Cross-Tested Plans

1,238 topics in this forum

1. Ratio % vs average benefits

   By Guest padmin, September 13, 2005
   • 1 reply
   • 1.9k views
   • 
   • AndyH
   • September 13, 2005

2. Interst Rate Assumption

   By blue, August 17, 2005
   • 8 replies
   • 2.2k views
   • 
   • ak2ary
   • August 24, 2005

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

   By Guest jscarecrow, August 8, 2005
   • 5 replies
   • 2.5k views
   • 
   • ak2ary
   • August 24, 2005

4. Top Heavy Minimum

   By blue, August 18, 2005
   • 3 replies
   • 2k views
   • 
   • Effen
   • August 18, 2005

5. Using social security normal retirement age

   By Guest dietpepsi, August 15, 2005
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • August 16, 2005

6. Testing age for DB DC combo?

   By Guest Arlingtonray, August 9, 2005
   • 2 replies
   • 2.5k views
   • 
   • Blinky the 3-eyed Fish
   • August 9, 2005

7. Rate group question

   By FJR, July 28, 2005
   • 2 replies
   • 1.8k views
   • 
   • could be me maybe not
   • July 28, 2005

8. It looks too good!

   By Guest saeissler, July 15, 2005
   • 10 replies
   • 3k views
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   • AndyH
   • July 25, 2005

9. Avoiding gateway in DB/DC combo

   By R. Butler, July 15, 2005
   • 1 reply
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • July 15, 2005

10. 3 rate groups...

    By Basically, June 20, 2005
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • July 15, 2005

11. Cross-tested PS Plan with safe-harbor 401(k)

    By ac, February 20, 2004
    • 6 replies
    • 2.7k views
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    • FJR
    • July 14, 2005

12. Excluding HCEs

    By Guest rgorman, June 2, 2005
    • 16 replies
    • 3.2k views
    • 
    • AndyH
    • July 14, 2005

13. Allocations to Groups

    By Archimage, May 24, 2005
    • 6 replies
    • 2.1k views
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    • Archimage
    • May 24, 2005

14. Owner's young child

    By wsp, April 13, 2005
    • 8 replies
    • 2.6k views
    • 
    • AndyH
    • May 2, 2005

15. ABT and term w/ <500 hrs

    By Guest carsonv, April 28, 2005
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 29, 2005

16. Gateway Testing and Prevailing Wage Contributions

    By Guest Grumpy455, April 27, 2005
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • April 27, 2005

17. Top Heavy Minimum and Comp Only While Participant

    By Fred Payne, April 13, 2005
    • 12 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2005

18. changing a group in new comp plan

    By wsp, April 12, 2005
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • April 13, 2005

19. self-employed calc for an age-weighted plan

    By Guest annieap1, April 7, 2005
    • 2 replies
    • 3.1k views
    • 
    • No Name
    • April 8, 2005

20. x-tested plan: integrated

    By Guest padmin, April 6, 2005
    • 11 replies
    • 2.6k views
    • 
    • Tom Poje
    • April 7, 2005

21. can gateway contributions to PSP be offset by sep contribution

    By Guest Ed Dillon, April 6, 2005
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • April 6, 2005

22. Age-weighted 401(k) with 3% nonelective safe-harbor

    By ac, March 23, 2005
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • March 24, 2005

23. Cross Testing & IRC 404(a)(7)(A)

    By Guest Rob Kobrine, March 22, 2005
    • 4 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

24. Easy question for some

    By FJR, March 17, 2005
    • 21 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 18, 2005

25. Cross Testing Homework or Tutorial

    By Guest nrehme, March 16, 2005
    • 19 replies
    • 3.7k views
    • 
    • Tom Poje
    • March 18, 2005

26. Calculating Grouped EBARs

    By Guest merlin, March 18, 2005
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 18, 2005

27. Top heavy plan & minimum gateway requirement

    By Guest M. Martin, March 11, 2005
    • 1 reply
    • 1.8k views
    • 
    • jaemmons
    • March 11, 2005

28. Safe Harbor 401(k)/Cross-tested PS

    By betheeg, March 10, 2003
    • 11 replies
    • 4k views
    • 
    • Tom Poje
    • March 10, 2005

29. New Comparability Provisions

    By Randy Watson, February 25, 2005
    • 14 replies
    • 3.2k views
    • 
    • ERISA1
    • March 9, 2005

30. Different eligibility requirements for different sources

    By dmb, March 8, 2005
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 8, 2005

31. ABT with 2 year wait

    By jaemmons, February 9, 2005
    • 3 replies
    • 2.4k views
    • 
    • Tom Poje
    • February 28, 2005

32. ABT - NHCE concentration %

    By jaemmons, February 14, 2005
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • February 17, 2005

33. Gateway COntribution COnfusion

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

34. Multiple Eligibilty Conditions/Entry Dates - Who's Excludable?

    By Guest merlin, February 10, 2005
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 14, 2005

35. Partnership Compensation

    By Guest c2ddave, February 1, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • February 11, 2005

36. QDRO included in Accrued to Date Account Balance

    By Guest rslagle224, February 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • February 11, 2005

37. Testing a 401(k) w/ new comparability PS plan

    By dmb, February 9, 2005
    • 5 replies
    • 2.3k views
    • 
    • Tom Poje
    • February 10, 2005

38. Easy to understand example of cross testing calculations

    By Guest ChopperPilot, February 7, 2005
    • 14 replies
    • 3.3k views
    • 
    • could be me maybe not
    • February 9, 2005

39. AB%T and Short Plan Years

    By Archimage, February 2, 2005
    • 11 replies
    • 2.6k views
    • 
    • AndyH
    • February 4, 2005

40. New Comparability Plans

    By abanky, February 1, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 2, 2005

41. Full Year Comp & Average Benefit Percentage Test

    By Fred Payne, January 26, 2005
    • 7 replies
    • 3.5k views
    • 
    • jaemmons
    • January 27, 2005

42. Substantiation under Rev Proc 93-42

    By jaemmons, January 19, 2005
    • 3 replies
    • 4.2k views
    • 
    • AndyH
    • January 19, 2005

43. Min. Gateway

    By FJR, January 11, 2005
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 12, 2005

44. Restructuring and PS/401(k) combined plan

    By AndyH, December 15, 2004
    • 2 replies
    • 2.3k views
    • 
    • jaemmons
    • January 11, 2005

45. Safe Harbor plans and top heavy

    By Guest rffahey, January 7, 2005
    • 2 replies
    • 1.8k views
    • 
    • jquazza
    • January 8, 2005

46. Testing a 401(a) DB plan in aggregation with a 403(b) plan

    By Guest astonewall, December 22, 2004
    • 7 replies
    • 3.2k views
    • 
    • AndyH
    • December 22, 2004

47. Catch-up Contributions

    By Fred Payne, December 6, 2004
    • 13 replies
    • 4.4k views
    • 
    • Tom Poje
    • December 21, 2004

48. Each Prt Allocation Groups-Safe Harbor ?

    By JAY21, December 15, 2004
    • 14 replies
    • 2.7k views
    • 
    • Belgarath
    • December 20, 2004

49. Definately determinable benefits

    By No Name, December 6, 2004
    • 3 replies
    • 1.6k views
    • 
    • jquazza
    • December 20, 2004

50. Cross tested Profit sharing plan and discrimination issues

    By Guest smhjr, December 18, 2004
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • December 18, 2004