Cross-Tested Plans

1,233 topics in this forum

1. Form 5300; Schedule Q

   By Guest RWC, September 19, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • September 19, 2001

2. Demo 6 Submission Requirements

   By Guest Doug Goelz, April 22, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • April 22, 2004

3. coverage (70% or ABPT)

   By Guest greggi39, December 12, 2002
   • 3 replies
   • 1.3k views
   • 
   • AndyH
   • December 13, 2002

4. OK for HCE group to choose zero contribution?

   By Lynn Campbell, March 3, 2004
   • 5 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 3, 2004

5. Comp for Testing when plan has 3 different entry dates

   By dmb, January 29, 2014
   • 0 replies
   • 1.3k views
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   • dmb
   • January 29, 2014

6. What's an "age neutral plan"?

   By Guest kgsingletary, February 7, 2003
   • 2 replies
   • 1.3k views
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   • AndyH
   • February 10, 2003

7. HCEs in Each Other's Group

   By stbennet, January 7, 2013
   • 2 replies
   • 1.3k views
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   • stbennet
   • January 7, 2013

8. Separately testing otherwise excludables

   By AndyH, February 28, 2002
   • 0 replies
   • 1.3k views
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   • AndyH
   • February 28, 2002

9. Strange demographics

   By Penpack, February 6, 2015
   • 4 replies
   • 1.3k views
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   • Penpack
   • February 9, 2015

10. Are My Calcs Okay?

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

11. Restructuring into component plans

    By Will.I.Am, June 27, 2022
    • 10 replies
    • 1.3k views
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    • Gilmore
    • June 30, 2022

12. Software Needed for Cross-tested Plan calculations

    By Fred Payne, May 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • Fred Payne
    • May 25, 2001

13. Basic question on Prototype LRM

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 22, 2008

14. 401(a)(4) testing using attained age or age nearest

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

15. failed ABT

    By kmciver, March 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 5, 2003

16. 2 groups / corrective amendment for NHCE only?

    By TPAnnie, January 20, 2009
    • 3 replies
    • 1.3k views
    • 
    • TPAnnie
    • January 21, 2009

17. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

    By Guest AlCal, January 27, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • January 27, 2001

18. Amending Groups for 2011

    By HarleyBabe, February 16, 2011
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • February 17, 2011

19. Cross tested plan with safe harbor non-elective contributions

    By Guest ForteT, December 3, 2001
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • December 3, 2001

20. Impute Disparity - 35 Year Service Cap

    By LarryDavid, August 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • LarryDavid
    • August 26, 2011

21. 414(s) consistency

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

22. Avg Benefit Test

    By PJaeger, February 26, 2003
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 28, 2003

23. Gateway rule

    By Guest Napili, May 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 12, 2003

24. Another hypothetical design under the proposed Regs

    By AndyT, April 13, 2001
    • 0 replies
    • 1.3k views
    • 
    • AndyT
    • April 13, 2001

25. 25% deductible limit for aggregate testing

    By Guest mrsactuary, March 11, 2008
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2008

26. 401(k) Safe Harbor Contributions

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

27. beginning of the year CB Plan

    By abanky, May 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • abanky
    • May 30, 2008

28. Group Classifications

    By Guest Mike Schwing, November 6, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2002

29. Short Plan Year

    By Guest merlin, February 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 21, 2002

30. Sole Proprietor and Rate Group Plan

    By Lori Foresz, March 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • ERISAnut
    • March 31, 2009

31. Voluntary after-tax contributions Schedule C

    By mefrancis1729, November 29, 2016
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • December 9, 2016

32. Any more news from Washington On New Comp Plans?

    By Guest SPollock, June 29, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2000

33. amending to new comp in mid year

    By Santo Gold, August 27, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 27, 2007

34. New comp with one key waiving comp

    By pbarrett, November 10, 2003
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • November 12, 2003

35. Prevailing wages and 401(a)(4)

    By Indu, December 3, 2022
    • 4 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • December 5, 2022

36. Are you still issuing the (lame) "Trustee Notification"?

    By Guest Happy Actuary, October 10, 2003
    • 3 replies
    • 1.3k views
    • 
    • k man
    • October 17, 2003

37. Excluding otherwise excludable employees

    By Guest JLecas, February 26, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2013

38. Average Benefits Test for Coverage

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

39. 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

40. Union plan and New Comparability

    By Guest jim williams, February 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • February 19, 2002

41. Top heavy minimum included in testing?

    By Sully, December 28, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

42. Basic X-test question....

    By Basically, April 25, 2024
    • 16 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • May 13, 2024

43. testing age and SSRA

    By Tom Poje, August 8, 2008
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 8, 2008

44. More cross testing issues

    By Guest RBlaine, February 10, 2003
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 11, 2003

45. zero allocation to particular classification and be relieved of gatewa

    By Brenda Wren, February 25, 2003
    • 8 replies
    • 1.3k views
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    • Mike Preston
    • February 26, 2003

46. electing not to receive an allocation

    By 52626, June 11, 2021
    • 12 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 19, 2021

47. 414(s) brain cramp

    By Belgarath, February 18, 2020
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • February 19, 2020

48. Gateway provided in another DC plan?

    By Guest Judy S, May 14, 2003
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • May 15, 2003

49. Asset Sale and Non-discrim issues

    By Dennis Povloski, August 11, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • August 18, 2010

50. EE of Both in CG, but Plan is for just one ER

    By J Simmons, October 12, 2009
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • October 12, 2009