Cross-Tested Plans

1,233 topics in this forum

1. Another gateway question

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

2. Gateway provided in another DC plan?

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

3. age 65 factor for later ret. ages

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

4. Gateway rule

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

5. Passing 401(a)(4)

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

6. Rate Groups

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

7. Fail Safe Language

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

8. Gateway

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

9. Excluding HCE's by Compensation

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

10. Avg Ben % Test

    By Guest Judy S, May 1, 2003
    • 22 replies
    • 3.4k views
    • 
    • AndyH
    • April 28, 2004

11. FORFEITURE ALLOCATION BY RATE GROUP

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

12. Amending plan to New Comp

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

13. EBARS/401a4

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

14. Top Heavy Aggregation

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

15. Definitely determinable benefits

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

16. 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

17. DB/DC combos

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

18. Component Plans

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

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

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

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

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

21. 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

22. Allocation limit?

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

23. Annuity Purchase Rates(APR)

    By Guest William Lehman, March 11, 2003
    • 4 replies
    • 1.5k views
    • 
    • imchipbrown
    • March 11, 2003

24. Integrated formula in a cross-tested plan

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

25. permitted aggregation

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

26. Safe Harbor 401(k)/Cross-tested PS

    By betheeg, March 10, 2003
    • 11 replies
    • 3.5k views
    • 
    • Tom Poje
    • March 10, 2005

27. 401(k)/New Comp

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

28. failed ABT

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

29. minimum gateway for participant only entitled to top heavy?

    By betheeg, March 4, 2003
    • 25 replies
    • 10.1k views
    • 
    • AndyH
    • May 28, 2009

30. Irrevocable Waiver

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

31. Testing Age

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

32. average benefit percentage

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

33. gateway and irrevocable election

    By Guest shronesz, February 26, 2003
    • 13 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 28, 2003

34. Consistent Treatment of Otherwise Excludables?

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

35. Avg Benefit Test

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

36. 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

37. Any DATAIR users out there?

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

38. Bifurcated Eligibility Requirements

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

39. Non top heavy Plan - participant <1000 hrs

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

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

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

41. plans subject to gateway

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

42. Rate banding?

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

43. "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

44. Average Benefits Test

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

45. Combo 401(k) & New Comp

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

46. Min contribution by classification?

    By Guest rickw, February 17, 2003
    • 3 replies
    • 979 views
    • 
    • Mike Preston
    • February 18, 2003

47. Classification - part-timers?

    By Guest rickw, February 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 17, 2003

48. Classifications

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

49. Restructuring and Gateway rules

    By AndyH, February 12, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 13, 2003

50. Cross Testing a Controlled Group

    By dmb, February 11, 2003
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 11, 2003