Cross-Tested Plans

1,233 topics in this forum

1. 401(a)(26) NC and CB

   By abanky, October 17, 2007
   • 1 reply
   • 1.9k views
   • 
   • ak2ary
   • October 17, 2007

2. 401(a)(4)

   By Guest JimD, March 7, 2002
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • March 8, 2002

3. 401(a)(4) and 403b plan

   By 30Rock, October 31, 2013
   • 4 replies
   • 5.3k views
   • 
   • Tom Poje
   • November 1, 2013

4. 401(a)(4) and irrevocable waiver

   By cdavis25, January 20, 2012
   • 3 replies
   • 1.5k views
   • 
   • cdavis25
   • February 2, 2012

5. 401(a)(4) Test for SH 401(k)

   By Dougsbpc, October 3, 2008
   • 6 replies
   • 3.3k views
   • 
   • Tom Poje
   • December 22, 2008

6. 401(a)(4) TEST GROUP

   By Guest gkaley, May 23, 2003
   • 3 replies
   • 2.1k views
   • 
   • AndyH
   • May 23, 2003

7. 401(a)(4) testing

   By John Feldt ERPA CPC QPA, January 8, 2008
   • 1 reply
   • 2.6k views
   • 
   • Jim Chad
   • January 8, 2008

8. 401(a)(4) Testing Group

   By Guest Golden401k, December 11, 2006
   • 4 replies
   • 6.1k views
   • 
   • AndyH
   • December 12, 2006

9. 401(a)(4) testing using attained age or age nearest

   By chc93, July 8, 2021
   • 3 replies
   • 1.3k views
   • 
   • CuseFan
   • July 9, 2021

10. 401(a)(4)testing of safe harbor non-elective component

    By Guest JL, June 5, 2000
    • 5 replies
    • 3.4k views
    • 
    • AndyH
    • June 21, 2000

11. 401(a)4 Failure

    By thepensionmaven, May 9, 2019
    • 12 replies
    • 3.2k views
    • 
    • AndyH
    • May 31, 2019

12. 401(k) + P/S/P Cross-testing

    By Guest Lisha, September 29, 2004
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • October 1, 2004

13. 401(k) Cross Test Plan

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

14. 401(k) Cross tested plan with a 3% safe harbor non elective contribution

    By alwaysaquestion, July 23, 2024
    • 2 replies
    • 965 views
    • 
    • Bri
    • July 23, 2024

15. 401(k) Cross-Tested in Relius

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

16. 401(k) Deferral Refund & ABT

    By Penman2006, October 21, 2007
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • October 25, 2007

17. 401(k) plan offered by payroll service combined with existing cross-te

    By David MacLennan, January 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • richard
    • January 23, 2001

18. 401(k) plans and cross-tested plans

    By smm, March 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 15, 2001

19. 401(k) PSP that is c/t - new EE won't give DOB

    By doombuggy, February 9, 2012
    • 4 replies
    • 1.3k views
    • 
    • shERPA
    • February 13, 2012

20. 401(k) Safe Harbor Contributions

    By Guest Rob Kobrine, April 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 24, 2002

21. 401(k) Safe Harbor only deposit for the NHCE group

    By Guest wolfpack, June 8, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 10, 1999

22. 401(K) Safe Harbor w/cross tested PS

    By MBCarey, October 14, 2003
    • 9 replies
    • 1.6k views
    • 
    • Archimage
    • November 11, 2003

23. 401(k) Top Heavy 2 year eligibility with some HCE's being capped in PS

    By Guest mpark, February 9, 2004
    • 14 replies
    • 1.7k views
    • 
    • Guest
    • February 10, 2004

24. 401(k) with 3% SHNEC and Age Weighted P/S

    By TBob, April 28, 2004
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 29, 2004

25. 401(k) with X-tested PS with corrected salary deferrals

    By dmb, March 19, 2013
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • March 20, 2013

26. 401(k)/New Comp

    By Gilmore, March 6, 2003
    • 14 replies
    • 2.2k views
    • 
    • Gilmore
    • March 11, 2003

27. 401a testing question

    By Guest Susan M., June 21, 2012
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 21, 2012

28. 401k Safe Harbor Cross tested plan design

    By perkinsran, October 22, 2002
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • October 22, 2002

29. 401k SH with PS - Increase PS to Term <501 hours acceptable?

    By cheersmate, December 18, 2023
    • 4 replies
    • 1.2k views
    • 
    • cheersmate
    • December 20, 2023

30. 403(b) by doctor at hospital - effects on his practice's DB/DC combo.

    By Bri, March 16, 2022
    • 2 replies
    • 1.2k views
    • 
    • Bri
    • March 18, 2022

31. 403(b) with cross-tested PS

    By dmb, November 16, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • December 5, 2007

32. 403b plus New Comparability

    By zimbo, May 15, 2008
    • 8 replies
    • 5k views
    • 
    • Tom Poje
    • October 27, 2008

33. 410(b) Failure

    By mming, February 7, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 7, 2002

34. 410(b) Multiple Employer Question

    By Guest SDS, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2000

35. 410b Coverage Test

    By Chippy, January 8, 2015
    • 2 replies
    • 2.2k views
    • 
    • Chippy
    • January 9, 2015

36. 412i Plan cross tested with a PS Plan

    By Guest NPaleveda, October 2, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • October 10, 2001

37. 414(s) brain cramp

    By Belgarath, February 18, 2020
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • February 19, 2020

38. 414(s) compensation in determining EBARs

    By Guest John Nelson, November 30, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 1, 2000

39. 414(s) consistency

    By KJohnson, November 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 18, 2003

40. 414s compensation and testing

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

41. 415 limit and allocation to spouse HCEs

    By M Norton, August 15, 2016   

    • 415 limit
    • spouse HCEs
    • 2 replies
    • 861 views
    • 
    • K2retire
    • August 16, 2016

42. 415 limit vs Gateway Allocation

    By Dennis Povloski, November 18, 2011
    • 7 replies
    • 1.8k views
    • 
    • buckaroo
    • November 22, 2011

43. 415 vs catchup (again!)

    By pmacduff, March 4, 2021
    • 7 replies
    • 2.3k views
    • 
    • pmacduff
    • March 5, 2021

44. 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
    • 1.3k views
    • 
    • Cardscrazy
    • May 4, 2021

45. 457 combined with New Comparability plan

    By dmb, June 20, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • June 25, 2008

46. 5% Gateway for disaggregated group?

    By Richard Anderson, December 21, 2001
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • December 27, 2001

47. 5% Gateway With Multiple Eligibility Provisions

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

48. 500 Hour Rule issue

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

49. 5300 Filing Dates?

    By Guest ERead, November 19, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • November 21, 1998

50. 7.5% DB/DC combo limit

    By dmb, December 5, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 5, 2003