Cross-Tested Plans

1,234 topics in this forum

1. ASPA Conference

   By pmacduff, October 28, 2004
   • 21 replies
   • 3.3k views
   • 
   • Guest
   • October 30, 2004

2. Aggregating Plans

   By Guest MichaelO, October 26, 2004
   • 9 replies
   • 2.2k views
   • 
   • Guest
   • November 3, 2004

3. Compensation Averaging Period For Testing

   By Guest penman, October 20, 2004
   • 9 replies
   • 2.1k views
   • 
   • Guest
   • October 25, 2004

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

   By Guest DTrom, October 4, 2004
   • 8 replies
   • 2.4k views
   • 
   • Guest
   • October 5, 2004

5. 401(k) + P/S/P Cross-testing

   By Guest Lisha, September 29, 2004
   • 4 replies
   • 1.7k views
   • 
   • Tom Poje
   • October 1, 2004

6. 8 people, 8 separate groups

   By Belgarath, September 21, 2004
   • 18 replies
   • 2.7k views
   • 
   • SoCalActuary
   • September 29, 2004

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

   By pmacduff, August 25, 2004
   • 4 replies
   • 2k views
   • 
   • pmacduff
   • August 25, 2004

8. Rate Banding in Relius

   By dmb, August 13, 2004
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • August 17, 2004

9. Terminees with > 500 hours in cross tested plans

   By perkinsran, August 3, 2004
   • 5 replies
   • 3.1k views
   • 
   • perkinsran
   • August 4, 2004

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

    By Guest smhjr, August 2, 2004
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • August 4, 2004

11. Help me figure this out

    By Guest JBeck, July 28, 2004
    • 8 replies
    • 2.3k views
    • 
    • Brian Gallagher
    • August 10, 2004

12. Opting Out vs Testing

    By DP, July 27, 2004
    • 5 replies
    • 2.1k views
    • 
    • DP
    • August 20, 2004

13. General Test SEP w/DB plan ?

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

14. Corrective Amendment

    By Archimage, July 20, 2004
    • 11 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 20, 2004

15. Otherwise Excludible Employee Rule

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

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

    By Guest CashBalance, July 9, 2004
    • 1 reply
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

17. coverage question!

    By Lynn Campbell, July 7, 2004
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • July 8, 2004

18. Defining rate groups

    By Guest kjungkin, June 29, 2004
    • 11 replies
    • 2k views
    • 
    • Guest
    • July 1, 2004

19. Normal Retirement

    By pmacduff, June 21, 2004
    • 14 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 23, 2004

20. Deemed Deferral?

    By SMB, June 9, 2004
    • 17 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2004

21. Top heavy plan with early participation...

    By jaemmons, June 8, 2004
    • 8 replies
    • 2k views
    • 
    • Tom Poje
    • June 9, 2004

22. Broadly Available Allocation Rates and Permitted Disparity

    By Rolf Trautmann, May 21, 2004
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • May 24, 2004

23. Money purchase termination and profit sharing startup

    By ac, May 21, 2004
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • June 2, 2004

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

    By Guest Dash04, May 6, 2004
    • 6 replies
    • 1.9k views
    • 
    • mwyatt
    • May 14, 2004

25. 401(k) with 3% SHNEC and Age Weighted P/S

    By TBob, April 28, 2004
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 29, 2004

26. Average Benefit Test

    By Lori Foresz, April 27, 2004
    • 6 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 29, 2004

27. Accrued-to-date method

    By Dougsbpc, April 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 22, 2004

28. Demo 6 Submission Requirements

    By Guest Doug Goelz, April 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 22, 2004

29. Partner Classes

    By Guest JimD, April 21, 2004
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • May 14, 2004

30. Top Heavy/Gateway/Date of Entry

    By jquazza, April 3, 2004
    • 4 replies
    • 2.2k views
    • 
    • Earl
    • April 5, 2004

31. 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

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

    By Guest gnappi, March 31, 2004
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • March 31, 2004

33. top heavy

    By Guest quinn the car fixer, March 25, 2004
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2004

34. Cross tested plan; same percentage for both groups

    By Guest Julie Woulfe, March 23, 2004
    • 10 replies
    • 1.6k views
    • 
    • Earl
    • March 31, 2004

35. calculating ideal salary with super-integrated plan

    By betheeg, March 22, 2004
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • March 23, 2004

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

    By pmacduff, March 19, 2004
    • 9 replies
    • 2.8k views
    • 
    • K-t-F
    • March 22, 2004

37. age weighted safe harbor plan

    By Guest Julie Woulfe, March 17, 2004
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 17, 2004

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

    By Guest Mark Draa, March 17, 2004
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • March 19, 2004

39. S% safe harbor 401K Plan plus cross tested profit sharing allocation - with a participant who enters on 7/1/03

    By Guest rffahey, March 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 17, 2004

40. Cross Tested Plan with SHNEC and allocation requirement

    By TBob, March 16, 2004
    • 6 replies
    • 1.6k views
    • 
    • TBob
    • March 17, 2004

41. cross tested PS w/ 401k

    By dmb, March 15, 2004
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 17, 2004

42. Want to understand how to calculate a New Comp...

    By K-t-F, March 15, 2004
    • 13 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 19, 2004

43. Top Heavy Allocation

    By Guest MichaelO, March 15, 2004
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • March 15, 2004

44. Pre-funding in a Cross Tested plan

    By Guest rmwright, March 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 13, 2004

45. Employment Status as a Reasonable Classification

    By Guest merlin, March 10, 2004
    • 18 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 15, 2004

46. cross tested 401(k) Plan and imputed disparity

    By Guest csk, March 10, 2004
    • 9 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 12, 2004

47. Submission of cross-testing amendment on 6406?

    By Guest kjungkin, March 9, 2004
    • 0 replies
    • 858 views
    • 
    • Guest
    • March 9, 2004

48. Owner's Spouse with less than 1000 hours

    By dmb, March 8, 2004
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 8, 2004

49. Citation on Quote

    By jquazza, March 6, 2004
    • 10 replies
    • 1.5k views
    • 
    • AndyH
    • March 10, 2004

50. Money Purchase Plan impact on the Cross-test

    By Fred Payne, March 6, 2004
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • March 8, 2004