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Cross-Tested Plans

1,233 topics in this forum

  1. MP Plan - Defined Groups - list in SPD?

    By TPApril,
    • 3 replies
    • 834 views

  2. 401(a)(4) testing using attained age or age nearest

    By chc93,
    • 3 replies
    • 1.3k views

  3. Class allocated profit sharing with last day of year employment condition

    By Tom,
    • 6 replies
    • 1.6k views

  4. New Comparability Contributions - made throughout the year

    By AlwaysLearning,
    • 5 replies
    • 1k views

  5. electing not to receive an allocation

    By 52626,
    • 12 replies
    • 1.3k views

  6. 415(c) and Administering the Mega Backdoor Roth for 401(k) and ESOP Plans

    By Cardscrazy,   
    • 2 replies
    • 1.3k views

  7. Deemed CODA concern - profit sharing contribution taken into account for partnership distribution

    By Moosen14,
    • 6 replies
    • 1.9k views

  8. New Plan Design too aggressive?

    By cheersmate,   
    • 6 replies
    • 1.1k views

  9. DC+CB Combo - Short Plan Year & Gateway

    By Hojo,
    • 9 replies
    • 1.3k views

  10. 415 vs catchup (again!)

    By pmacduff,
    • 7 replies
    • 2.3k views

  11. Individual Rate Groups & Gateway

    By CuseFan,
    • 6 replies
    • 1.5k views

  12. Accrued to date testing--compensation question

    By BG5150,
    • 5 replies
    • 947 views

  13. TH only need Gateway?

    By BG5150,
    • 3 replies
    • 834 views

  14. Ind. rate grp flexibility

    By TPApril,
    • 1 reply
    • 717 views

  15. Component Plan / Restructuring

    By austin3515,
    • 8 replies
    • 1.8k views

  16. 3% to all but HCE

    By Becky Schwing,
    • 13 replies
    • 1.5k views

  17. Tutorial Needed (Ok, a long class....)

    By RestAssured,
    • 1 reply
    • 728 views

  18. New Comp Plan - bifurcate testing (c/t for some, alloc rate for others)?

    By cheersmate,   
    • 2 replies
    • 980 views

  19. Accrued-to-date testing after fresh start

    By Dougsbpc,
    • 1 reply
    • 780 views

  20. Floor Offset Plan

    By Sunny Gupta,
    • 1 reply
    • 531 views

  21. Excluded by Job Class

    By Becky Schwing,
    • 1 reply
    • 758 views

  22. 3%SHNEC for NHCES and 9%PS for Owners ok?

    By cheersmate,   
    • 6 replies
    • 1k views

  23. DC+CB combo but different compensation definitions

    By Jakyasar,
    • 2 replies
    • 713 views

  24. Gateway Minimums

    By ConnieStorer,   
    • 2 replies
    • 730 views

  25. Cross Tested 401kPS w 3%SH

    By cheersmate,   
    • 11 replies
    • 1.6k views

  26. Calculating EBAR itself

    By Belgarath,
    • 0 replies
    • 650 views

  27. Is gateway required

    By Jakyasar,
    • 4 replies
    • 1.1k views

  28. PS Plan - grouping for a new category

    By Jakyasar,
    • 2 replies
    • 1.3k views

  29. Gateway

    By Becky Schwing,
    • 5 replies
    • 1.5k views

  30. Curiosity...

    By Belgarath,
    • 4 replies
    • 1.2k views

  31. Compensation used for Minimum Allocation Gateway

    By LarryDavid,
    • 8 replies
    • 10.5k views

  32. 414(s) brain cramp

    By Belgarath,
    • 2 replies
    • 1.3k views

  33. Rate banding

    By Belgarath,
    • 4 replies
    • 1.8k views

  34. cross-testing controlled group and excluding one company

    By TPAnnie,   
    • 1 reply
    • 957 views

  35. Testing where self-correction involved

    By Belgarath,
    • 3 replies
    • 886 views

  36. Using integrated formula on cross-tested plan

    By Lorraine Steinberg,
    • 18 replies
    • 2.9k views

  37. Gateway Minimum

    By stephen20,   
    • 2 replies
    • 728 views

  38. Use cross tested formula when document calls for integrated

    By Cheryl S,
    • 31 replies
    • 3.2k views

  39. Rate group failure - correction options

    By TPApril,
    • 27 replies
    • 3.1k views

  40. S-Corp New Comparability 401k plan

    By dmb,
    • 6 replies
    • 1.8k views

  41. PS Allocations and Otherwise Excludables

    By CuseFan,
    • 5 replies
    • 1.7k views

  42. Max ER Alloc % per participant

    By jmartin,
    • 1 reply
    • 626 views

  43. Aggregation Required?

    By Dougsbpc,
    • 1 reply
    • 766 views

  44. which interest rate and mortality table

    By M Norton,   
    • 6 replies
    • 2.2k views

  45. Minimum allocation in money purchase plan

    By dmb,
    • 5 replies
    • 999 views

  46. 401(a)4 Failure

    By thepensionmaven,
    • 12 replies
    • 3.2k views

  47. SH401k w PS: Employer Deposit is late

    By cheersmate,
    • 11 replies
    • 1.7k views

  48. Not sure on this one.....

    By Bri,
    • 4 replies
    • 721 views

  49. Does QNEC to pass ADP trigger gateway?

    By BG5150,
    • 5 replies
    • 1.4k views

  50. Refund of 415 limit due to crediting rule and ABT

    By tghooper,
    • 2 replies
    • 833 views
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