Cross-Tested Plans

1,234 topics in this forum

1. 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

2. LRM 94

   By Bri, December 19, 2017   

   • cross-testing
   • 4 replies
   • 1.7k views
   • 
   • Tom Poje
   • December 20, 2017

3. Make a top heavy contribution in a non-top heavy plan

   By ERISA Philomath, March 16, 2022
   • 1 reply
   • 670 views
   • 
   • C. B. Zeller
   • March 16, 2022

4. Mandatory aggregation?

   By Guest ksumner, December 6, 1999
   • 2 replies
   • 2k views
   • 
   • Tot
   • December 7, 1999

5. Many participants receiving $0 allocation. No HCEs in plan

   By dmb, October 5, 2016
   • 2 replies
   • 1.1k views
   • 
   • My 2 cents
   • October 5, 2016

6. Matching contributions used toward top heavy minimum

   By Belgarath, May 25, 2007
   • 1 reply
   • 3k views
   • 
   • J Simmons
   • May 25, 2007

7. Max ER Alloc % per participant

   By jmartin, September 3, 2019
   • 1 reply
   • 636 views
   • 
   • Mike Preston
   • September 3, 2019

8. Maximum number of allocation groups

   By rblum50, January 5, 2011
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • January 5, 2011

9. May an HCE waive his profit sharing allocation?

   By KateSmithPA, March 8, 2013
   • 8 replies
   • 3.4k views
   • 
   • Lou S.
   • March 8, 2013

10. Meeting gateway requirements

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

11. Meeting gateway with separate PSP and SH 401k

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

12. Merger Cross-Tested

    By Guest JimD, October 13, 2003
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • October 13, 2003

13. Merging CT MP & P/S

    By Ervin Barham, April 27, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 2, 2000

14. Merging Integrated MPP into Cross-Tested PS Plan

    By DP, June 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • richard
    • June 16, 1999

15. Methodology in Calculating Age

    By Fred Payne, August 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 6, 2001

16. Mid Year change in allocation formula

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

17. mid-year change from sal ratio to allocation groups

    By Earl, November 25, 2011
    • 7 replies
    • 2.1k views
    • 
    • ak2ary
    • December 27, 2011

18. Mid-Yr Entrant, zero "elig" compensation

    By cheersmate, July 18, 2018   

    • cross-tested plan
    • comp excl pre-pptn
    • (and 4 more)

      Tagged with:

      • cross-tested plan
      • comp excl pre-pptn
      • top heavy
      • gateway minimum
      • zero elig pay
      • ebar
    • 5 replies
    • 1k views
    • 
    • cheersmate
    • July 18, 2018

19. Min contribution by classification?

    By Guest rickw, February 17, 2003
    • 3 replies
    • 989 views
    • 
    • Mike Preston
    • February 18, 2003

20. Min Gateway as safety net for End of Yr requirement?

    By Guest rickw, December 31, 2006
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 3, 2007

21. Min. Gateway

    By FJR, January 11, 2005
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 12, 2005

22. Minimum Allocation Gateway + 3% SH NEC

    By Cynchbeast, February 25, 2009
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 25, 2009

23. Minimum allocation gateway w/ 3% SHNEC

    By Guest jpetrancosta, June 10, 2002
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 10, 2002

24. Minimum allocation in money purchase plan

    By dmb, July 30, 2019
    • 5 replies
    • 1k views
    • 
    • CuseFan
    • July 31, 2019

25. Minimum allocation rate for age-based schedule

    By MWeddell, February 21, 2006
    • 14 replies
    • 4.1k views
    • 
    • AndyH
    • February 28, 2006

26. minimum gateway

    By jpod, September 21, 2010
    • 16 replies
    • 3.5k views
    • 
    • PensionPro
    • April 1, 2011

27. Minimum gateway

    By Guest SPOT, October 23, 2007
    • 4 replies
    • 2.3k views
    • 
    • AndyH
    • October 29, 2007

28. Minimum gateway & top heavy age-weighted plan.

    By R. Butler, February 23, 2007
    • 4 replies
    • 3.2k views
    • 
    • rlb64
    • September 29, 2010

29. Minimum gateway calculation example

    By cohendrake, February 11, 2017
    • 3 replies
    • 5.7k views
    • 
    • Tom Poje
    • May 9, 2018

30. minimum gateway clarification - the 1/3% test

    By TPApril, October 1, 2016
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 4, 2016

31. Minimum Gateway Contribution

    By Guest KAW, March 26, 2002
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • March 26, 2002

32. minimum gateway document language (Corbel)

    By Tom Poje, January 27, 2003
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 27, 2003

33. Minimum Gateway for excluded employees with top heavy only

    By Guest lforesz, May 13, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2002

34. minimum gateway for participant only entitled to top heavy?

    By betheeg, March 4, 2003
    • 25 replies
    • 10.2k views
    • 
    • AndyH
    • May 28, 2009

35. minimum gateway for safe harbor and terminated participant

    By eilano, December 14, 2006
    • 5 replies
    • 10.9k views
    • 
    • pmacduff
    • February 17, 2016

36. Minimum Gateway Question

    By Guest notapensiongeek, March 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2009

37. Minimum Gateway Required

    By Logan401, March 1, 2019
    • 12 replies
    • 2.8k views
    • 
    • Kevin C
    • March 12, 2019

38. Minimum Required Contribution for NHCEs

    By MarZDoates, November 25, 2002
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • November 25, 2002

39. misc info

    By Tom Poje, March 22, 2006
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 22, 2006

40. Missed Opportunity QNECs in Avg. Benefit & General Test

    By Laura Harrington, April 13, 2011
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • April 13, 2011

41. Money Purcchase Contribution

    By Fred Payne, August 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 12, 2003

42. Money Purchase plan - part of DB/DC combo?

    By John Feldt ERPA CPC QPA, December 5, 2008
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • December 5, 2008

43. Money Purchase Plan impact on the Cross-test

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

44. Money purchase termination and profit sharing startup

    By ac, May 21, 2004
    • 5 replies
    • 1.5k views
    • 
    • AndyH
    • June 2, 2004

45. More cross testing issues

    By Guest RBlaine, February 10, 2003
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 11, 2003

46. more help on classifications

    By Guest ANNEBV, December 2, 2002
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • December 3, 2002

47. More than gateway? How?

    By Earl, October 1, 2005
    • 17 replies
    • 3.8k views
    • 
    • Mike Preston
    • October 26, 2005

48. Mortality table for calculations. Which one?

    By BG5150, September 24, 2015
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 25, 2015

49. Mortality Tables

    By Jim Chad, October 4, 2007
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • October 5, 2007

50. Mortality tables for cross tested plans

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