Cross-Tested Plans

1,233 topics in this forum

1. Failed 414(s) test, runinng cross tested 401(a)(4) GNT

   By buckaroo, October 16, 2009
   • 8 replies
   • 4.4k views
   • 
   • AndyH
   • October 21, 2009

2. How to prevent partnership from DQ'd CODA?

   By J Simmons, July 12, 2008
   • 18 replies
   • 4.4k views
   • 
   • 12AX7
   • February 16, 2010

3. Nondiscriminatory Classification Test

   By austin3515, May 28
   • 3 replies
   • 4.4k views
   • 
   • Belgarath
   • May 28

4. DB/DC 401(a)(4) Testing Age

   By Rob P, June 7, 2013
   • 6 replies
   • 4.4k views
   • 
   • figure 8
   • January 17, 2019

5. Padilla Memo

   By dmb, June 23, 2006
   • 8 replies
   • 4.3k views
   • 
   • EBECatty
   • May 24, 2018

6. New Comparibility Calculation

   By Guest AJM 34, April 19, 2007
   • 4 replies
   • 4.3k views
   • 
   • Mike Preston
   • April 19, 2007

7. Do Individual Allocation Groups always need to be Cross-Tested?

   By 12AX7, December 26, 2012
   • 16 replies
   • 4.2k views
   • 
   • Mike Preston
   • December 29, 2012

8. "Definitely Determinable" Requirement and Allocation Formula

   By Christine Roberts, November 8, 2001
   • 5 replies
   • 4.2k views
   • 
   • AndyH
   • November 8, 2001

9. Safe Harbor Match to Meet Gateway?

   By Dougsbpc, November 25, 2013
   • 1 reply
   • 4.2k views
   • 
   • Lou S.
   • November 25, 2013

10. When can an EBAR be used?

    By Guest fender5150, September 30, 2008
    • 21 replies
    • 4.2k views
    • 
    • Tom Poje
    • October 8, 2008

11. Terminated with less than 500 hours

    By dmb, February 25, 2015
    • 2 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 26, 2015

12. Gateway Testing and Prevailing Wage Contributions

    By Guest Grumpy455, April 27, 2005
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • April 27, 2005

13. Deemed Deferral?

    By SMB, June 9, 2004
    • 17 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2004

14. Minimum allocation rate for age-based schedule

    By MWeddell, February 21, 2006
    • 14 replies
    • 4.1k views
    • 
    • AndyH
    • February 28, 2006

15. Deemed CODA

    By 12AX7, September 1, 2010
    • 15 replies
    • 4.1k views
    • 
    • 12AX7
    • September 20, 2010

16. 2 plans with 2-year eligibility

    By Bri, April 18, 2022
    • 3 replies
    • 4.1k views
    • 
    • Mike Preston
    • April 20, 2022

17. CROSS-TESTED DESIGN A CODA?

    By KJohnson, May 15, 2003
    • 18 replies
    • 4.1k views
    • 
    • KJohnson
    • May 21, 2003

18. Cross Testing with Permitted Disparity

    By Guest SuzieQNEC, January 24, 2008
    • 8 replies
    • 4.1k views
    • 
    • Guest
    • January 28, 2008

19. Substantiation under Rev Proc 93-42

    By jaemmons, January 19, 2005
    • 3 replies
    • 4k views
    • 
    • AndyH
    • January 19, 2005

20. Davis Bacon ER contribution Offsets

    By tjw572, March 23, 2017
    • 10 replies
    • 4k views
    • 
    • Mike Preston
    • January 16, 2018

21. Imputed disparity in cross-tested plans

    By Belgarath, June 19, 2012
    • 6 replies
    • 4k views
    • 
    • Guest
    • June 28, 2012

22. Testing Age for Cross Testing

    By buckaroo, May 21, 2008
    • 9 replies
    • 4k views
    • 
    • Mike Preston
    • May 29, 2008

23. Must Plans Be Aggregated For Gateway Testing

    By ERISA1, February 2, 2006
    • 13 replies
    • 4k views
    • 
    • AndyH
    • May 9, 2006

24. Must Two Plans be Treated as One?

    By Dougsbpc, February 7, 2012
    • 15 replies
    • 3.9k views
    • 
    • BG5150
    • June 6, 2014

25. Prevailing Wage and SH Match, who gets the Gateway?

    By Towanda, April 12, 2016   

    • Davis-Bacon
    • Prevailing Wage
    • (and 1 more)

      Tagged with:

