Cross-Tested Plans

1,234 topics in this forum

1. Cross testing and 401(k) testing

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

2. Coordination of NCP allocation & 415 limit

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

3. OK for HCE group to choose zero contribution?

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

4. 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

5. Top Heavy Rule - Help!

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

6. Cross Tested /Controlled Group

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

7. Cross-Tested: Seminars, Book, etc

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

8. Regular Intervals and Smooth Increases

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

9. Include/Exclude Earnings During Measurement Period?

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

10. Three-Year Averaging Method of Calculating EBARs

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

11. Using Salary to Identify Groups

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

12. Cross tested top heavy plan

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

13. Defining rate groups

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

14. Cross-tested PS Plan with safe-harbor 401(k)

    By ac, February 20, 2004
    • 6 replies
    • 2.5k views
    • 
    • FJR
    • July 14, 2005

15. Accrued To Date Method

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

16. ESOP Aggregation with DB?

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

17. New Comp Classes

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

18. 18 Month Eligibility

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

19. Average Benefit Test with different eligilibilities

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

20. QNEC's and the Gateway...

    By TBob, February 11, 2004
    • 19 replies
    • 8.2k views
    • 
    • buckaroo
    • December 9, 2015

21. Otherwise Excludables and the Gateway Contribution

    By Guest SCUDDESLER, February 10, 2004
    • 11 replies
    • 4.9k views
    • 
    • Guest
    • February 11, 2004

22. 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

23. naming groups with a owner by attribution

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

24. Calculatign EBARs

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

25. Cross testing HCEs with no allocation

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

26. The testing part of cross testing !

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

27. Compensation to use for testing

    By Blinky the 3-eyed Fish, January 13, 2004
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 18, 2004

28. Group Allocations?

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

29. Controlled Group with 2 plans

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

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

    By Guest rffahey, December 22, 2003
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • December 22, 2003

31. Cross-tested groups

    By Guest Ashley, December 22, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 22, 2003

32. QNEC Considered NEC?

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

33. Last Day Requirement

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

34. 2 Year Eligibility

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

35. New Comp for partnership

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

36. Gateway/Top Heavy

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

37. QNEC AND TESTING

    By Dougsbpc, December 14, 2003
    • 13 replies
    • 3.7k views
    • 
    • Mike Preston
    • December 17, 2003

38. 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

39. Age Based allocation formula

    By Fred Payne, December 11, 2003
    • 9 replies
    • 2k views
    • 
    • AndyH
    • December 15, 2003

40. Meeting gateway with separate PSP and SH 401k

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

41. Corrective Amendment for failed 401a4

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

42. New Comp for a multiple employer plan

    By Guest chris4013, December 10, 2003
    • 0 replies
    • 875 views
    • 
    • Guest
    • December 10, 2003

43. Gateway Minimum

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

44. Aggregation of Plans

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

45. Gateway Minimum

    By Guest cynthiar, December 10, 2003
    • 12 replies
    • 2k views
    • 
    • AndyH
    • December 16, 2003

46. 7.5% DB/DC combo limit

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

47. Restructuring Into Component Plans

    By Guest merlin, December 5, 2003
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 2003

48. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 13 replies
    • 3.6k views
    • 
    • Earl
    • April 15, 2004

49. Forfeiting ER contributions to correct a failed general test?

    By Guest AJR, November 26, 2003
    • 9 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 1, 2003

50. Individual Rate Group Clarification Question

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