Cross-Tested Plans

1,233 topics in this forum

1. Proposal Software

   By Lynn Campbell, September 3, 2003
   • 2 replies
   • 1.1k views
   • 
   • jaemmons
   • September 3, 2003

2. proposed regs

   By Tom Poje, February 3, 2016
   • 23 replies
   • 2.4k views
   • 
   • jpod
   • February 5, 2016

3. Proposed repeal of 25% 415 Limit - Impact on Age-Based Plans

   By mwyatt, September 28, 2000
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • May 10, 2001

4. Prototype Docs for Tiered P/S Plans

   By Guest SPollock, April 15, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 3, 1999

5. PS Allocations and Otherwise Excludables

   By CuseFan, September 6, 2019
   • 5 replies
   • 1.7k views
   • 
   • Larry Starr
   • September 6, 2019

6. PS Plan - grouping for a new category

   By Jakyasar, May 2, 2020
   • 2 replies
   • 1.3k views
   • 
   • MWeddell
   • May 12, 2020

7. QDRO included in Accrued to Date Account Balance

   By Guest rslagle224, February 10, 2005
   • 3 replies
   • 1.6k views
   • 
   • AndyH
   • February 11, 2005

8. QNEC and Gateway

   By Rob P, February 25, 2010
   • 3 replies
   • 3.5k views
   • 
   • DMcGovern
   • November 16, 2010

9. QNEC AND TESTING

   By Dougsbpc, December 14, 2003
   • 13 replies
   • 3.7k views
   • 
   • Mike Preston
   • December 17, 2003

10. QNEC Considered NEC?

    By Dougsbpc, December 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 23, 2003

11. QNEC's and the Gateway...

    By TBob, February 11, 2004
    • 19 replies
    • 8.1k views
    • 
    • buckaroo
    • December 9, 2015

12. QSERP/ cross tested plans

    By Guest Blaverick, September 11, 1998
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • September 11, 1998

13. QSLOB question

    By Guest Bearlee, February 27, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 27, 2007

14. Quest on New Comp allocation to a HCE

    By Guest jc1457, March 30, 2009
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • March 30, 2009

15. Question on who to include in the 410(b) and 401(a)(4) tests.

    By AndyT, March 2, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 3, 2000

16. Ramification of -11g amendment

    By jquazza, September 30, 2015
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • October 2, 2015

17. Rate Banding

    By Archimage, November 20, 2002
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 21, 2002

18. Rate banding

    By Belgarath, February 4, 2020
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • February 14, 2020

19. Rate Banding in Relius

    By dmb, August 13, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 17, 2004

20. Rate banding?

    By jkharvey, February 19, 2003
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 19, 2003

21. Rate group failure - correction options

    By TPApril, August 7, 2019
    • 27 replies
    • 3.1k views
    • 
    • Mike Preston
    • December 24, 2019

22. Rate Group Membership Determination snapshot

    By Guest ridgecourt2002, February 10, 2010
    • 4 replies
    • 1.3k views
    • 
    • Earl
    • February 28, 2010

23. Rate group question

    By FJR, July 28, 2005
    • 2 replies
    • 1.6k views
    • 
    • could be me maybe not
    • July 28, 2005

24. Rate Group Test

    By Chippy, September 2, 2008
    • 9 replies
    • 6.3k views
    • 
    • Tom Poje
    • October 9, 2008

25. Rate group testing

    By Guest, October 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 20, 1999

26. Rate group testing

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

27. Rate Group Testing

    By Fred Payne, June 19, 2001
    • 3 replies
    • 2.6k views
    • 
    • Earl
    • June 20, 2001

28. rate groups

    By abanky, December 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 18, 2006

29. Rate Groups

    By Archimage, May 8, 2003
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 9, 2003

30. Rate groups and allocations

    By FJR, June 24, 2003
    • 24 replies
    • 5.4k views
    • 
    • AndyH
    • June 29, 2003

31. Ratio % vs average benefits

    By Guest padmin, September 13, 2005
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • September 13, 2005

32. Re;Class allocation by $$ amount(not % of comp.)

    By Guest AlCal, April 23, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 23, 1999

33. Re: writen notification as to $$ to be alloceted to each group

    By Guest Alex Calin, April 4, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 4, 1999

34. Reallocated Forfeitures

    By mming, July 20, 2018
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 25, 2018

35. Reasonable classification and compensation bands

    By Guest Glen Archinal, November 28, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 28, 2005

36. Reasonable Classification for Coverage

    By Guest BTrustee, April 30, 2013   

    • 410(b)
    • classification
    • (and 8 more)

      Tagged with:

      • 410(b)
      • classification
      • ratio percentage
      • nondiscriminatory
      • ABPT
      • cross-tested
      • eligibility
      • eligible
      • allocation group
      • discretionary
    • 1 reply
    • 3.5k views
    • 
    • ETA Consulting LLC
    • May 1, 2013

37. Reasonable Classification? "All owners except those participants who are owners due to stock attribution rules."

    By Gilmore, September 20, 2003
    • 2 replies
    • 2.4k views
    • 
    • Gilmore
    • September 22, 2003

38. reasonable classifications

    By k man, November 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 8, 2000

39. Reference books for cross-tested plans

    By R. Butler, August 30, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2000

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

    By tghooper, April 12, 2019
    • 2 replies
    • 827 views
    • 
    • tghooper
    • April 12, 2019

41. Regs For Gateway Allocation

    By mming, March 21, 2013
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 21, 2013

42. Regular Intervals and Smooth Increases

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

43. Related employers - 1 failing coverage

    By Guest M. Martin, March 23, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 24, 2007

44. Relius Proposal Software

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

45. Repeal of cross tested plans?

    By Guest John McLeod, September 29, 2000
    • 8 replies
    • 2k views
    • 
    • Guest
    • October 9, 2000

46. Request for Proposal

    By Guest Dash02, February 6, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2007

47. Required minimum PS not made!

    By mefrancis1729, October 12, 2017
    • 11 replies
    • 1.7k views
    • 
    • Lou S.
    • October 16, 2017

48. Restructure the Plan

    By Logan401, June 23, 2014
    • 20 replies
    • 2.5k views
    • 
    • Logan401
    • July 3, 2014

49. Restructuring

    By R. Butler, February 12, 2023
    • 9 replies
    • 1.4k views
    • 
    • truphao
    • February 14, 2023

50. Restructuring

    By PFranckowiak, March 23, 2016
    • 4 replies
    • 1.1k views
    • 
    • PFranckowiak
    • March 24, 2016