Cross-Tested Plans

1,238 topics in this forum

1. Corrective Amendment for failed 401a4

   By Guest chris4013, December 10, 2003
   • 5 replies
   • 1.6k views
   • 
   • Mike Preston
   • December 15, 2003

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

   By Guest Tim Breedlove, December 11, 2003
   • 3 replies
   • 1.4k views
   • 
   • Mike Preston
   • December 12, 2003

3. Meeting gateway with separate PSP and SH 401k

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

4. Aggregation of Plans

   By Guest MichaelO, December 10, 2003
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • December 11, 2003

5. Gateway Minimum

   By Guest tcunagin, December 10, 2003
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • December 11, 2003

6. New Comp for a multiple employer plan

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

7. Restructuring Into Component Plans

   By Guest merlin, December 5, 2003
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • December 8, 2003

8. 7.5% DB/DC combo limit

   By dmb, December 5, 2003
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • December 5, 2003

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

   By Guest AJR, November 26, 2003
   • 9 replies
   • 3.2k views
   • 
   • Mike Preston
   • December 1, 2003

10. Individual Rate Group Clarification Question

    By bzorc, November 25, 2003
    • 3 replies
    • 1.8k views
    • 
    • AndyH
    • November 25, 2003

11. New Comparability, Volume Submitters, and IRS Submissions

    By Guest LWilson, July 23, 2002
    • 17 replies
    • 4k views
    • 
    • BFree
    • November 20, 2003

12. using top paid group

    By betheeg, November 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • November 20, 2003

13. 414(s) consistency

    By KJohnson, November 18, 2003
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 18, 2003

14. Flexibility on Cross tested plan with separate rate groups for each HCE

    By Guest rffahey, November 17, 2003
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2003

15. New comp with one key waiving comp

    By pbarrett, November 10, 2003
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • November 12, 2003

16. 401(K) Safe Harbor w/cross tested PS

    By MBCarey, October 14, 2003
    • 9 replies
    • 1.8k views
    • 
    • Archimage
    • November 11, 2003

17. Average Benefits Test & Safe Harbor Contributions

    By Fred Payne, October 30, 2003
    • 9 replies
    • 4.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2003

18. Are cross tested plans supposed to allocated contribution based on age -or- job classification ? ..... Which is it ?

    By Moe Howard, October 29, 2003
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • October 30, 2003

19. Broadly available allocation rates gateway exception

    By AndyH, October 24, 2003
    • 4 replies
    • 2.9k views
    • 
    • AndyH
    • October 30, 2003

20. Age-Weighted Profit Sharing Plan

    By ac, October 27, 2003
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 27, 2003

21. Separate plans for each company in controlled group?

    By Guest PLHart, October 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • October 20, 2003

22. Are you still issuing the (lame) "Trustee Notification"?

    By Guest Happy Actuary, October 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • k man
    • October 17, 2003

23. Gateway allocation

    By k man, October 15, 2003
    • 6 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2003

24. Can Minimum Gateway be avoided for an allocation group whose allocation is 0% (not benefitting)?

    By Guest PLHart, October 15, 2003
    • 5 replies
    • 2.1k views
    • 
    • Archimage
    • October 15, 2003

25. New Comparability

    By Guest Lex, November 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • October 15, 2003

26. Merger Cross-Tested

    By Guest JimD, October 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • October 13, 2003

27. Form 5500 for Cross Tested Plans

    By Guest Mbrockway, October 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 10, 2003

28. Separate Testing of Otherwise Excludables

    By Archimage, October 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • October 8, 2003

29. Testing Using The Accrued-to-Date Method

    By Guest merlin, October 1, 2003
    • 11 replies
    • 3.5k views
    • 
    • AndyH
    • October 2, 2003

30. Meeting gateway requirements

    By dmb, October 2, 2003
    • 2 replies
    • 1.3k views
    • 
    • dmb
    • October 2, 2003

31. How I'm running nondiscrimination testing for doctor's plan; please check me

    By pbarrett, May 19, 2003
    • 32 replies
    • 6.4k views
    • 
    • Tom Poje
    • September 26, 2003

32. 3 401(k) plans in controlled group of A, B and C: OK to aggregate profit-sharing components of A and B but deferral and match components of B and C?

    By AndyH, September 17, 2003
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • September 25, 2003

33. Age-weighted PS plan; does this plan design satisfy "gradual age or service schedule" requirement?

    By Guest HollyT, September 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 25, 2003

34. Reasonable Classification? "All owners except those participants who are owners due to stock attribution rules."

    By Gilmore, September 20, 2003
    • 2 replies
    • 2.6k views
    • 
    • Gilmore
    • September 22, 2003

35. Cross testing

    By Guest blackdo2, September 16, 2003
    • 8 replies
    • 1.9k views
    • 
    • AndyH
    • September 17, 2003

36. Excluding HC's in the general test

    By Guest dietpepsi, September 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • September 17, 2003

37. Cross-tested 401k plan uses QNECs to pass the ADP test. Are the QNECs

    By Guest greggi39, February 7, 2003
    • 18 replies
    • 7.3k views
    • 
    • Guest
    • September 11, 2003

38. Proposal Software

    By Lynn Campbell, September 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • jaemmons
    • September 3, 2003

39. Imputing Disparity

    By Guest dietpepsi, August 27, 2003
    • 4 replies
    • 2.5k views
    • 
    • AndyH
    • August 28, 2003

40. Who's Required to Receive Minimum Alloc. Gateway

    By Guest dash, August 28, 2003
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • August 28, 2003

41. Groups

    By Guest nbs, August 21, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • August 22, 2003

42. controlled group - termination of employee

    By Guest dvandaele2, August 21, 2003
    • 5 replies
    • 3.2k views
    • 
    • AndyH
    • August 22, 2003

43. ABT for 410(b), Crtst for 401(a)4)

    By Guest RSNOW, August 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 22, 2003

44. Top Heavy Safe Harbor Cross Tested

    By Guest cease, August 21, 2003
    • 6 replies
    • 2k views
    • 
    • Guest
    • August 21, 2003

45. Integration in Xtested Plan?

    By jkharvey, August 17, 2003
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • August 19, 2003

46. Gateway, Top Heavy, and Class Exclusion

    By Lynn Campbell, August 12, 2003
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • August 12, 2003

47. Money Purcchase Contribution

    By Fred Payne, August 9, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 12, 2003

48. Key opting out of plan

    By pbarrett, July 24, 2003
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • August 11, 2003

49. Age Weighted PSP

    By imchipbrown, August 6, 2003
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 7, 2003

50. Floor/offset Plans

    By Guest JonDeckr, July 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 28, 2003