Cross-Tested Plans

1,234 topics in this forum

1. using top paid group

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

2. 414(s) consistency

   By KJohnson, November 18, 2003
   • 3 replies
   • 1.3k views
   • 
   • Tom Poje
   • November 18, 2003

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

   By Guest rffahey, November 17, 2003
   • 6 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • November 17, 2003

4. New comp with one key waiving comp

   By pbarrett, November 10, 2003
   • 4 replies
   • 1.3k views
   • 
   • AndyH
   • November 12, 2003

5. Average Benefits Test & Safe Harbor Contributions

   By Fred Payne, October 30, 2003
   • 9 replies
   • 3.8k views
   • 
   • Blinky the 3-eyed Fish
   • November 3, 2003

6. 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
   • 1.4k views
   • 
   • AndyH
   • October 30, 2003

7. Age-Weighted Profit Sharing Plan

   By ac, October 27, 2003
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • October 27, 2003

8. Broadly available allocation rates gateway exception

   By AndyH, October 24, 2003
   • 4 replies
   • 2.7k views
   • 
   • AndyH
   • October 30, 2003

9. Separate plans for each company in controlled group?

   By Guest PLHart, October 20, 2003
   • 2 replies
   • 1.1k views
   • 
   • Mike Preston
   • October 20, 2003

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

    By Guest PLHart, October 15, 2003
    • 5 replies
    • 1.9k views
    • 
    • Archimage
    • October 15, 2003

11. Gateway allocation

    By k man, October 15, 2003
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 15, 2003

12. 401(K) Safe Harbor w/cross tested PS

    By MBCarey, October 14, 2003
    • 9 replies
    • 1.6k views
    • 
    • Archimage
    • November 11, 2003

13. Merger Cross-Tested

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

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

    By Guest Happy Actuary, October 10, 2003
    • 3 replies
    • 1.3k views
    • 
    • k man
    • October 17, 2003

15. Form 5500 for Cross Tested Plans

    By Guest Mbrockway, October 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2003

16. Separate Testing of Otherwise Excludables

    By Archimage, October 8, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 8, 2003

17. Meeting gateway requirements

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

18. Testing Using The Accrued-to-Date Method

    By Guest merlin, October 1, 2003
    • 11 replies
    • 3.3k views
    • 
    • AndyH
    • October 2, 2003

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

    By Guest HollyT, September 24, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 25, 2003

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

    By Gilmore, September 20, 2003
    • 2 replies
    • 2.4k views
    • 
    • Gilmore
    • September 22, 2003

21. 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
    • 1.1k views
    • 
    • AndyH
    • September 25, 2003

22. Excluding HC's in the general test

    By Guest dietpepsi, September 17, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 17, 2003

23. Cross testing

    By Guest blackdo2, September 16, 2003
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • September 17, 2003

24. Proposal Software

    By Lynn Campbell, September 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • jaemmons
    • September 3, 2003

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

    By Guest dash, August 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 28, 2003

26. Imputing Disparity

    By Guest dietpepsi, August 27, 2003
    • 4 replies
    • 2.3k views
    • 
    • AndyH
    • August 28, 2003

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

    By Guest RSNOW, August 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • August 22, 2003

28. Groups

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

29. controlled group - termination of employee

    By Guest dvandaele2, August 21, 2003
    • 5 replies
    • 3k views
    • 
    • AndyH
    • August 22, 2003

30. Top Heavy Safe Harbor Cross Tested

    By Guest cease, August 21, 2003
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2003

31. Integration in Xtested Plan?

    By jkharvey, August 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • AndyH
    • August 19, 2003

32. Gateway, Top Heavy, and Class Exclusion

    By Lynn Campbell, August 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • August 12, 2003

33. Money Purcchase Contribution

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

34. Age Weighted PSP

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

35. Floor/offset Plans

    By Guest JonDeckr, July 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 28, 2003

36. Key opting out of plan

    By pbarrett, July 24, 2003
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • August 11, 2003

37. Gateway between MP, PS with differing eligibility

    By mwyatt, July 23, 2003
    • 5 replies
    • 1.2k views
    • 
    • mwyatt
    • July 24, 2003

38. Coverage vs Nondiscrimination

    By Gilmore, July 23, 2003
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • July 23, 2003

39. Insurance Premiums in New Comp Plan

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

40. Plan Wording

    By Guest dietpepsi, July 9, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 9, 2003

41. First Year DB/DC Combo, DB Counts Prior SVC

    By Guest pension222, June 26, 2003
    • 25 replies
    • 3.2k views
    • 
    • Guest
    • July 2, 2003

42. Rate groups and allocations

    By FJR, June 24, 2003
    • 24 replies
    • 5.5k views
    • 
    • AndyH
    • June 29, 2003

43. Inputting Permitted Disparity

    By nancy, June 13, 2003
    • 7 replies
    • 3.2k views
    • 
    • AndyH
    • June 23, 2003

44. DC/DB combo plans

    By Guest Napili, June 1, 2003
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • June 2, 2003

45. Cross-tested and safe harbor Plan

    By Guest cxs, May 29, 2003
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • May 29, 2003

46. 401(a)(4) TEST GROUP

    By Guest gkaley, May 23, 2003
    • 3 replies
    • 2.1k views
    • 
    • AndyH
    • May 23, 2003

47. Contribution Funding

    By Guest Jeff Underwood, May 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 22, 2003

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

    By pbarrett, May 19, 2003
    • 32 replies
    • 5.8k views
    • 
    • Tom Poje
    • September 26, 2003

49. gateway and multiple formula situation

    By AndyH, May 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 16, 2003

50. DC Cross-test Broadly Available Allocations

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