Cross-Tested Plans

1,233 topics in this forum

1. Question on who to include in the 410(b) and 401(a)(4) tests.

   By AndyT, March 2, 2000
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • March 3, 2000

2. Plan Doc Language for Smoothly Increasing Rates Gateway

   By LarryDavid, May 9, 2013
   • 3 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • May 9, 2013

3. Calculating Grouped EBARs

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

4. DEFINING GROUPS IN A NEW COMP PLAN-

   By Guest LBH, December 14, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 26, 2000

5. Cross Tested Plan with SHNEC and allocation requirement

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

6. Testing comp

   By AndyH, February 12, 2002
   • 4 replies
   • 1.6k views
   • 
   • AndyH
   • February 12, 2002

7. New Comparability PS Allocation In SH 401k

   By mming, October 20, 2010
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • October 20, 2010

8. 401(K) Safe Harbor w/cross tested PS

   By MBCarey, October 14, 2003
   • 9 replies
   • 1.6k views
   • 
   • Archimage
   • November 11, 2003

9. Defined Benefit and Simple

   By Guest NPaleveda, October 12, 2001
   • 4 replies
   • 1.6k views
   • 
   • AndyH
   • October 17, 2001

10. Cross-Testing Satisfied As of What Date in Plan Year?

    By Christine Roberts, November 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • November 20, 2001

11. 414(s) compensation in determining EBARs

    By Guest John Nelson, November 30, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 1, 2000

12. Coverage vs Nondiscrimination

    By Gilmore, July 23, 2003
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • July 23, 2003

13. Disaggregation into 2 componant plans

    By Earl, May 17, 2014
    • 5 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 19, 2014

14. New Comparability Plans

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

15. 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

16. Rights to allocation

    By dmb, May 28, 2009
    • 4 replies
    • 1.6k views
    • 
    • dmb
    • June 1, 2009

17. What year for annual additions?

    By Richard Anderson, August 30, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 18, 2001

18. Timing of amendment

    By pbarrett, August 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 19, 1999

19. Cross tested plan & Top Heaviness

    By richard, September 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • September 25, 1999

20. 401a testing question

    By Guest Susan M., June 21, 2012
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 21, 2012

21. Change in NRA

    By buckaroo, June 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 24, 2009

22. Multiple Employer Plan- testing compensation

    By mefrancis1729, November 13, 2017   

    • multiple employer
    • compensation
    • (and 1 more)

      Tagged with:

      • multiple employer
      • compensation
      • testing
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • November 14, 2017

23. Testing age question

    By FAPInJax, August 10, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 15, 2007

24. Gateway testing

    By Chippy, March 5, 2019
    • 7 replies
    • 1.5k views
    • 
    • Chippy
    • March 5, 2019

25. 401(k) plans and cross-tested plans

    By smm, March 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 15, 2001

26. 2 allocation schedules

    By dmb, May 14, 2013
    • 2 replies
    • 1.5k views
    • 
    • dmb
    • May 15, 2013

27. 401(a)(4) and irrevocable waiver

    By cdavis25, January 20, 2012
    • 3 replies
    • 1.5k views
    • 
    • cdavis25
    • February 2, 2012

28. Excluding Owner(s) from Cross-Testing Contribution

    By Guest Pat of RPC, February 4, 2011
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • February 4, 2011

29. Sample grass roots letter for cross testing issue now being looked at

    By Guest, March 8, 2000
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

30. Rate Groups

    By Archimage, May 8, 2003
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 9, 2003

31. Gateway

    By Becky Schwing, March 30, 2020
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • April 1, 2020

32. Cross tested plan; same percentage for both groups

    By Guest Julie Woulfe, March 23, 2004
    • 10 replies
    • 1.5k views
    • 
    • Earl
    • March 31, 2004

33. Allocation to one group only-cross tested

    By betheeg, December 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • betheeg
    • December 23, 2005

34. Gateway vs. Special Gateway Minimum Requirement

    By ERISA1, June 5, 2015
    • 8 replies
    • 1.5k views
    • 
    • AndyH
    • June 16, 2015

35. Controlled Group/ Cross-Testing

    By IRC401, December 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 27, 2002

36. Individual Rate Group Clarification Question

    By bzorc, November 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • AndyH
    • November 25, 2003

37. Again..about "new" definition of employer allocation

    By Guest Alex Calin, May 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 6, 1999

38. Birth dates to define allocation groups

    By Guest RAA, September 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • could be me maybe not
    • September 27, 2005

39. Changing Pro Rata Profit Sharing Allocation to New Comparability Mid-Year

    By Vlad401k, February 29, 2024
    • 6 replies
    • 1.5k views
    • 
    • Bill Presson
    • February 6

40. Mid Year change in allocation formula

    By dmb, April 19, 2011
    • 4 replies
    • 1.5k views
    • 
    • dmb
    • April 19, 2011

41. Effect of Other Plans of E/er on Cross-Testing Analysis

    By chris, June 4, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 29, 1999

42. Top heavy plan & minimum gateway requirement

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

43. Terminated participant and no last day rule

    By dmb, December 29, 2010
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 29, 2010

44. Age Neutral Plans

    By Guest Richard Scheer, October 31, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 1, 2001

45. Contribution Not Deductible for Prior Year

    By §#$%!, September 19, 2007
    • 0 replies
    • 1.5k views
    • 
    • §#$%!
    • September 19, 2007

46. Individual Rate Groups and revised testing

    By buckaroo, June 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2008

47. Anyone Drafted a Cross-Tested MPPP?

    By Guest, August 28, 2000
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2000

48. Cross Testing Failure & Testing requirements

    By Dazednconfused, February 26, 2010
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • February 27, 2010

49. What are common fees for cross-tested studies?

    By Guest LJS, July 22, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 29, 1999

50. Prototype Docs for Tiered P/S Plans

    By Guest SPollock, April 15, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 1999