Cross-Tested Plans

1,233 topics in this forum

1. NRDs are different

   By Guest lerieleech, December 2, 2005
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 9, 2005

2. cross testing and family attribution - I'm confused.

   By PensionNewbee, March 20, 2003
   • 8 replies
   • 1.4k views
   • 
   • PensionNewbee
   • March 21, 2003

3. Cross Tested 401(k)/Profit Sharing Plan

   By hch4cpa, March 29, 2019
   • 7 replies
   • 1.4k views
   • 
   • JackS
   • March 29, 2019

4. Any problems with this new comparability money purchase plan, 401(k) p

   By John A, March 2, 2001
   • 0 replies
   • 1.4k views
   • 
   • John A
   • March 2, 2001

5. Annuity Purchase Rates(APR)

   By Guest William Lehman, March 11, 2003
   • 4 replies
   • 1.4k views
   • 
   • imchipbrown
   • March 11, 2003

6. Avoiding gateway in DB/DC combo

   By R. Butler, July 15, 2005
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • July 15, 2005

7. What about aggregating plans as a way to circumvent IRS' proposed Regs

   By AndyT, April 26, 2000
   • 2 replies
   • 1.4k views
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   • Alonzo
   • April 28, 2000

8. Standardized Doc - Start a new plan?

   By Gilmore, December 17, 2012
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • December 24, 2012

9. New client with an idea

   By buckaroo, April 21, 2017
   • 8 replies
   • 1.4k views
   • 
   • Tom Poje
   • April 25, 2017

10. New Comparability Safe Harbor 401(k) Plan

    By msmith, November 30, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 30, 2010

11. General Test SEP w/DB plan ?

    By JAY21, July 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • JAY21
    • July 26, 2004

12. calculating ideal salary with super-integrated plan

    By betheeg, March 22, 2004
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • March 23, 2004

13. Individual Rate Groups & Gateway

    By CuseFan, February 18, 2021
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • February 19, 2021

14. 2 plans w different entry dates

    By SoCalActuary, January 23, 2008
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2008

15. Super Integrated Plan for a 501(c)(3) organization?

    By Guest, August 15, 2000
    • 3 replies
    • 1.4k views
    • 
    • actuarysmith
    • August 16, 2000

16. General Non-Discrimination Testing

    By Towanda, June 14, 2018   

    • integrated
    • cash balance
    • (and 1 more)

      Tagged with:

      • integrated
      • cash balance
      • combo plans
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • June 15, 2018

17. Comp for testing

    By dmb, November 25, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • November 25, 2002

18. SARSEP and Profit Sharing

    By Guest Suanne, December 20, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 20, 2005

19. Relius Proposal Software

    By Guest auntmee8, October 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2002

20. Last day rule, 5% gateway, July 1 entry date, etc.

    By Guest rffahey, December 22, 2003
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • December 22, 2003

21. Cross-tested groups

    By Guest Ashley, December 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 22, 2003

22. Brochures

    By Guest sandi_parks, December 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • December 4, 2001

23. Cross Tested Contributions under 410(b)

    By Hoard1, December 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 1999

24. Prevailing Wage + 401(a)

    By #toomanyrules, January 18, 2022
    • 4 replies
    • 1.4k views
    • 
    • Bri
    • January 20, 2022

25. Are 401k catchup amts considered in c-t calcs?

    By Guest Dash02, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 10, 2002

26. New Comp Employee Groups - How to define

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

27. Reallocated Forfeitures

    By mming, July 20, 2018
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 25, 2018

28. Brushing Up On Cross Testing

    By mming, March 12, 2013
    • 3 replies
    • 1.4k views
    • 
    • mming
    • March 12, 2013

29. Cross tested group

    By Guest mol, November 3, 2004
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 4, 2004

30. Bifurcated Eligibility Requirements

    By stephen, February 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • February 24, 2003

31. Target Benefit Question

    By jkharvey, January 10, 2007
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 12, 2007

32. Cross-Testing

    By Dougsbpc, April 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 5, 2012

33. permitted aggregation

    By Guest greggi39, March 10, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2004

34. Money Purchase Plan impact on the Cross-test

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

35. Different eligibility requirements for different sources

    By dmb, March 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 8, 2005

36. Methodology in Calculating Age

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

37. Corrective Amendment for failed 401a4

    By Guest chris4013, December 10, 2003
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 15, 2003

38. Minimum Gateway Question

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

39. Demo 5

    By R. Butler, September 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • September 16, 2002

40. Plan has different entry dates for sources

    By BG5150, February 24, 2010
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • March 9, 2010

41. Corrective contribution included in test?

    By AndyH, January 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • January 17, 2002

42. Average Benefits Test

    By Guest Chris May, February 18, 2003
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • February 18, 2003

43. cb/nc/sh crossed tested

    By abanky, September 11, 2007
    • 4 replies
    • 1.4k views
    • 
    • abanky
    • September 13, 2007

44. Three-Year Averaging Method of Calculating EBARs

    By Guest Dash04, February 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • February 27, 2004

45. changing a group in new comp plan

    By wsp, April 12, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • April 13, 2005

46. New Comparability v. Cash Balance Plans

    By IRC401, March 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • IRC401
    • March 22, 2000

47. Testing a BRF

    By Guest Partly Cloudy, December 15, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 15, 2005

48. Gateway required?

    By Belgarath, April 11, 2018
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • April 12, 2018

49. Hey, I just thought of something (certainly others have, too) - Super-

    By AndyT, March 1, 2000
    • 2 replies
    • 1.4k views
    • 
    • AndyT
    • March 2, 2000

50. Cross-testing for Short Plan Year

    By chris, July 21, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • July 29, 1999