Cross-Tested Plans

1,236 topics in this forum

1. Corrective Contributions

   By Guest LWilson, May 1, 2002
   • 14 replies
   • 2.3k views
   • 
   • Guest
   • May 6, 2002

2. Treatment of ESOP

   By AndyH, May 3, 2002
   • 0 replies
   • 1.6k views
   • 
   • AndyH
   • May 3, 2002

3. 401(k) Safe Harbor Contributions

   By Guest Rob Kobrine, April 23, 2002
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • April 24, 2002

4. Cross-testing DC Plans - EBARs

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

5. Top Heavey 401(k) New Comparability Concerns

   By MBCarey, April 15, 2002
   • 10 replies
   • 2.5k views
   • 
   • KJohnson
   • April 15, 2002

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

   By Guest Dave Danziger, April 10, 2002
   • 9 replies
   • 2.5k views
   • 
   • Guest
   • April 11, 2002

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

   By Guest merlin, April 11, 2002
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • April 11, 2002

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

   By Dawn Hafner, April 10, 2002
   • 5 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • April 10, 2002

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

   By Guest Dash02, April 9, 2002
   • 1 reply
   • 1.6k views
   • 
   • Mike Preston
   • April 10, 2002

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

    By Lynn Campbell, September 13, 1999
    • 13 replies
    • 10.5k views
    • 
    • Tom Poje
    • April 2, 2002

11. Minimum Gateway Contribution

    By Guest KAW, March 26, 2002
    • 1 reply
    • 2.4k views
    • 
    • Tom Poje
    • March 26, 2002

12. Top Heavy & the Cross-test

    By Fred Payne, March 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • March 20, 2002

13. K refunds-how to handle for ABPT?

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

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

    By John A, March 10, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 12, 2002

15. 401(a)(4)

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

16. "Age Neutral" Plans

    By mwyatt, March 5, 2002
    • 1 reply
    • 2k views
    • 
    • AndyH
    • March 6, 2002

17. rounding rules?

    By AndyH, February 14, 2002
    • 5 replies
    • 2.4k views
    • 
    • IRC401
    • February 28, 2002

18. Separately testing otherwise excludables

    By AndyH, February 28, 2002
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • February 28, 2002

19. Class of One Participant Allowed?

    By chris, February 27, 2002
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2002

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

    By Guest rickw, February 24, 2002
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • February 25, 2002

21. Accrued to Date Method

    By Guest lforesz, February 20, 2002
    • 4 replies
    • 3k views
    • 
    • AndyH
    • February 21, 2002

22. Short Plan Year

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

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

    By AndyH, February 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 20, 2002

24. Union plan and New Comparability

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

25. (a)(4) testing

    By Blinky the 3-eyed Fish, February 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • AndyH
    • February 15, 2002

26. Testing comp

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

27. Gateway Compensation & Inclusion

    By Hoard1, February 12, 2002
    • 2 replies
    • 1.7k views
    • 
    • Hoard1
    • February 12, 2002

28. Corrective Amendment

    By preErisa, February 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • February 12, 2002

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

    By Hoard1, July 14, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 8, 2002

30. Administrative procedural suggestions for discretionary class plans

    By AndyH, February 1, 2002
    • 7 replies
    • 2.2k views
    • 
    • AndyH
    • February 8, 2002

31. 410(b) Failure

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

32. "LEO" Plan??

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

33. crosstesting tables

    By Guest 401kproman, January 30, 2002
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • January 30, 2002

34. Testing comp for Top Heavy plan

    By dmb, January 29, 2002
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • January 30, 2002

35. Component plan testing

    By Richard Anderson, January 23, 2002
    • 15 replies
    • 5.6k views
    • 
    • Mike Preston
    • January 26, 2002

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

    By Guest SDS, January 15, 2000
    • 19 replies
    • 6.6k views
    • 
    • Tom Poje
    • January 25, 2002

37. Shareholder daughter allocation in cross tested formula

    By Guest MEGary, July 13, 2001
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 24, 2002

38. Post NRA testing age

    By AndyH, January 22, 2002
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • January 24, 2002

39. Accrued to date testing method

    By Guest Scott McHenry, January 18, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • January 18, 2002

40. submitting cross-tested plans

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

41. combined 401(k)/cross tested

    By Belgarath, January 11, 2002
    • 8 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 17, 2002

42. New Comp Plan-deduction Issue

    By Guest JKATZ, January 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 17, 2002

43. Corrective contribution included in test?

    By AndyH, January 17, 2002
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • January 17, 2002

44. "Super-integrated" plans - looking for an example formula

    By Guest Elizabeth Gaskins, January 7, 2002
    • 14 replies
    • 3.9k views
    • 
    • Tom Poje
    • January 14, 2002

45. Inclusion of excludable employee?

    By AndyH, January 11, 2002
    • 6 replies
    • 2k views
    • 
    • Richard Anderson
    • January 11, 2002

46. Testing Comp

    By Fred Payne, December 29, 2001
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 2, 2002

47. Contribution exceeding base formula

    By Guest EBC, December 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • December 28, 2001

48. 5% Gateway for disaggregated group?

    By Richard Anderson, December 21, 2001
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 27, 2001

49. Is this contribution definitely determinable?

    By Richard Anderson, December 17, 2001
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • December 26, 2001

50. Defining Rate Groups

    By Guest Joe Vasko, November 5, 2001
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 21, 2001