Cross-Tested Plans

1,238 topics in this forum

1. permitted aggregation

   By Guest greggi39, March 10, 2003
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • December 16, 2004

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

   By Guest welcomehome, December 14, 2004
   • 3 replies
   • 1.4k views
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   • AndyH
   • December 14, 2004

3. Design Question

   By Guest KHayes, December 9, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 9, 2004

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

   By dmb, November 19, 2004
   • 17 replies
   • 3k views
   • 
   • Guest
   • December 9, 2004

5. Forfeitures with cross testing

   By pmacduff, December 8, 2004
   • 2 replies
   • 1.8k views
   • 
   • pmacduff
   • December 9, 2004

6. Testing methodology?

   By Guest cosmo1215, December 3, 2004
   • 4 replies
   • 1.6k views
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   • AndyH
   • December 6, 2004

7. Aggregate plans and change from different to same plan years

   By SRM, December 3, 2004
   • 1 reply
   • 1.9k views
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   • AndyH
   • December 3, 2004

8. smoothly increasing plan fails avg bfts percentage test

   By dmb, November 22, 2004
   • 12 replies
   • 3.5k views
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   • dmb
   • November 30, 2004

9. cross testing - who is in what test?

   By Earl, November 20, 2004
   • 6 replies
   • 2k views
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   • Tom Poje
   • November 23, 2004

10. Cross tested group

    By Guest mol, November 3, 2004
    • 2 replies
    • 1.7k views
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    • Tom Poje
    • November 4, 2004

11. Cross Testing - Top Paid Group HCEs

    By Guest dick@fbanet.com, November 3, 2004
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 3, 2004

12. Aggregating Plans

    By Guest MichaelO, October 26, 2004
    • 9 replies
    • 2.5k views
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    • Guest
    • November 3, 2004

13. ASPA Conference

    By pmacduff, October 28, 2004
    • 21 replies
    • 3.7k views
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    • Guest
    • October 30, 2004

14. Compensation Averaging Period For Testing

    By Guest penman, October 20, 2004
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • October 25, 2004

15. Safe Harbor 401(k) with Cross Tested PS

    By Guest DTrom, October 4, 2004
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • October 5, 2004

16. 401(k) + P/S/P Cross-testing

    By Guest Lisha, September 29, 2004
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 1, 2004

17. 8 people, 8 separate groups

    By Belgarath, September 21, 2004
    • 18 replies
    • 3k views
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    • SoCalActuary
    • September 29, 2004

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

    By pmacduff, August 25, 2004
    • 4 replies
    • 2.2k views
    • 
    • pmacduff
    • August 25, 2004

19. Normal Retirement

    By pmacduff, June 21, 2004
    • 14 replies
    • 2.8k views
    • 
    • Tom Poje
    • August 23, 2004

20. Opting Out vs Testing

    By DP, July 27, 2004
    • 5 replies
    • 2.3k views
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    • DP
    • August 20, 2004

21. Rate Banding in Relius

    By dmb, August 13, 2004
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 17, 2004

22. Help me figure this out

    By Guest JBeck, July 28, 2004
    • 8 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • August 10, 2004

23. Terminees with > 500 hours in cross tested plans

    By perkinsran, August 3, 2004
    • 5 replies
    • 3.4k views
    • 
    • perkinsran
    • August 4, 2004

24. Non qualified stock option plan and its effects on HCE determination

    By Guest smhjr, August 2, 2004
    • 1 reply
    • 1.4k views
    • 
    • BeckyMiller
    • August 4, 2004

25. General Test SEP w/DB plan ?

    By JAY21, July 22, 2004
    • 3 replies
    • 1.7k views
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    • JAY21
    • July 26, 2004

26. Corrective Amendment

    By Archimage, July 20, 2004
    • 11 replies
    • 2.4k views
    • 
    • SoCalActuary
    • July 20, 2004

27. Otherwise Excludible Employee Rule

    By Guest cease, July 15, 2004
    • 2 replies
    • 2.2k views
    • 
    • ak2ary
    • July 20, 2004

28. UP84 mortality table mandated by IRS or DOL for X-testing DC into DB?

    By Guest CashBalance, July 9, 2004
    • 1 reply
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

29. coverage question!

    By Lynn Campbell, July 7, 2004
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • July 8, 2004

30. Defining rate groups

    By Guest kjungkin, June 29, 2004
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • July 1, 2004

31. Deemed Deferral?

    By SMB, June 9, 2004
    • 17 replies
    • 4.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2004

32. Top heavy plan with early participation...

    By jaemmons, June 8, 2004
    • 8 replies
    • 2.3k views
    • 
    • Tom Poje
    • June 9, 2004

33. Money purchase termination and profit sharing startup

    By ac, May 21, 2004
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • June 2, 2004

34. Broadly Available Allocation Rates and Permitted Disparity

    By Rolf Trautmann, May 21, 2004
    • 5 replies
    • 3.1k views
    • 
    • Tom Poje
    • May 24, 2004

35. Calculating EBARs of the Two 50% Members of LLC

    By Guest Dash04, May 6, 2004
    • 6 replies
    • 2k views
    • 
    • mwyatt
    • May 14, 2004

36. Partner Classes

    By Guest JimD, April 21, 2004
    • 6 replies
    • 1.9k views
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    • AndyH
    • May 14, 2004

37. Average Benefit Test

    By Lori Foresz, April 27, 2004
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • April 29, 2004

38. 401(k) with 3% SHNEC and Age Weighted P/S

    By TBob, April 28, 2004
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 29, 2004

39. top heavy

    By Guest quinn the car fixer, March 25, 2004
    • 4 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2004

40. Avg Ben % Test

    By Guest Judy S, May 1, 2003
    • 22 replies
    • 3.9k views
    • 
    • AndyH
    • April 28, 2004

41. Demo 6 Submission Requirements

    By Guest Doug Goelz, April 22, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 22, 2004

42. Accrued-to-date method

    By Dougsbpc, April 22, 2004
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • April 22, 2004

43. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 13 replies
    • 3.8k views
    • 
    • Earl
    • April 15, 2004

44. Top Heavy/Gateway/Date of Entry

    By jquazza, April 3, 2004
    • 4 replies
    • 2.4k views
    • 
    • Earl
    • April 5, 2004

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

    By Guest Scrappy, April 2, 2004
    • 3 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 2, 2004

46. cross-tested contribution made to one of two plans that are considered brother/sister control group

    By Guest gnappi, March 31, 2004
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • March 31, 2004

47. Cross tested plan; same percentage for both groups

    By Guest Julie Woulfe, March 23, 2004
    • 10 replies
    • 1.8k views
    • 
    • Earl
    • March 31, 2004

48. calculating ideal salary with super-integrated plan

    By betheeg, March 22, 2004
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • March 23, 2004

49. Cross testing, 401(k) SH, top heavy & gateway

    By pmacduff, March 19, 2004
    • 9 replies
    • 3.1k views
    • 
    • Basically
    • March 22, 2004

50. Accrued-to-date Testing Years with Permissive Aggregation

    By Guest Mark Draa, March 17, 2004
    • 8 replies
    • 2k views
    • 
    • AndyH
    • March 19, 2004