Cross-Tested Plans

1,234 topics in this forum

1. Average Benefits Test

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

2. Classifications

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

3. Combo 401(k) & New Comp

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

4. Min contribution by classification?

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

5. Classification - part-timers?

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

6. Restructuring and Gateway rules

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

7. Top heavy and general testing

   By jaemmons, February 7, 2003
   • 10 replies
   • 2.7k views
   • 
   • Guest
   • February 13, 2003

8. Cross Testing a Controlled Group

   By dmb, February 11, 2003
   • 9 replies
   • 1.8k views
   • 
   • Mike Preston
   • February 11, 2003

9. More cross testing issues

   By Guest RBlaine, February 10, 2003
   • 5 replies
   • 1.3k views
   • 
   • Tom Poje
   • February 11, 2003

10. What's an "age neutral plan"?

    By Guest kgsingletary, February 7, 2003
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • February 10, 2003

11. Coverage Testing

    By Archimage, January 31, 2003
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 2003

12. Small 401k that may allow 100% HCE deferral

    By Guest rickw, January 8, 2003
    • 18 replies
    • 1.9k views
    • 
    • AndyH
    • February 4, 2003

13. Gateway and Top Heavy

    By Gilmore, December 5, 2002
    • 24 replies
    • 5.7k views
    • 
    • KJohnson
    • January 27, 2003

14. minimum gateway document language (Corbel)

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

15. Non Discrim Classsification Test- Midpoints

    By Guest William Lehman, January 23, 2003
    • 1 reply
    • 1k views
    • 
    • Archimage
    • January 23, 2003

16. Gateway For a Plan Using 414(s) Comp

    By Guest merlin, January 10, 2003
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 10, 2003

17. EGTRRA & 414(s) Compensation

    By Blinky the 3-eyed Fish, January 10, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 10, 2003

18. "Gateway"

    By Guest gkaley, January 8, 2003
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 8, 2003

19. 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

20. classifications

    By betheeg, December 30, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 6, 2003

21. child and non-discrimination classification testing

    By wsp, December 31, 2002
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 3, 2003

22. 401(k) Cross Test Plan

    By Guest Thornton, December 31, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2003

23. Restructuring to allow 100% 401k for HCE

    By Guest rickw, December 30, 2002
    • 15 replies
    • 2.5k views
    • 
    • AndyH
    • December 30, 2002

24. "manage" census with young part-timers?

    By Guest rickw, December 30, 2002
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

25. Top heavy minimum included in testing?

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

26. 500 Hour Rule issue

    By chris, December 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

27. Controlled Group/ Cross-Testing

    By IRC401, December 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 27, 2002

28. ABT-Safe Harbor 401(k)

    By Guest William Lehman, December 19, 2002
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 26, 2002

29. cross-testing available in a prototype?

    By chris, December 20, 2002
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • December 23, 2002

30. Gateway minimums...

    By jaemmons, December 16, 2002
    • 8 replies
    • 2.2k views
    • 
    • Belgarath
    • December 18, 2002

31. coverage (70% or ABPT)

    By Guest greggi39, December 12, 2002
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • December 13, 2002

32. help with testing-check my numbers

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

33. Gateway and Forfeitures

    By dmb, December 10, 2002
    • 1 reply
    • 999 views
    • 
    • AndyH
    • December 10, 2002

34. Coverage Testing

    By Guest Mike Schwing, December 3, 2002
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • December 6, 2002

35. LLCs and compensation issues

    By kocak, December 5, 2002
    • 0 replies
    • 972 views
    • 
    • kocak
    • December 5, 2002

36. SEPS & Cross-Tested Plans

    By Fred Payne, December 3, 2002
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • December 4, 2002

37. more help on classifications

    By Guest ANNEBV, December 2, 2002
    • 11 replies
    • 1.5k views
    • 
    • Guest
    • December 3, 2002

38. Gateway for HCE's only?

    By kmciver, November 25, 2002
    • 8 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 3, 2002

39. Minimum Required Contribution for NHCEs

    By MarZDoates, November 25, 2002
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • November 25, 2002

40. Life Insurance in qualified plans - Policy Loan

    By Guest allanH, November 12, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • November 25, 2002

41. Comp for testing

    By dmb, November 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • November 25, 2002

42. help with classifications

    By Guest ANNEBV, November 20, 2002
    • 7 replies
    • 1.5k views
    • 
    • actuarysmith
    • November 22, 2002

43. Basic Guidelines to New Comparability / Cross Testing Available?

    By Guest crosseyedtester, November 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 22, 2002

44. Fees for cross tested plans?

    By AndyH, November 21, 2002
    • 1 reply
    • 1.2k views
    • 
    • Fred Payne
    • November 22, 2002

45. Rate Banding

    By Archimage, November 20, 2002
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 21, 2002

46. New Comp Plan Design

    By Guest Lex, November 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 18, 2002

47. Covered Compensation Tables

    By Fred Payne, November 8, 2002
    • 7 replies
    • 1.6k views
    • 
    • Fred Payne
    • November 16, 2002

48. Cross tested w/ 401(k) & match

    By R. Butler, November 5, 2002
    • 13 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 15, 2002

49. corbel docs

    By Guest alexis, November 13, 2002
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • November 13, 2002

50. Who gets a 5% contribution?

    By Jeff Kirtner, July 9, 2001
    • 47 replies
    • 8.1k views
    • 
    • AndyH
    • November 12, 2002