      • Davis-Bacon
      • Prevailing Wage
      • Gateway Minimum
    • 9 replies
    • 3.9k views
    • 
    • Towanda
    • June 23, 2016

26. Catch-up Contributions

    By Fred Payne, December 6, 2004
    • 13 replies
    • 3.9k views
    • 
    • Tom Poje
    • December 21, 2004

27. (a)(4) testing of excluded employee

    By KCA, December 18, 2014
    • 8 replies
    • 3.8k views
    • 
    • KCA
    • December 19, 2014

28. UP84 mortality table mandated by IRS or DOL for X-testing DC into DB?

    By Guest CashBalance, July 9, 2004
    • 1 reply
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

29. Average Benefits Test & Safe Harbor Contributions

    By Fred Payne, October 30, 2003
    • 9 replies
    • 3.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2003

30. More than gateway? How?

    By Earl, October 1, 2005
    • 17 replies
    • 3.7k views
    • 
    • Mike Preston
    • October 26, 2005

31. Gateway Minimum using Disaggregation in 403(b) Plan

    By bcmom, August 1, 2013   

    • Gateway Minimum
    • Disaggregation
    • (and 1 more)

      Tagged with:

      • Gateway Minimum
      • Disaggregation
      • 403(b) Plan
    • 4 replies
    • 3.7k views
    • 
    • rcline46
    • August 1, 2013

32. Cross testing spreadshet

    By ombskid, June 12, 2009
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • March 1, 2011

33. Partner's "Pay"

    By Guest Grumpy456, March 24, 2008
    • 14 replies
    • 3.7k views
    • 
    • tghooper
    • March 29, 2019

34. Regular Intervals and Smooth Increases

    By perkinsran, February 29, 2004
    • 18 replies
    • 3.7k views
    • 
    • AndyH
    • March 8, 2004

35. Cross Testing again

    By pmacduff, February 16, 2012
    • 15 replies
    • 3.7k views
    • 
    • Mike Preston
    • February 22, 2012

36. New Comparability, Volume Submitters, and IRS Submissions

    By Guest LWilson, July 23, 2002
    • 17 replies
    • 3.7k views
    • 
    • BFree
    • November 20, 2003

37. QNEC AND TESTING

    By Dougsbpc, December 14, 2003
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • December 17, 2003

38. Gateway required for Otherwise Excludable Employees?

    By LarryDavid, July 6, 2011
    • 5 replies
    • 3.6k views
    • 
    • LarryDavid
    • August 26, 2011

39. "Elective" disaggregation and impact on 401(a)(4) testing.

    By AndyH, December 28, 2000
    • 4 replies
    • 3.6k views
    • 
    • AndyH
    • January 24, 2001

40. "Super-integrated" plans - looking for an example formula

    By Guest Elizabeth Gaskins, January 7, 2002
    • 14 replies
    • 3.6k views
    • 
    • Tom Poje
    • January 14, 2002

41. Normal Retirement Age and Testing Age

    By John Feldt ERPA CPC QPA, April 10, 2007
    • 12 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2007

42. New Comp Allocation & ADP refund

    By pmacduff, February 22, 2007
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • February 28, 2007

43. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 13 replies
    • 3.5k views
    • 
    • Earl
    • April 15, 2004

44. Safe Harbor 401(k)/Cross-tested PS

    By betheeg, March 10, 2003
    • 11 replies
    • 3.5k views
    • 
    • Tom Poje
    • March 10, 2005

45. Safe Harbor vs. Midpoint

    By Fred Payne, December 2, 2001
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • December 3, 2001

46. Otherwise excludable employee

    By thepensionmaven, August 15, 2010
    • 13 replies
    • 3.5k views
    • 
    • TPA Bob
    • August 20, 2010

47. Age weighted vs New Comparability(before 01/01/02

    By Moe Howard, December 7, 2001
    • 5 replies
    • 3.5k views
    • 
    • mwyatt
    • December 20, 2001

48. Using last day vs no last day

    By Guest JPIngold, December 3, 2011
    • 15 replies
    • 3.5k views
    • 
    • 12AX7
    • December 12, 2011

49. Fail Safe language for coverage purposes

    By cpc0506, July 17, 2015
    • 10 replies
    • 3.5k views
    • 
    • austin3515
    • July 19, 2015

50. Can an 11g amendment add in a controlled group?

    By J Simmons, April 28, 2007
    • 9 replies
    • 3.5k views
    • 
    • Guest
    • July 25, 2007