Cross-Tested Plans

1,234 topics in this forum

1. changing a group in new comp plan

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

2. Excluding Union employees from testing

   By dmb, October 11, 2018
   • 1 reply
   • 1.4k views
   • 
   • Kevin C
   • October 12, 2018

3. Does QNEC to pass ADP trigger gateway?

   By BG5150, May 1, 2019
   • 5 replies
   • 1.4k views
   • 
   • Tom Poje
   • May 1, 2019

4. Cross-testing for Short Plan Year

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

5. Testing a BRF

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

6. 5% Gateway With Multiple Eligibility Provisions

   By Guest sdolce, October 4, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 4, 2001

7. The testing part of cross testing !

   By Guest rffahey, January 19, 2004
   • 4 replies
   • 1.4k views
   • 
   • Mike Preston
   • January 20, 2004

8. HCE determination in a Controlled Group becoming a multiple emplohyer

   By dmb, April 15, 2015
   • 1 reply
   • 1.4k views
   • 
   • My 2 cents
   • April 16, 2015

9. Waiver of Participation - Disqualification of Plan

   By Guest Nadia, July 11, 2002
   • 4 replies
   • 1.4k views
   • 
   • Richard Anderson
   • July 11, 2002

10. Sole-Prop

    By Guest thepitts, October 28, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 28, 2002

11. Contributions and Rate Groups

    By Guest avascoe@hmvcpa.com, November 23, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 23, 2009

12. Are Cross-Tested Plans really here to stay???

    By Guest Dennis Siko, September 30, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 1, 1999

13. Ambiguous Classifications

    By Spencer, February 4, 2010
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • February 24, 2010

14. I don't think I've heard this discussed yet - In light of 2000-14, how

    By AndyT, March 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • March 22, 2000

15. Are cross tested plans supposed to allocated contribution based on age -or- job classification ? ..... Which is it ?

    By Moe Howard, October 29, 2003
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • October 30, 2003

16. Permissive Aggregation

    By Guest naveen, June 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill3
    • June 17, 2010

17. help with testing-check my numbers

    By betheeg, December 10, 2002
    • 8 replies
    • 1.4k views
    • 
    • AndyH
    • December 11, 2002

18. cross-tested contribution made to one of two plans that are considered brother/sister control group

    By Guest gnappi, March 31, 2004
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • March 31, 2004

19. Testing Age

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

20. Interest Rate used for a New Comp Plan

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

21. Cross-Tested Document Issue

    By PensionPro, April 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 9, 2008

22. Group classifications; timing of determination?

    By AndyH, June 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • June 6, 2002

23. Restructuring

    By R. Butler, February 12, 2023
    • 9 replies
    • 1.4k views
    • 
    • truphao
    • February 14, 2023

24. top 20% and cross testing

    By Guest Lawrenceg, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 9, 2007

25. New Comparability and DB Plan

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

26. Testing Failure

    By dneterr, March 1, 2023
    • 6 replies
    • 1.4k views
    • 
    • Nate S
    • March 14, 2023

27. No Allocation For HCEs?

    By mming, July 17, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • July 17, 2009

28. DB/DC Gateway Testing

    By Young Curmudgeon, March 11, 2013
    • 2 replies
    • 1.4k views
    • 
    • Young Curmudgeon
    • March 11, 2013

29. QNEC Considered NEC?

    By Dougsbpc, December 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 23, 2003

30. Testing methodology?

    By Guest cosmo1215, December 3, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • December 6, 2004

31. Everyone in own group--can't use which test?

    By BG5150, December 22, 2015
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • December 22, 2015

32. New Comp plan w/ Roth 401k feature

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

33. New Comp Allocation Language

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

34. Increasing PS Cross Tested Percentage to pass Testing for a Participant who worked less than 1000 hours but the plan has 1000 hour and last day requirement

    By Dawn Marlar, February 24, 2022
    • 7 replies
    • 1.4k views
    • 
    • chc93
    • February 28, 2022

35. General Test Question

    By Dougsbpc, December 15, 2018
    • 3 replies
    • 1.4k views
    • 
    • Larry Starr
    • December 18, 2018

36. 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
    • 1.4k views
    • 
    • Cardscrazy
    • May 4, 2021

37. Excluding HCE's by Compensation

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

38. New Comp Plan-deduction Issue

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

39. Compensation limit for plan year ending 3/31/2000.

    By Guest NAdministrator, June 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 29, 2000

40. Different eligibility for deferral and match

    By FAPInJax, December 22, 2016
    • 4 replies
    • 1.4k views
    • 
    • FAPInJax
    • December 22, 2016

41. misc info

    By Tom Poje, March 22, 2006
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 22, 2006

42. Avg Benefits Test and Cross Testing

    By Guest Michele Ciz, October 25, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 25, 2010

43. Tiered allocation for partnership of professional corporations

    By Guest AlCal, November 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2000

44. minimum gateway document language (Corbel)

    By Tom Poje, January 27, 2003
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 27, 2003

45. On-line source for overview of restructuring and component testing?

    By Guest rickw, January 2, 2003
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • January 7, 2003

46. S% safe harbor 401K Plan plus cross tested profit sharing allocation - with a participant who enters on 7/1/03

    By Guest rffahey, March 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 17, 2004

47. What to do now? -- plan sponsor prospect wants to set up a new compara

    By Guest SPollock, April 6, 2000
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • April 9, 2000

48. 401(k) Cross-Tested in Relius

    By Archimage, November 1, 2002
    • 5 replies
    • 1.4k views
    • 
    • Archimage
    • November 4, 2002

49. Aggregate for Testing Purposes?

    By Dougsbpc, December 9, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 9, 2010

50. Does death of participant affect ability to cross test?

    By Dawn Hafner, April 10, 2002
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 10, 2002