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Cross-Tested Plans

1,235 topics in this forum

  1. Bifurcated Testing for Cross Tested Safe Harbor 401k

    By cheersmate,
    • 7 replies
    • 1k views

  2. Testing 2 plans with different year ends

    By Dougsbpc,
    • 2 replies
    • 1.4k views

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

    By TPApril,
    • 3 replies
    • 941 views

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

    By chc93,
    • 3 replies
    • 1.5k views

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

    By Tom,
    • 6 replies
    • 1.9k views

  6. New Comparability Contributions - made throughout the year

    By AlwaysLearning,
    • 5 replies
    • 1.2k views

  7. electing not to receive an allocation

    By 52626,
    • 12 replies
    • 1.5k views

  8. 415(c) and Administering the Mega Backdoor Roth for 401(k) and ESOP Plans

    By Cardscrazy,   
    • 2 replies
    • 1.5k views

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

    By Moosen14,
    • 6 replies
    • 2.1k views

  10. New Plan Design too aggressive?

    By cheersmate,   
    • 6 replies
    • 1.2k views

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

    By Hojo,
    • 9 replies
    • 1.4k views

  12. 415 vs catchup (again!)

    By pmacduff,
    • 7 replies
    • 2.6k views

  13. Individual Rate Groups & Gateway

    By CuseFan,
    • 6 replies
    • 1.6k views

  14. Accrued to date testing--compensation question

    By BG5150,
    • 5 replies
    • 1.1k views

  15. TH only need Gateway?

    By BG5150,
    • 3 replies
    • 925 views

  16. Ind. rate grp flexibility

    By TPApril,
    • 1 reply
    • 829 views

  17. Component Plan / Restructuring

    By austin3515,
    • 8 replies
    • 2.1k views

  18. 3% to all but HCE

    By Becky Schwing,
    • 13 replies
    • 1.6k views

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

    By RestAssured,
    • 1 reply
    • 807 views

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

    By cheersmate,   
    • 2 replies
    • 1.1k views

  21. Accrued-to-date testing after fresh start

    By Dougsbpc,
    • 1 reply
    • 850 views

  22. Floor Offset Plan

    By Sunny Gupta,
    • 1 reply
    • 603 views

  23. Excluded by Job Class

    By Becky Schwing,
    • 1 reply
    • 848 views

  24. 3%SHNEC for NHCES and 9%PS for Owners ok?

    By cheersmate,   
    • 6 replies
    • 1.1k views

  25. DC+CB combo but different compensation definitions

    By Jakyasar,
    • 2 replies
    • 812 views

  26. Gateway Minimums

    By ConnieStorer,   
    • 2 replies
    • 853 views

  27. Cross Tested 401kPS w 3%SH

    By cheersmate,   
    • 11 replies
    • 1.8k views

  28. Calculating EBAR itself

    By Belgarath,
    • 0 replies
    • 679 views

  29. Is gateway required

    By Jakyasar,
    • 4 replies
    • 1.2k views

  30. PS Plan - grouping for a new category

    By Jakyasar,
    • 2 replies
    • 1.4k views

  31. Gateway

    By Becky Schwing,
    • 5 replies
    • 1.6k views

  32. Curiosity...

    By Belgarath,
    • 4 replies
    • 1.2k views

  33. Compensation used for Minimum Allocation Gateway

    By LarryDavid,
    • 8 replies
    • 10.8k views

  34. 414(s) brain cramp

    By Belgarath,
    • 2 replies
    • 1.3k views

  35. Rate banding

    By Belgarath,
    • 4 replies
    • 1.8k views

  36. cross-testing controlled group and excluding one company

    By TPAnnie,   
    • 1 reply
    • 1.1k views

  37. Testing where self-correction involved

    By Belgarath,
    • 3 replies
    • 954 views

  38. Using integrated formula on cross-tested plan

    By Lorraine Steinberg,
    • 18 replies
    • 3.2k views

  39. Gateway Minimum

    By stephen20,   
    • 2 replies
    • 803 views

  40. Use cross tested formula when document calls for integrated

    By Cheryl S,
    • 31 replies
    • 3.5k views

  41. Rate group failure - correction options

    By TPApril,
    • 27 replies
    • 3.4k views

  42. S-Corp New Comparability 401k plan

    By dmb,
    • 6 replies
    • 2k views

  43. PS Allocations and Otherwise Excludables

    By CuseFan,
    • 5 replies
    • 1.8k views

  44. Max ER Alloc % per participant

    By jmartin,
    • 1 reply
    • 685 views

  45. Aggregation Required?

    By Dougsbpc,
    • 1 reply
    • 832 views

  46. which interest rate and mortality table

    By M Norton,   
    • 6 replies
    • 2.4k views

  47. Minimum allocation in money purchase plan

    By dmb,
    • 5 replies
    • 1.1k views

  48. 401(a)4 Failure

    By thepensionmaven,
    • 12 replies
    • 3.4k views

  49. SH401k w PS: Employer Deposit is late

    By cheersmate,
    • 11 replies
    • 1.8k views

  50. Not sure on this one.....

    By Bri,
    • 4 replies
    • 794 views
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