Cross-Tested Plans

1,233 topics in this forum

1. 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

2. Top Heavy Allocation

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

3. Employment Status as a Reasonable Classification

   By Guest merlin, March 10, 2004
   • 18 replies
   • 2.6k views
   • 
   • Mike Preston
   • March 15, 2004

4. Pre-funding in a Cross Tested plan

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

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

   By Guest csk, March 10, 2004
   • 9 replies
   • 3.2k views
   • 
   • Tom Poje
   • March 12, 2004

6. Citation on Quote

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

7. Submission of cross-testing amendment on 6406?

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

8. Money Purchase Plan impact on the Cross-test

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

9. Owner's Spouse with less than 1000 hours

   By dmb, March 8, 2004
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • March 8, 2004

10. Regular Intervals and Smooth Increases

    By perkinsran, February 29, 2004
    • 18 replies
    • 3.7k views
    • 
    • AndyH
    • March 8, 2004

11. Defining rate groups

    By Guest RACHELP, February 23, 2004
    • 6 replies
    • 1.6k views
    • 
    • jquazza
    • March 6, 2004

12. Cross tested top heavy plan

    By Guest cynthiar, February 24, 2004
    • 12 replies
    • 2k views
    • 
    • jquazza
    • March 6, 2004

13. Cross testing and 401(k) testing

    By Guest csk, March 5, 2004
    • 1 reply
    • 986 views
    • 
    • Mike Preston
    • March 5, 2004

14. Coordination of NCP allocation & 415 limit

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 2.2k views
    • 
    • AndyH
    • March 4, 2004

15. Need some help on floor offset arrangement

    By Guest ActuaryWannabe, March 2, 2004
    • 20 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

16. OK for HCE group to choose zero contribution?

    By Lynn Campbell, March 3, 2004
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 3, 2004

17. Cross-Tested: Seminars, Book, etc

    By Guest TCP, March 2, 2004
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • March 3, 2004

18. Top Heavy Rule - Help!

    By Jilliandiz, March 2, 2004
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

19. Cross Tested /Controlled Group

    By Guest csk, March 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

20. Three-Year Averaging Method of Calculating EBARs

    By Guest Dash04, February 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • February 27, 2004

21. Include/Exclude Earnings During Measurement Period?

    By Guest sammy, February 27, 2004
    • 1 reply
    • 949 views
    • 
    • AndyH
    • February 27, 2004

22. Using Salary to Identify Groups

    By perkinsran, February 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 26, 2004

23. Accrued To Date Method

    By Dougsbpc, February 20, 2004
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • February 20, 2004

24. New Comp Classes

    By Guest Max Power, February 17, 2004
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 18, 2004

25. ESOP Aggregation with DB?

    By SRM, February 18, 2004
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • February 18, 2004

26. Average Benefit Test with different eligilibilities

    By Guest Roman, February 16, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 17, 2004

27. 18 Month Eligibility

    By MBCarey, February 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 17, 2004

28. naming groups with a owner by attribution

    By betheeg, February 4, 2004
    • 11 replies
    • 2.1k views
    • 
    • Archimage
    • February 12, 2004

29. Otherwise Excludables and the Gateway Contribution

    By Guest SCUDDESLER, February 10, 2004
    • 11 replies
    • 4.8k views
    • 
    • Guest
    • February 11, 2004

30. 401(k) Top Heavy 2 year eligibility with some HCE's being capped in PS

    By Guest mpark, February 9, 2004
    • 14 replies
    • 1.7k views
    • 
    • Guest
    • February 10, 2004

31. Calculatign EBARs

    By Guest SPOT, January 29, 2004
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 4, 2004

32. Cross testing HCEs with no allocation

    By pmacduff, January 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2004

33. The testing part of cross testing !

    By Guest rffahey, January 19, 2004
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 20, 2004

34. Group Allocations?

    By Jilliandiz, January 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 12, 2004

35. Controlled Group with 2 plans

    By Guest thepitts, December 29, 2003
    • 1 reply
    • 954 views
    • 
    • Mike Preston
    • December 29, 2003

36. New Comp for partnership

    By Guest chris4013, December 16, 2003
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • December 24, 2003

37. QNEC Considered NEC?

    By Dougsbpc, December 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 23, 2003

38. Last day rule, 5% gateway, July 1 entry date, etc.

    By Guest rffahey, December 22, 2003
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • December 22, 2003

39. Cross-tested groups

    By Guest Ashley, December 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 22, 2003

40. Last Day Requirement

    By dmb, December 18, 2003
    • 8 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • December 18, 2003

41. QNEC AND TESTING

    By Dougsbpc, December 14, 2003
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • December 17, 2003

42. 2 Year Eligibility

    By Lori Foresz, December 16, 2003
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 17, 2003

43. Gateway Minimum

    By Guest cynthiar, December 10, 2003
    • 12 replies
    • 1.9k views
    • 
    • AndyH
    • December 16, 2003

44. Age Based allocation formula

    By Fred Payne, December 11, 2003
    • 9 replies
    • 1.9k views
    • 
    • AndyH
    • December 15, 2003

45. Gateway/Top Heavy

    By Gilmore, December 15, 2003
    • 6 replies
    • 1.9k views
    • 
    • Gilmore
    • December 15, 2003

46. Corrective Amendment for failed 401a4

    By Guest chris4013, December 10, 2003
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 15, 2003

47. Cross Tested Plans, Completing Schedule T, Form 5500

    By Guest Tim Breedlove, December 11, 2003
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 12, 2003

48. Meeting gateway with separate PSP and SH 401k

    By Guest dsyrett, December 11, 2003
    • 1 reply
    • 871 views
    • 
    • AndyH
    • December 11, 2003

49. Aggregation of Plans

    By Guest MichaelO, December 10, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2003

50. Gateway Minimum

    By Guest tcunagin, December 10, 2003
    • 1 reply
    • 976 views
    • 
    • Tom Poje
    • December 11, 2003