Cross-Tested Plans

1,233 topics in this forum

1. 401(k) Cross-Tested in Relius

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

2. New Comp - Top Heavy

   By pmacduff, October 31, 2002
   • 18 replies
   • 3k views
   • 
   • Guest
   • November 11, 2002

3. Imputing Disparity

   By Archimage, October 30, 2002
   • 7 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 1, 2002

4. Sole-Prop

   By Guest thepitts, October 28, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • October 28, 2002

5. New Comparability Design and SPD

   By Guest LKHartnett, October 23, 2002
   • 0 replies
   • 1k views
   • 
   • Guest
   • October 23, 2002

6. 401k Safe Harbor Cross tested plan design

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

7. Safe Harbor 3% Plus 2% New Comp - Does that count as a 5% Gateway?

   By Guest LKHartnett, October 22, 2002
   • 3 replies
   • 1.2k views
   • 
   • Tom Poje
   • October 22, 2002

8. Cross Tested Profit Sharing Plan Scenario

   By Guest MCarey1, October 21, 2002
   • 3 replies
   • 1.8k views
   • 
   • Fred Payne
   • October 25, 2002

9. Target Benefit Plan- final average compensation for determining contri

   By AndyH, October 17, 2002
   • 3 replies
   • 1.4k views
   • 
   • AndyH
   • October 23, 2002

10. Relius Proposal Software

    By Guest auntmee8, October 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2002

11. Age Weighted Profit Sharing Plan

    By MBCarey, October 7, 2002
    • 4 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • October 17, 2002

12. Stock options in 401(k) plan with employer stock

    By Guest Judy S, September 30, 2002
    • 5 replies
    • 1.2k views
    • 
    • jaemmons
    • September 30, 2002

13. Description of employee groups issue

    By chris, September 24, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 2, 2002

14. Can you allocate just a 3% top heavy contribution to a cross tested pl

    By Guest Julie Woulfe, September 18, 2002
    • 9 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 22, 2002

15. Demo 5

    By R. Butler, September 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • R. Butler
    • September 16, 2002

16. Accrued to Date Method

    By AndyH, September 13, 2002
    • 5 replies
    • 1.9k views
    • 
    • FAPInJax
    • September 16, 2002

17. Class allocations "by name"

    By SMB, September 12, 2002
    • 13 replies
    • 2.1k views
    • 
    • jpod
    • September 13, 2002

18. Cross Tested safe harbor k

    By Guest TrustMe401k, September 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 12, 2002

19. Target Benefit Plans

    By Guest LKHartnett, September 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 9, 2002

20. Sample Plan Document

    By Guest Erek Sharp, September 6, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 6, 2002

21. Cross tested plans

    By Guest jeri stitt, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2002

22. Are My Calcs Okay?

    By Archimage, August 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • August 13, 2002

23. Rate group testing

    By FAPInJax, August 6, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 7, 2002

24. gateway contributions and double counting the 3%

    By Guest lworthington, August 5, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • August 6, 2002

25. New Comparability, Volume Submitters, and IRS Submissions

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

26. who to include in 401a4 test?

    By Guest David M. Lipkin, July 19, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • July 19, 2002

27. Waiver of Participation - Disqualification of Plan

    By Guest Nadia, July 11, 2002
    • 4 replies
    • 1.4k views
    • 
    • Richard Anderson
    • July 11, 2002

28. Family Aggregation

    By perkinsran, June 25, 2002
    • 8 replies
    • 1.9k views
    • 
    • perkinsran
    • July 19, 2002

29. Average Benefits Test for Coverage

    By Blinky the 3-eyed Fish, June 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • June 18, 2002

30. Plan Design- group determination

    By Guest Lex, June 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • June 15, 2002

31. Minimum allocation gateway w/ 3% SHNEC

    By Guest jpetrancosta, June 10, 2002
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 10, 2002

32. Accrual to date Method

    By perkinsran, June 6, 2002
    • 3 replies
    • 2.2k views
    • 
    • AndyH
    • June 25, 2002

33. Group classifications; timing of determination?

    By AndyH, June 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • June 6, 2002

34. 2002 Cross Tested Top Heavy Integrated 401(k) Profit Sharing Plan

    By Guest MCarey1, May 29, 2002
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 29, 2002

35. Who gets Gateway in a controlled group

    By Guest Todd Lehmann, May 20, 2002
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2002

36. Top Heavy minimum

    By Guest Bob Lees, May 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 14, 2002

37. Minimum Gateway for excluded employees with top heavy only

    By Guest lforesz, May 13, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2002

38. Cross-Testing and the ABT test

    By Guest lforesz, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 19, 2002

39. Cross-Tested Safe harbor 401(k) with 2 year profit sharing wait

    By Guest Tbrown, May 7, 2002
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • May 13, 2002

40. Treatment of ESOP

    By AndyH, May 3, 2002
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • May 3, 2002

41. Corrective Contributions

    By Guest LWilson, May 1, 2002
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • May 6, 2002

42. Average number of allocation groups or classes?

    By AndyH, May 1, 2002
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • May 8, 2002

43. 401(k) Safe Harbor Contributions

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

44. Cross-testing DC Plans - EBARs

    By Guest sritts, April 16, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2002

45. Top Heavey 401(k) New Comparability Concerns

    By MBCarey, April 15, 2002
    • 10 replies
    • 2.4k views
    • 
    • KJohnson
    • April 15, 2002

46. Conversion of MP Plan to Cross-Tested PS Plan

    By Guest merlin, April 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • April 11, 2002

47. Must Plan Document contain a Safe Harbor allocation formula in order t

    By Guest Dave Danziger, April 10, 2002
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • April 11, 2002

48. Does death of participant affect ability to cross test?

    By Dawn Hafner, April 10, 2002
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 10, 2002

49. Are 401k catchup amts considered in c-t calcs?

    By Guest Dash02, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 10, 2002

50. Minimum Gateway Contribution

    By Guest KAW, March 26, 2002
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • March 26, 2002