Cross-Tested Plans

1,234 topics in this forum

1. MP Plan - Defined Groups - list in SPD?

   By TPApril, September 29, 2021
   • 3 replies
   • 850 views
   • 
   • Peter Gulia
   • September 30, 2021

2. Multiple Eligibilty Conditions/Entry Dates - Who's Excludable?

   By Guest merlin, February 10, 2005
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • February 14, 2005

3. Multiple Employer Plan

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

4. Multiple Employer Plan- testing compensation

   By mefrancis1729, November 13, 2017   

   • multiple employer
   • compensation
   • (and 1 more)

     Tagged with:

     • multiple employer
     • compensation
     • testing
   • 5 replies
   • 1.6k views
   • 
   • Luke Bailey
   • November 14, 2017

5. Multiple Formulas?

   By Becky Schwing, March 25, 2022
   • 6 replies
   • 1.1k views
   • 
   • C. B. Zeller
   • March 27, 2022

6. Must Plan Document contain a Safe Harbor allocation formula in order t

   By Guest Dave Danziger, April 10, 2002
   • 9 replies
   • 2.4k views
   • 
   • Guest
   • April 11, 2002

7. Must Plans Be Aggregated For Gateway Testing

   By ERISA1, February 2, 2006
   • 13 replies
   • 4k views
   • 
   • AndyH
   • May 9, 2006

8. Must Two Plans be Treated as One?

   By Dougsbpc, February 7, 2012
   • 15 replies
   • 3.9k views
   • 
   • BG5150
   • June 6, 2014

9. naming groups with a owner by attribution

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

10. NC 401(k) with match /term ee's/TH cont

    By Guest welcomehome, December 14, 2004
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • December 14, 2004

11. Need Cite Please

    By DP, September 14, 2005
    • 6 replies
    • 2.4k views
    • 
    • Tom Poje
    • October 13, 2005

12. 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

13. Need tips on how to break down nonelective contributions to do compone

    By Guest Phil L., July 18, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 28, 2000

14. New client with an idea

    By buckaroo, April 21, 2017
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 25, 2017

15. New Comp

    By Guest moltengater, March 22, 2006
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 30, 2006

16. new comp - each participant in their own group

    By Chippy, December 30, 2014
    • 4 replies
    • 4.9k views
    • 
    • Tom Poje
    • December 30, 2014

17. New Comp - Top Heavy

    By pmacduff, October 31, 2002
    • 18 replies
    • 3k views
    • 
    • Guest
    • November 11, 2002

18. New Comp / Safe Harbor 401(k)

    By Guest AJM 34, April 19, 2007
    • 2 replies
    • 2k views
    • 
    • J Simmons
    • April 19, 2007

19. New Comp & Minimum Coverage

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

20. New Comp Allocation & ADP refund

    By pmacduff, February 22, 2007
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • February 28, 2007

21. New Comp Allocation Language

    By Guest, October 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 18, 1999

22. New Comp allocations for partners

    By Guest TomB432, November 8, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2012

23. new comp amendment after PYE

    By Santo Gold, October 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 8, 2010

24. New Comp and Aggregation

    By wsp, June 1, 2006
    • 3 replies
    • 1.7k views
    • 
    • Jim Norman
    • June 2, 2006

25. New Comp Classes

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

26. New Comp Contribution - Excess Deferral

    By Guest AJM 34, May 30, 2007
    • 4 replies
    • 2.1k views
    • 
    • rcline46
    • May 30, 2007

27. 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

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

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

29. New Comp Employee Groups - How to define

    By Guest AJM 34, April 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 20, 2007

30. New Comp for a multiple employer plan

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

31. New Comp for partnership

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

32. New Comp Group Title issue

    By dmb, February 8, 2007
    • 5 replies
    • 1.8k views
    • 
    • Belgarath
    • February 9, 2007

33. New Comp Groups /age

    By Guest AlyssaC, April 12, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • April 12, 2006

34. New Comp Nondiscrimination Testing

    By Guest AJM 34, April 25, 2007
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • April 25, 2007

35. New Comp Plan - bifurcate testing (c/t for some, alloc rate for others)?

    By cheersmate, December 18, 2020   

    • new comparability
    • safe harbor 401k
    • (and 1 more)

      Tagged with:

      • new comparability
      • safe harbor 401k
      • disaggregation
    • 2 replies
    • 1k views
    • 
    • cheersmate
    • December 18, 2020

36. New comp plan and prevailing wage

    By Guest noans, April 5, 2012
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 9, 2012

37. New Comp Plan Design

    By Guest Lex, November 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 18, 2002

38. New Comp plan w/ Roth 401k feature

    By dmb, August 15, 2007
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • August 15, 2007

39. New Comp Plan-deduction Issue

    By Guest JKATZ, January 17, 2002
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 17, 2002

40. New Comp plan, coverage, and ABT

    By buckaroo, November 7, 2016
    • 16 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2016

41. New Comp Plans, ABPT, and Plan Year Change

    By buckaroo, April 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 1, 2010

42. New Comp with a 3% Safe Harbor NEC

    By Guest TomB432, October 22, 2013
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 23, 2013

43. New comp with one key waiving comp

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

44. New Comp; Safe harbor Plan - Defining alloc groups

    By buckaroo, August 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 16, 2012

45. New Comparability

    By Guest Lex, November 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • October 15, 2003

46. New Comparability Allocation Groups

    By 401_4_ever, November 11, 2006
    • 13 replies
    • 5k views
    • 
    • AndyH
    • November 16, 2006

47. New Comparability and DB Plan

    By Guest WWPDRC, May 26, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2006

48. New Comparability Contributions - made throughout the year

    By AlwaysLearning, June 23, 2021
    • 5 replies
    • 1k views
    • 
    • Mike Preston
    • June 24, 2021

49. New Comparability Design and SPD

    By Guest LKHartnett, October 23, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 23, 2002

50. New Comparability in Prototype Plans

    By buckaroo, April 23, 2008
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • April 23, 2008