Cross-Tested Plans

1,233 topics in this forum

1. Frozen Cash Balance Plan

   By LarryDavid, June 2, 2010
   • 2 replies
   • 2.3k views
   • 
   • LarryDavid
   • June 15, 2010

2. 415(c) and Administering the Mega Backdoor Roth for 401(k) and ESOP Plans

   By Cardscrazy, April 29, 2021   

   • esop
   • 401k
   • (and 2 more)

     Tagged with:

     • esop
     • 401k
     • roth 401(k)
     • 415(c)
   • 2 replies
   • 1.3k views
   • 
   • Cardscrazy
   • May 4, 2021

3. New Comparability

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

4. 2 allocation schedules

   By dmb, May 14, 2013
   • 2 replies
   • 1.5k views
   • 
   • dmb
   • May 15, 2013

5. Top heavy minimum included in testing?

   By Sully, December 28, 2002
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • December 30, 2002

6. Calculating Grouped EBARs

   By Guest merlin, March 18, 2005
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • March 18, 2005

7. SHM in gateway

   By Audrey, June 26, 2024
   • 2 replies
   • 692 views
   • 
   • Audrey
   • June 27, 2024

8. Target Benefit Question

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

9. DB/DC testing and consistency

   By cathyw, May 6, 2016
   • 2 replies
   • 1.3k views
   • 
   • cathyw
   • May 6, 2016

10. Testing Compensation

    By Cloudy, May 9, 2022
    • 2 replies
    • 673 views
    • 
    • 401kology
    • May 10, 2022

11. Description of employee groups issue

    By chris, September 24, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 2, 2002

12. DEFINING GROUPS IN A NEW COMP PLAN-

    By Guest LBH, December 14, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 26, 2000

13. NRDs are different

    By Guest lerieleech, December 2, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2005

14. Cross-Tested Formulas in Prototype Plans

    By Laura Harrington, May 23, 2008
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 27, 2008

15. 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

16. Groupings

    By Belgarath, November 18, 2010
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • November 18, 2010

17. Cross Testing with SHNEC and TH minimum

    By Guest KAGrist, May 22, 2007
    • 2 replies
    • 2.1k views
    • 
    • AndyH
    • May 24, 2007

18. Money Purcchase Contribution

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

19. Classifications

    By dmb, February 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • RTK
    • February 18, 2003

20. Retroactive Amendment?

    By Guest notapensiongeek, June 24, 2009
    • 2 replies
    • 2.7k views
    • 
    • BG5150
    • June 25, 2009

21. Is Gateway contribution required in this case?

    By AKconsult, August 13, 2015
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 13, 2015

22. eligibility issues

    By wsp, December 21, 2007
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • December 27, 2007

23. Excluding otherwise excludable employees

    By Guest JLecas, February 26, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2013

24. Coverage vs Nondiscrimination

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

25. amending to new comp in mid year

    By Santo Gold, August 27, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 27, 2007

26. Excluding HCE's by Compensation

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

27. DC+CB combo but different compensation definitions

    By Jakyasar, December 3, 2020
    • 2 replies
    • 699 views
    • 
    • Jakyasar
    • December 3, 2020

28. Rate group question

    By FJR, July 28, 2005
    • 2 replies
    • 1.6k views
    • 
    • could be me maybe not
    • July 28, 2005

29. K refunds-how to handle for ABPT?

    By AndyH, March 12, 2002
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • March 12, 2002

30. Sample Plan Document

    By Guest Erek Sharp, September 6, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 6, 2002

31. Combo 401(k) & New Comp

    By pbarrett, February 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • kocak
    • February 18, 2003

32. Average Benefits Test

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

33. Terminated participants

    By Guest RJF, December 7, 2005
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 7, 2005

34. Allowing owners (by family attribution) to opt out of participation

    By Guest Troy S., December 14, 2006
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • December 14, 2006

35. Gateway Minimum

    By stephen20, January 25, 2020   

    • cross tested
    • profit sharing plan
    • 2 replies
    • 721 views
    • 
    • stephen20
    • January 26, 2020

36. Terminated with less than 500 hours

    By dmb, February 25, 2015
    • 2 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 26, 2015

37. 3% SHNEC for NHCEs and 9% PS for HCEs ok?

    By cheersmate, February 28, 2013
    • 2 replies
    • 1.1k views
    • 
    • cheersmate
    • February 28, 2013

38. Two Plans and General testing

    By Dougsbpc, February 28, 2006
    • 2 replies
    • 2.1k views
    • 
    • Dougsbpc
    • February 28, 2006

39. Allocation Formula change on last day of plan year

    By JustnERPA, March 6, 2019
    • 2 replies
    • 770 views
    • 
    • Doc Ument
    • March 7, 2019

40. Different Eligibility for Different Sources

    By Dennis Povloski, March 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 16, 2010

41. 403(b) by doctor at hospital - effects on his practice's DB/DC combo.

    By Bri, March 16, 2022
    • 2 replies
    • 1.2k views
    • 
    • Bri
    • March 18, 2022

42. rate groups

    By abanky, December 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 18, 2006

43. Impute Disparity - 35 Year Service Cap

    By LarryDavid, August 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • LarryDavid
    • August 26, 2011

44. Rate banding?

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

45. Gateway Compensation & Inclusion

    By Hoard1, February 12, 2002
    • 2 replies
    • 1.6k views
    • 
    • Hoard1
    • February 12, 2002

46. Proposal Software

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

47. beginning of the year CB Plan

    By abanky, May 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • abanky
    • May 30, 2008

48. Cross-testing DC Plans - EBARs

    By Guest sritts, April 16, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2002

49. Allocation Basis and Gateway

    By Earl, March 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • March 14, 2009

50. cross test TH min/gateway to otherwise excludable ee

    By jmartin, April 3, 2012
    • 2 replies
    • 1.6k views
    • 
    • jmartin
    • April 3, 2012