Cross-Tested Plans

1,233 topics in this forum

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

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

2. Rate groups and allocations

   By FJR, June 24, 2003
   • 24 replies
   • 5.4k views
   • 
   • AndyH
   • June 29, 2003

3. Inputting Permitted Disparity

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

4. Top Heavy Aggregation

   By Guest lforesz, April 19, 2003
   • 12 replies
   • 3.1k views
   • 
   • AndyH
   • June 11, 2003

5. Fail Safe Language

   By Lynn Campbell, May 6, 2003
   • 12 replies
   • 5.4k views
   • 
   • Tom Poje
   • June 3, 2003

6. DC/DB combo plans

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

7. Cross-tested and safe harbor Plan

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

8. 401(a)(4) TEST GROUP

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

9. Contribution Funding

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

10. CROSS-TESTED DESIGN A CODA?

    By KJohnson, May 15, 2003
    • 18 replies
    • 4.1k views
    • 
    • KJohnson
    • May 21, 2003

11. gateway and multiple formula situation

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

12. DC Cross-test Broadly Available Allocations

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

13. Another gateway question

    By Guest dietpepsi, May 15, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 15, 2003

14. age 65 factor for later ret. ages

    By drakecohen, May 14, 2003
    • 7 replies
    • 1.7k views
    • 
    • drakecohen
    • May 15, 2003

15. Gateway provided in another DC plan?

    By Guest Judy S, May 14, 2003
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • May 15, 2003

16. Gateway rule

    By Guest Napili, May 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 12, 2003

17. Passing 401(a)(4)

    By Archimage, May 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 9, 2003

18. Rate Groups

    By Archimage, May 8, 2003
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 9, 2003

19. FORFEITURE ALLOCATION BY RATE GROUP

    By Guest DIB, April 30, 2003
    • 19 replies
    • 3.2k views
    • 
    • Mike Preston
    • May 5, 2003

20. Gateway

    By Guest chris4013, May 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 2, 2003

21. Excluding HCE's by Compensation

    By Guest chris4013, May 1, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 1, 2003

22. Amending plan to New Comp

    By Guest chris4013, April 30, 2003
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 30, 2003

23. EBARS/401a4

    By Guest chris4013, April 29, 2003
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • April 29, 2003

24. Excluding One Child Out of a Family of Owners

    By Guest Jimmy B, April 14, 2003
    • 11 replies
    • 2.1k views
    • 
    • AndyH
    • April 29, 2003

25. Component Plans

    By Guest greggi39, March 27, 2003
    • 9 replies
    • 1.9k views
    • 
    • Gilmore
    • April 17, 2003

26. Definitely determinable benefits

    By Guest John Nelson, April 16, 2003
    • 3 replies
    • 2.3k views
    • 
    • AndyH
    • April 16, 2003

27. DB/DC combos

    By Guest lforesz, April 8, 2003
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • April 9, 2003

28. Eligibility for Cross Tested 401(k) Profit Sharing Plan

    By Guest KDaugherty, March 17, 2003
    • 18 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2003

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

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

30. Integrated formula in a cross-tested plan

    By eilano, March 11, 2003
    • 14 replies
    • 2.9k views
    • 
    • Earl
    • March 17, 2003

31. Graded Formula and Gateway--Will This "Fly?"

    By lkpittman, March 17, 2003
    • 3 replies
    • 1k views
    • 
    • lkpittman
    • March 17, 2003

32. Allocation limit?

    By pbarrett, March 13, 2003
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • March 17, 2003

33. Annuity Purchase Rates(APR)

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

34. 401(k)/New Comp

    By Gilmore, March 6, 2003
    • 14 replies
    • 2.2k views
    • 
    • Gilmore
    • March 11, 2003

35. Irrevocable Waiver

    By Archimage, February 27, 2003
    • 4 replies
    • 2.1k views
    • 
    • Archimage
    • March 6, 2003

36. failed ABT

    By kmciver, March 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 5, 2003

37. Any DATAIR users out there?

    By lkpittman, February 25, 2003
    • 4 replies
    • 1.1k views
    • 
    • kocak
    • March 2, 2003

38. gateway and irrevocable election

    By Guest shronesz, February 26, 2003
    • 13 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 28, 2003

39. Avg Benefit Test

    By PJaeger, February 26, 2003
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 28, 2003

40. Testing Age

    By Blinky the 3-eyed Fish, February 27, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 28, 2003

41. Consistent Treatment of Otherwise Excludables?

    By Guest merlin, February 26, 2003
    • 14 replies
    • 2.3k views
    • 
    • Fred Payne
    • February 28, 2003

42. average benefit percentage

    By abanky, February 26, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

43. zero allocation to particular classification and be relieved of gatewa

    By Brenda Wren, February 25, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2003

44. Bifurcated Eligibility Requirements

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

45. Non top heavy Plan - participant <1000 hrs

    By pmacduff, February 21, 2003
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 24, 2003

46. DB Plan on top of X-tested PS p lan

    By dmb, February 21, 2003
    • 5 replies
    • 1.1k views
    • 
    • AndyH
    • February 21, 2003

47. plans subject to gateway

    By Guest 401kproman, February 19, 2003
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 20, 2003

48. "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

49. Rate banding?

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

50. Average Benefits Test

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