Cross-Tested Plans

1,234 topics in this forum

1. Gateway testing

   By Chippy, March 5, 2019
   • 7 replies
   • 1.6k views
   • 
   • Chippy
   • March 5, 2019

2. Target Benefit Plans

   By Guest LKHartnett, September 6, 2002
   • 5 replies
   • 1.6k views
   • 
   • Tom Poje
   • September 9, 2002

3. 403(b) with cross-tested PS

   By dmb, November 16, 2007
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • December 5, 2007

4. QDRO included in Accrued to Date Account Balance

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

5. 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

6. Cross Tested Plan with SHNEC and allocation requirement

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

7. 401(a)(4)

   By Guest JimD, March 7, 2002
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • March 8, 2002

8. Covered Compensation Tables

   By Fred Payne, November 8, 2002
   • 7 replies
   • 1.6k views
   • 
   • Fred Payne
   • November 16, 2002

9. 401(K) Safe Harbor w/cross tested PS

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

10. Calculating Grouped EBARs

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

11. DEFINING GROUPS IN A NEW COMP PLAN-

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

12. Testing comp

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

13. Defined Benefit and Simple

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

14. New Comparability PS Allocation In SH 401k

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

15. 414(s) compensation in determining EBARs

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

16. 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

17. Disaggregation into 2 componant plans

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

18. 2 allocation schedules

    By dmb, May 14, 2013
    • 2 replies
    • 1.6k views
    • 
    • dmb
    • May 15, 2013

19. What year for annual additions?

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

20. Coverage vs Nondiscrimination

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

21. Cross tested plan & Top Heaviness

    By richard, September 23, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kathy
    • September 25, 1999

22. 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

23. New Comparability Plans

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

24. Gateway vs. Special Gateway Minimum Requirement

    By ERISA1, June 5, 2015
    • 8 replies
    • 1.6k views
    • 
    • AndyH
    • June 16, 2015

25. cross-tested 401(k) - failing gateway for terminated empoyees

    By M Norton, February 13, 2020   

    • cross-tested plan
    • gateway for terminated employees
    • 4 replies
    • 1.6k views
    • 
    • Jake Wright
    • February 14, 2025

26. Timing of amendment

    By pbarrett, August 17, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 19, 1999

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

    By Guest, March 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

28. Testing age question

    By FAPInJax, August 10, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 15, 2007

29. Gateway

    By Becky Schwing, March 30, 2020
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • April 1, 2020

30. 401(a)(4) and irrevocable waiver

    By cdavis25, January 20, 2012
    • 3 replies
    • 1.6k views
    • 
    • cdavis25
    • February 2, 2012

31. Change in NRA

    By buckaroo, June 22, 2009
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • June 24, 2009

32. 401a testing question

    By Guest Susan M., June 21, 2012
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 21, 2012

33. Terminated participant and no last day rule

    By dmb, December 29, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2010

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. Rate Groups

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

36. Controlled Group/ Cross-Testing

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

37. Individual Rate Group Clarification Question

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

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

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

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

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

40. 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

41. Allocation to one group only-cross tested

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

42. Age Neutral Plans

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

43. creative nondiscrimination testing

    By M Norton, February 16, 2010
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • February 18, 2010

44. 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

45. Prototype Docs for Tiered P/S Plans

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

46. Mid Year change in allocation formula

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

47. Top heavy plan & minimum gateway requirement

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

48. Anyone Drafted a Cross-Tested MPPP?

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

49. Cross Testing Failure & Testing requirements

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

50. Individual Rate Groups and revised testing

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