Cross-Tested Plans

1,233 topics in this forum

1. 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

2. Rate group question

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

3. It looks too good!

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

4. Avoiding gateway in DB/DC combo

   By R. Butler, July 15, 2005
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • July 15, 2005

5. 3 rate groups...

   By K-t-F, June 20, 2005
   • 8 replies
   • 2.2k views
   • 
   • AndyH
   • July 15, 2005

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

   By ac, February 20, 2004
   • 6 replies
   • 2.4k views
   • 
   • FJR
   • July 14, 2005

7. Excluding HCEs

   By Guest rgorman, June 2, 2005
   • 16 replies
   • 3k views
   • 
   • AndyH
   • July 14, 2005

8. Allocations to Groups

   By Archimage, May 24, 2005
   • 6 replies
   • 2k views
   • 
   • Archimage
   • May 24, 2005

9. Owner's young child

   By wsp, April 13, 2005
   • 8 replies
   • 2.4k views
   • 
   • AndyH
   • May 2, 2005

10. ABT and term w/ <500 hrs

    By Guest carsonv, April 28, 2005
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • April 29, 2005

11. Gateway Testing and Prevailing Wage Contributions

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

12. Top Heavy Minimum and Comp Only While Participant

    By Fred Payne, April 13, 2005
    • 12 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2005

13. changing a group in new comp plan

    By wsp, April 12, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • April 13, 2005

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

    By Guest annieap1, April 7, 2005
    • 2 replies
    • 3k views
    • 
    • No Name
    • April 8, 2005

15. x-tested plan: integrated

    By Guest padmin, April 6, 2005
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 7, 2005

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

    By Guest Ed Dillon, April 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 6, 2005

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

    By ac, March 23, 2005
    • 4 replies
    • 2.6k views
    • 
    • AndyH
    • March 24, 2005

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

    By Guest Rob Kobrine, March 22, 2005
    • 4 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2005

19. Easy question for some

    By FJR, March 17, 2005
    • 21 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 18, 2005

20. Cross Testing Homework or Tutorial

    By Guest nrehme, March 16, 2005
    • 19 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 18, 2005

21. Calculating Grouped EBARs

    By Guest merlin, March 18, 2005
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 18, 2005

22. Top heavy plan & minimum gateway requirement

    By Guest M. Martin, March 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • March 11, 2005

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

    By betheeg, March 10, 2003
    • 11 replies
    • 3.5k views
    • 
    • Tom Poje
    • March 10, 2005

24. New Comparability Provisions

    By Randy Watson, February 25, 2005
    • 14 replies
    • 2.9k views
    • 
    • ERISA1
    • March 9, 2005

25. Different eligibility requirements for different sources

    By dmb, March 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 8, 2005

26. ABT with 2 year wait

    By jaemmons, February 9, 2005
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 28, 2005

27. ABT - NHCE concentration %

    By jaemmons, February 14, 2005
    • 9 replies
    • 3.5k views
    • 
    • Guest
    • February 17, 2005

28. Gateway COntribution COnfusion

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

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

    By Guest merlin, February 10, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 14, 2005

30. Partnership Compensation

    By Guest c2ddave, February 1, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 11, 2005

31. QDRO included in Accrued to Date Account Balance

    By Guest rslagle224, February 10, 2005
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • February 11, 2005

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

    By dmb, February 9, 2005
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 10, 2005

33. Easy to understand example of cross testing calculations

    By Guest ChopperPilot, February 7, 2005
    • 14 replies
    • 2.9k views
    • 
    • could be me maybe not
    • February 9, 2005

34. AB%T and Short Plan Years

    By Archimage, February 2, 2005
    • 11 replies
    • 2.3k views
    • 
    • AndyH
    • February 4, 2005

35. New Comparability Plans

    By abanky, February 1, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 2, 2005

36. Full Year Comp & Average Benefit Percentage Test

    By Fred Payne, January 26, 2005
    • 7 replies
    • 3k views
    • 
    • jaemmons
    • January 27, 2005

37. Substantiation under Rev Proc 93-42

    By jaemmons, January 19, 2005
    • 3 replies
    • 4k views
    • 
    • AndyH
    • January 19, 2005

38. Min. Gateway

    By FJR, January 11, 2005
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 12, 2005

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

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

40. Safe Harbor plans and top heavy

    By Guest rffahey, January 7, 2005
    • 2 replies
    • 1.7k views
    • 
    • jquazza
    • January 8, 2005

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

    By Guest astonewall, December 22, 2004
    • 7 replies
    • 2.9k views
    • 
    • AndyH
    • December 22, 2004

42. Catch-up Contributions

    By Fred Payne, December 6, 2004
    • 13 replies
    • 3.9k views
    • 
    • Tom Poje
    • December 21, 2004

43. Each Prt Allocation Groups-Safe Harbor ?

    By JAY21, December 15, 2004
    • 14 replies
    • 2.4k views
    • 
    • Belgarath
    • December 20, 2004

44. Definately determinable benefits

    By No Name, December 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • December 20, 2004

45. Cross tested Profit sharing plan and discrimination issues

    By Guest smhjr, December 18, 2004
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • December 18, 2004

46. permitted aggregation

    By Guest greggi39, March 10, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2004

47. NC 401(k) with match /term ee's/TH cont

    By Guest welcomehome, December 14, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • December 14, 2004

48. Design Question

    By Guest KHayes, December 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 9, 2004

49. Using safe harbor allocation when X-testing doesn't work

    By dmb, November 19, 2004
    • 17 replies
    • 2.7k views
    • 
    • Guest
    • December 9, 2004

50. Forfeitures with cross testing

    By pmacduff, December 8, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • December 9, 2004