Cross-Tested Plans

1,233 topics in this forum

1. Cross-testing DC Plans - EBARs

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

2. Top Heavey 401(k) New Comparability Concerns

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

3. 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

4. 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

5. 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

6. 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

7. Which Employees are "nonexcludable" for 401(a)(4) testing?

   By Lynn Campbell, September 13, 1999
   • 13 replies
   • 10.2k views
   • 
   • Tom Poje
   • April 2, 2002

8. Minimum Gateway Contribution

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

9. Top Heavy & the Cross-test

   By Fred Payne, March 20, 2002
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • March 20, 2002

10. K refunds-how to handle for ABPT?

    By AndyH, March 12, 2002
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • March 12, 2002

11. What contributions do you include for Cross-tested Gateway?

    By John A, March 10, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • March 12, 2002

12. 401(a)(4)

    By Guest JimD, March 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 8, 2002

13. "Age Neutral" Plans

    By mwyatt, March 5, 2002
    • 1 reply
    • 1.9k views
    • 
    • AndyH
    • March 6, 2002

14. rounding rules?

    By AndyH, February 14, 2002
    • 5 replies
    • 2.2k views
    • 
    • IRC401
    • February 28, 2002

15. Separately testing otherwise excludables

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

16. Class of One Participant Allowed?

    By chris, February 27, 2002
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 28, 2002

17. Huge 401 deferral makes Avg Ben Pct Test blow up?

    By Guest rickw, February 24, 2002
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • February 25, 2002

18. Accrued to Date Method

    By Guest lforesz, February 20, 2002
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • February 21, 2002

19. Short Plan Year

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

20. Testing option consistency for (k)/cross tested PS plan

    By AndyH, February 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 20, 2002

21. Union plan and New Comparability

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

22. (a)(4) testing

    By Blinky the 3-eyed Fish, February 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • February 15, 2002

23. Testing comp

    By AndyH, February 12, 2002
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • February 12, 2002

24. Gateway Compensation & Inclusion

    By Hoard1, February 12, 2002
    • 2 replies
    • 1.6k views
    • 
    • Hoard1
    • February 12, 2002

25. Corrective Amendment

    By preErisa, February 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • February 12, 2002

26. Testing dates for 410(b)Controlled Group of Corporation

    By Hoard1, July 14, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 2002

27. Administrative procedural suggestions for discretionary class plans

    By AndyH, February 1, 2002
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • February 8, 2002

28. 410(b) Failure

    By mming, February 7, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 7, 2002

29. "LEO" Plan??

    By Guest CJK, January 28, 2002
    • 2 replies
    • 3k views
    • 
    • Guest
    • February 4, 2002

30. crosstesting tables

    By Guest 401kproman, January 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • January 30, 2002

31. Testing comp for Top Heavy plan

    By dmb, January 29, 2002
    • 5 replies
    • 2.3k views
    • 
    • AndyH
    • January 30, 2002

32. Component plan testing

    By Richard Anderson, January 23, 2002
    • 15 replies
    • 5.1k views
    • 
    • Mike Preston
    • January 26, 2002

33. Why include 401(k) & match in cross testing?

    By Guest SDS, January 15, 2000
    • 19 replies
    • 6.1k views
    • 
    • Tom Poje
    • January 25, 2002

34. Shareholder daughter allocation in cross tested formula

    By Guest MEGary, July 13, 2001
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 24, 2002

35. Post NRA testing age

    By AndyH, January 22, 2002
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • January 24, 2002

36. Accrued to date testing method

    By Guest Scott McHenry, January 18, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 18, 2002

37. submitting cross-tested plans

    By MR, January 17, 2002
    • 0 replies
    • 1.3k views
    • 
    • MR
    • January 17, 2002

38. combined 401(k)/cross tested

    By Belgarath, January 11, 2002
    • 8 replies
    • 2.2k views
    • 
    • Tom Poje
    • January 17, 2002

39. New Comp Plan-deduction Issue

    By Guest JKATZ, January 17, 2002
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 17, 2002

40. Corrective contribution included in test?

    By AndyH, January 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • January 17, 2002

41. "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

42. Inclusion of excludable employee?

    By AndyH, January 11, 2002
    • 6 replies
    • 1.9k views
    • 
    • Richard Anderson
    • January 11, 2002

43. Testing Comp

    By Fred Payne, December 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 2, 2002

44. Contribution exceeding base formula

    By Guest EBC, December 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2001

45. 5% Gateway for disaggregated group?

    By Richard Anderson, December 21, 2001
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • December 27, 2001

46. Is this contribution definitely determinable?

    By Richard Anderson, December 17, 2001
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 26, 2001

47. Defining Rate Groups

    By Guest Joe Vasko, November 5, 2001
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 21, 2001

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

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

49. cross tested plan for 2002

    By Guest mich823, December 17, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 18, 2001

50. Brochures

    By Guest sandi_parks, December 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • December 4, 2001