Cross-Tested Plans

1,233 topics in this forum

1. Sole-Prop

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

2. The testing part of cross testing !

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

3. restructuring

   By Draper55, December 23, 2015
   • 5 replies
   • 1.4k views
   • 
   • Mike Preston
   • December 28, 2015

4. 5% Gateway With Multiple Eligibility Provisions

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

5. 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

6. Contributions and Rate Groups

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

7. 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

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

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

9. Using ABPT to pass Coverage

   By Dougsbpc, July 11, 2022
   • 3 replies
   • 1.4k views
   • 
   • DBnme
   • August 26, 2022

10. Limitation Years After 12/31/01

    By Guest SWIN, June 22, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2001

11. 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

12. New Comparability and DB Plan

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

13. DB/DC Gateway Testing

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

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. Group classifications; timing of determination?

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

17. No Allocation For HCEs?

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

18. Testing Age

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

19. QNEC Considered NEC?

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

20. help with testing-check my numbers

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

21. top 20% and cross testing

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

22. Cross-Tested Document Issue

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

23. Does QNEC to pass ADP trigger gateway?

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

24. Ambiguous Classifications

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

25. New Comp plan w/ Roth 401k feature

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

26. Permissive Aggregation

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

27. Waiver of Participation - Disqualification of Plan

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

28. Testing methodology?

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

29. Excluding HCE's by Compensation

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

30. New Comp Allocation Language

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

31. New Comp Plan-deduction Issue

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

32. Excluding Union employees from testing

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

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

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

34. Avg Benefits Test and Cross Testing

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

35. misc info

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

36. 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

37. Testing Failure

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

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

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

39. General Test Question

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

40. Tiered allocation for partnership of professional corporations

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

41. 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

42. minimum gateway document language (Corbel)

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

43. Coordination of Excess Contributions

    By Guest lforesz, January 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • January 27, 2001

44. Aggregate for Testing Purposes?

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

45. 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

46. Different eligibility for deferral and match

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

47. 414s compensation and testing

    By Chippy, December 23, 2013
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • December 24, 2013

48. 401(k) Cross-Tested in Relius

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

49. 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

50. Davis Bacon Prev Wage - discretion?

    By cheersmate, May 13, 2015   

    • cross tested 401k
    • davis bacon
    • (and 2 more)

      Tagged with:

      • cross tested 401k
      • davis bacon
      • prevailing wage
      • discretionary deposit
    • 0 replies
    • 1.4k views
    • 
    • cheersmate
    • May 13, 2015