Cross-Tested Plans

1,233 topics in this forum

1. How long can a failing cross tested plan rely on failsafe allocations?

   By AndyH, February 9, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 10, 2000

2. Plan Loan to Participant who later becomes >5% Sub-S Shareholder: I

   By Guest Allan Hensley, September 1, 2000
   • 1 reply
   • 1.5k views
   • 
   • KJohnson
   • September 1, 2000

3. New Comp doesn't work in 3rd year

   By Jim Chad, January 13, 2011
   • 5 replies
   • 1.5k views
   • 
   • Bird
   • January 18, 2011

4. help with classifications

   By Guest ANNEBV, November 20, 2002
   • 7 replies
   • 1.5k views
   • 
   • actuarysmith
   • November 22, 2002

5. What? Cannot freely exclude highest paid NHCEs? Even if 410(b) and 401(a)(4) pass?

   By John Feldt ERPA CPC QPA, October 16, 2007
   • 5 replies
   • 1.5k views
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   • John Feldt ERPA CPC QPA
   • October 17, 2007

6. Age Weighted Profit Sharing Plan

   By MBCarey, October 7, 2002
   • 4 replies
   • 1.5k views
   • 
   • Brian Gallagher
   • October 17, 2002

7. 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

8. creative nondiscrimination testing

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

9. Merging CT MP & P/S

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

10. "Cross-testing" in a prototype to satisfy 401(a)(4)

    By Guest YATPA, February 18, 2003
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2003

11. Money purchase termination and profit sharing startup

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

12. New Comp contribution deposited on a per payroll basis

    By Guest TomB432, June 8, 2012
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 8, 2012

13. Citation on Quote

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

14. Contribution exceeding base formula

    By Guest EBC, December 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2001

15. Gateway Required?

    By Andy the Actuary, July 10, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 12, 2009

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

    By M Norton, February 13, 2020   

    • cross-tested plan
    • gateway for terminated employees
    • 4 replies
    • 1.5k views
    • 
    • Jake Wright
    • February 14

17. Rate banding?

    By jkharvey, February 19, 2003
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 19, 2003

18. more help on classifications

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

19. Treatment of ESOP

    By AndyH, May 3, 2002
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • May 3, 2002

20. Rate group testing

    By Guest, October 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 20, 1999

21. Multiple Employer Plan

    By dmb, July 31, 2012
    • 2 replies
    • 1.5k views
    • 
    • dmb
    • July 31, 2012

22. Age Weighted PSP

    By imchipbrown, August 6, 2003
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • August 7, 2003

23. Definately determinable benefits

    By No Name, December 6, 2004
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • December 20, 2004

24. Calculatign EBARs

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

25. Merging Integrated MPP into Cross-Tested PS Plan

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

26. 11-g Amendment

    By Dougsbpc, June 4, 2013
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 5, 2013

27. Can SH w/ NC be TH?

    By masteff, September 6, 2007
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

28. Short Plan Year

    By Guest RJF, November 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 30, 2005

29. 500 Hour Rule issue

    By chris, December 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

30. Another 11g amendment question

    By Laura Harrington, April 24, 2009
    • 0 replies
    • 1.5k views
    • 
    • Laura Harrington
    • April 24, 2009

31. When determining the HCEs using the top paid group election, how do yo

    By Guest jhtobin, November 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 4, 1999

32. Plans of Controlled Groups of Corporations

    By Hoard1, March 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Hoard1
    • March 11, 1999

33. Top Heavy minimum

    By Guest Bob Lees, May 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 14, 2002

34. Allocation Basis and Gateway

    By Earl, March 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • March 14, 2009

35. Different Eligibility for Different Sources

    By Dennis Povloski, March 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 16, 2010

36. Accrued to Date Testing

    By Guest Michele Ciz, February 11, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 12, 2010

37. Top Heavy

    By Guest EPS2, January 31, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 1, 2008

38. 2 year eligibility and dual entry

    By Dennis Povloski, December 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • Laura Harrington
    • January 5, 2010

39. Agg Plans for 410(b)- Is Gen Test Req?

    By David, April 27, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2000

40. Communication to employees

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

41. HCE with no comp

    By SMB, February 29, 2012
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • March 1, 2012

42. Administrative Aspects

    By Gary, April 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • SheilaD
    • April 24, 2009

43. Amending for Cross-Testing

    By chris, July 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • July 21, 1999

44. New Comp & Minimum Coverage

    By Guest TomB432, October 22, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 22, 2013

45. Cross Tested SH Match plan

    By Gilmore, December 2, 2012
    • 6 replies
    • 1.5k views
    • 
    • Gilmore
    • December 4, 2012

46. DC Cross-test Broadly Available Allocations

    By Guest RSNOW, May 16, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2003

47. 3% to all but HCE

    By Becky Schwing, January 27, 2021
    • 13 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 28, 2021

48. Cross tested with Davis Bacon off-set

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

49. Section 410(b)Interpretation

    By bzorc, December 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • richard
    • December 21, 1999

50. NRDs are different

    By Guest lerieleech, December 2, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2005