
   • 3 replies
   • 1.1k views
   • 
   • Santo Gold
   • November 8, 2017

8. Gateway COntribution COnfusion

   By perkinsran, February 7, 2005
   • 9 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • February 14, 2005

9. Gateway Contribution for plan with a "terminated" participant group

   By Guest Scrappy, April 2, 2004
   • 3 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • April 2, 2004

10. gateway contributions and double counting the 3%

    By Guest lworthington, August 5, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • August 6, 2002

11. Gateway Determination in Cross Tested 401kPS with SH Match

    By cheersmate, December 6, 2014   

    • gateway
    • cross tested
    • (and 1 more)

      Tagged with:

      • gateway
      • cross tested
      • Safe Harbor Match
    • 6 replies
    • 3.4k views
    • 
    • chc93
    • December 9, 2014

12. Gateway Exception

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

13. Gateway For a Plan Using 414(s) Comp

    By Guest merlin, January 10, 2003
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 10, 2003

14. Gateway for HCE's only?

    By kmciver, November 25, 2002
    • 8 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 3, 2002

15. Gateway for Otherwise Excludable Employees

    By LJI, March 9, 2018
    • 2 replies
    • 2.5k views
    • 
    • LJI
    • March 12, 2018

16. Gateway in a PS/401(k) Plan

    By YankeeFan, February 8, 2007
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 9, 2007

17. Gateway Minimum

    By Rob P, June 18, 2010
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • June 24, 2010

18. Gateway Minimum

    By §#$%!, March 23, 2012
    • 16 replies
    • 12.2k views
    • 
    • frizzyguy
    • March 28, 2012

19. Gateway Minimum

    By Guest cynthiar, December 10, 2003
    • 12 replies
    • 2k views
    • 
    • AndyH
    • December 16, 2003

20. Gateway Minimum

    By Guest tcunagin, December 10, 2003
    • 1 reply
    • 985 views
    • 
    • Tom Poje
    • December 11, 2003

21. Gateway Minimum

    By stephen20, January 25, 2020   

    • cross tested
    • profit sharing plan
    • 2 replies
    • 744 views
    • 
    • stephen20
    • January 26, 2020

22. Gateway Minimum

    By commishvp, January 7, 2008
    • 18 replies
    • 7.9k views
    • 
    • AndyH
    • April 25, 2008

23. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • February 2, 2007

24. Gateway Minimum in a Top Heavy Plan with Participation Compensation

    By Towanda, February 12, 2018
    • 2 replies
    • 1.1k views
    • 
    • Towanda
    • February 12, 2018

25. Gateway Minimum using Disaggregation in 403(b) Plan

    By bcmom, August 1, 2013   

    • Gateway Minimum
    • Disaggregation
    • (and 1 more)

      Tagged with:

      • Gateway Minimum
      • Disaggregation
      • 403(b) Plan
    • 4 replies
    • 3.8k views
    • 
    • rcline46
    • August 1, 2013

26. Gateway Minimums

    By ConnieStorer, October 21, 2020   

    • db\dc combo plan
    • 2 replies
    • 749 views
    • 
    • ConnieStorer
    • October 22, 2020

27. Gateway minimums...

    By jaemmons, December 16, 2002
    • 8 replies
    • 2.2k views
    • 
    • Belgarath
    • December 18, 2002

28. Gateway must be met if ABT done as benefits?

    By Guest dietpepsi, July 16, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 17, 2008

29. Gateway provided in another DC plan?

    By Guest Judy S, May 14, 2003
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • May 15, 2003

30. Gateway Question

    By Dougsbpc, January 21, 2019
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 21, 2019

31. Gateway required for Otherwise Excludable Employees?

    By LarryDavid, July 6, 2011
    • 5 replies
    • 3.7k views
    • 
    • LarryDavid
    • August 26, 2011

32. Gateway required?

    By Belgarath, April 11, 2018
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • April 12, 2018

33. Gateway Required?

    By Andy the Actuary, July 10, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 12, 2009

34. Gateway rule

    By Guest Napili, May 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 12, 2003

35. Gateway Test and Multiple Plans

    By jquazza, November 1, 2002
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • November 4, 2002

36. gateway test when def/SH & PS have diff elig requirements

    By Audrey, May 14, 2024
    • 3 replies
    • 1.2k views
    • 
    • Audrey
    • May 14, 2024

37. gateway testing

    By Chippy, February 12, 2015
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 24, 2015

38. Gateway testing

    By Chippy, March 5, 2019
    • 7 replies
    • 1.6k views
    • 
    • Chippy
    • March 5, 2019

39. Gateway Testing and Prevailing Wage Contributions

    By Guest Grumpy455, April 27, 2005
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • April 27, 2005

40. Gateway to otherwise excludable

    By BG5150, January 8, 2019
    • 20 replies
    • 3.3k views
    • 
    • duckthing
    • January 16, 2019

41. Gateway vs. Special Gateway Minimum Requirement

    By ERISA1, June 5, 2015
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • June 16, 2015

42. Gateway with ATD testing

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

43. Gateway With dual Eligibility

    By Nate X, March 9, 2009
    • 8 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 10, 2009

44. Gateway, Top Heavy, and Class Exclusion

    By Lynn Campbell, August 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • August 12, 2003

45. Gateway/2 Year service question

    By AndyH, December 8, 2008
    • 11 replies
    • 2.1k views
    • 
    • BG5150
    • December 9, 2008

46. Gateway/Top Heavy

    By Gilmore, December 15, 2003
    • 6 replies
    • 1.9k views
    • 
    • Gilmore
    • December 15, 2003

47. General Non-Discrimination Testing

    By Towanda, June 14, 2018   

    • integrated
    • cash balance
    • (and 1 more)

      Tagged with:

      • integrated
      • cash balance
      • combo plans
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • June 15, 2018

48. General Test for One Plan but not the other?

    By Dougsbpc, June 15, 2017
    • 6 replies
    • 1.1k views
    • 
    • Dougsbpc
    • July 9, 2017

49. General Test Question

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

50. General Test SEP w/DB plan ?

    By JAY21, July 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • JAY21
    • July 26, 2004