Cross-Tested Plans

1,234 topics in this forum

1. NHCE gets allocation and forfeits in same year

   By SheilaD, May 13, 2010
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • May 24, 2010

2. NC 401(k) with match /term ee's/TH cont

   By Guest welcomehome, December 14, 2004
   • 3 replies
   • 1.3k views
   • 
   • AndyH
   • December 14, 2004

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

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

4. Rate Group Membership Determination snapshot

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

5. Restructuring and Gateway rules

   By AndyH, February 12, 2003
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • February 13, 2003

6. Separately testing otherwise excludables

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

7. Voluntary after-tax contributions Schedule C

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

8. Demo 6 Submission Requirements

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

9. OK for HCE group to choose zero contribution?

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

10. coverage (70% or ABPT)

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

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

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

12. Form 5300; Schedule Q

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

13. Basic question on Prototype LRM

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

14. 2 groups / corrective amendment for NHCE only?

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

15. HCEs in Each Other's Group

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

16. Strange demographics

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

17. Amending Groups for 2011

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

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

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

19. failed ABT

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

20. electing not to receive an allocation

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

21. Software Needed for Cross-tested Plan calculations

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

22. Are My Calcs Okay?

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

23. 414(s) consistency

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

24. Gateway rule

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

25. DC+CB Combo - Short Plan Year & Gateway

    By Hojo, March 22, 2021
    • 9 replies
    • 1.3k views
    • 
    • AndyH
    • March 25, 2021

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

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

27. Excluding otherwise excludable employees

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

28. Impute Disparity - 35 Year Service Cap

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

29. Last Day Rule but Wants to Allocate Terminated Participants

    By Logan401, February 19, 2022
    • 13 replies
    • 1.3k views
    • 
    • Logan401
    • February 21, 2022

30. Another hypothetical design under the proposed Regs

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

31. 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

32. Avg Benefit Test

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

33. 401(k) Safe Harbor Contributions

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

34. Sole Proprietor and Rate Group Plan

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

35. Group Classifications

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

36. Short Plan Year

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

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

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

38. beginning of the year CB Plan

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

39. 414(s) brain cramp

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

40. amending to new comp in mid year

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

41. New comp with one key waiving comp

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

42. 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

43. Average Benefits Test for Coverage

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

44. 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

45. Top heavy minimum included in testing?

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

46. Union plan and New Comparability

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

47. More cross testing issues

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

48. testing age and SSRA

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

49. $0.00 Allocations?

    By Logan401, February 25, 2022
    • 8 replies
    • 1.3k views
    • 
    • acm_acm
    • March 1, 2022

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

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