Cross-Tested Plans

1,233 topics in this forum

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

   By Guest welcomehome, December 14, 2004
   • 3 replies
   • 1.3k views
   • 
   • AndyH
   • December 14, 2004

2. Controlled Group w/ X-testing issues

   By dmb, October 31, 2007
   • 3 replies
   • 1.9k views
   • 
   • Tom Poje
   • October 31, 2007

3. Plan Year compensation for Gateway

   By LarryDavid, August 21, 2012
   • 3 replies
   • 2.8k views
   • 
   • LarryDavid
   • August 28, 2012

4. Interesting notes from the IRS website on nondiscrim

   By Tom Poje, April 6, 2016
   • 3 replies
   • 1.2k views
   • 
   • Kevin C
   • April 7, 2016

5. Cross tested with Davis Bacon off-set

   By Dazednconfused, April 20, 2010
   • 3 replies
   • 1.5k views
   • 
   • Dazednconfused
   • April 22, 2010

6. 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

7. Individual Rate Groups and revised testing

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

8. Cross Tested Contributions Discretionary?

   By Guest Thornton, February 3, 1999
   • 3 replies
   • 1.9k views
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   • Tom Poje
   • February 3, 1999

9. Mortality tables for cross tested plans

   By Guest Peggy806, January 9, 2009
   • 3 replies
   • 2k views
   • 
   • Tom Poje
   • January 15, 2009

10. Giving children a 0% contribution

    By Guest fiddler, April 13, 2009
    • 3 replies
    • 1.7k views
    • 
    • J Simmons
    • April 13, 2009

11. Individual Groups now allowed in Volume Submitter Documents

    By Guest DNH, September 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 29, 2009

12. Insurance Premiums in New Comp Plan

    By Guest PAINPA, July 10, 2003
    • 3 replies
    • 1k views
    • 
    • Guest
    • July 11, 2003

13. Carved Out Cross Testing

    By Guest Sonia Kapoor, August 21, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • August 23, 2001

14. Money Purchase Plan impact on the Cross-test

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

15. Plan has different entry dates for sources

    By BG5150, February 24, 2010
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • March 9, 2010

16. Combo Testing, bad document drafting, and 11g amendment

    By Dennis Povloski, January 27, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 27, 2010

17. DB/DC Gateway question

    By Earl, February 19, 2016
    • 3 replies
    • 855 views
    • 
    • Lou S.
    • February 20, 2016

18. Rate Group Testing

    By Fred Payne, June 19, 2001
    • 3 replies
    • 2.6k views
    • 
    • Earl
    • June 20, 2001

19. new comp amendment after PYE

    By Santo Gold, October 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 8, 2010

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

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

21. QNEC and Gateway

    By Rob P, February 25, 2010
    • 3 replies
    • 3.5k views
    • 
    • DMcGovern
    • November 16, 2010

22. Weighted Age plus Service allocation

    By dmb, September 10, 2007
    • 3 replies
    • 1.9k views
    • 
    • dmb
    • September 11, 2007

23. Law Firm CB/DC

    By Cloudy, April 12, 2016
    • 3 replies
    • 944 views
    • 
    • Cloudy
    • April 13, 2016

24. Testing dates for 410(b)Controlled Group of Corporation

    By Hoard1, July 14, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 2002

25. LRM #94 - Text of Rev. Proc. 2011–49: Opinion and Advisory Letters for Pre-Approved Retirement Plan Documents

    By buckaroo, October 6, 2011
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 9, 2011

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

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

27. Gateway rule

    By Guest Napili, May 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 12, 2003

28. Smoothly Increasing Allocation Rates & 410(b)

    By Guest Ervin B, November 30, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 2006

29. 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

30. Communication to employees

    By Guest art, August 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 14, 1999

31. Plan Comp or Full Year Comp for Testing?

    By Sully, December 5, 2024
    • 2 replies
    • 630 views
    • 
    • Sully
    • December 6, 2024

32. Meeting gateway requirements

    By dmb, October 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • October 2, 2003

33. Imputing permitted disparity in a safe harbor 401(k) plan.

    By Guest, December 8, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 11, 2000

34. Limit compensation?

    By Guest esi-jht, March 13, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 13, 2006

35. Group classifications; timing of determination?

    By AndyH, June 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • June 6, 2002

36. Groups

    By Guest nbs, August 21, 2003
    • 2 replies
    • 1.2k views
    • 
    • jaemmons
    • August 22, 2003

37. 415 limit and allocation to spouse HCEs

    By M Norton, August 15, 2016   

    • 415 limit
    • spouse HCEs
    • 2 replies
    • 861 views
    • 
    • K2retire
    • August 16, 2016

38. TH? SH 401(k) + NC + CB

    By abanky, June 12, 2007
    • 2 replies
    • 1.7k views
    • 
    • abanky
    • June 12, 2007

39. 401(k) plan offered by payroll service combined with existing cross-te

    By David MacLennan, January 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • richard
    • January 23, 2001

40. 7.5% DB/DC combo limit

    By dmb, December 5, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 5, 2003

41. Cross tested group

    By Guest mol, November 3, 2004
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 4, 2004

42. Are Cross-Tested Plans really here to stay???

    By Guest Dennis Siko, September 30, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 1, 1999

43. Using social security normal retirement age

    By Guest dietpepsi, August 15, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2005

44. Otherwise Excludible Employee Rule

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

45. average benefit percentage

    By abanky, February 26, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

46. Termed Participants on Relius

    By Guest IBlameTedBenna, February 15, 2006
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • February 15, 2006

47. What's an "age neutral plan"?

    By Guest kgsingletary, February 7, 2003
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • February 10, 2003

48. allocation classes tied to allocation rates

    By Golgi, February 23, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • March 18, 2007

49. Testing Comp

    By Fred Payne, December 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 2, 2002

50. How to specify the groups - 3 doctors, no employees, they want flexibi

    By Earl, November 25, 1999
    • 2 replies
    • 1.5k views
    • 
    • Lorraine Dorsa
    • November 27, 1999