Cross-Tested Plans

1,239 topics in this forum

1. Top Heavy minimum

   By Guest Bob Lees, May 14, 2002
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • May 14, 2002

2. Cross-Tested Safe harbor 401(k) with 2 year profit sharing wait

   By Guest Tbrown, May 7, 2002
   • 9 replies
   • 3.3k views
   • 
   • Guest
   • May 13, 2002

3. Average number of allocation groups or classes?

   By AndyH, May 1, 2002
   • 13 replies
   • 2.7k views
   • 
   • Guest
   • May 8, 2002

4. Corrective Contributions

   By Guest LWilson, May 1, 2002
   • 14 replies
   • 2.5k views
   • 
   • Guest
   • May 6, 2002

5. Treatment of ESOP

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

6. 401(k) Safe Harbor Contributions

   By Guest Rob Kobrine, April 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • April 24, 2002

7. Cross-testing DC Plans - EBARs

   By Guest sritts, April 16, 2002
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • April 16, 2002

8. Top Heavey 401(k) New Comparability Concerns

   By MBCarey, April 15, 2002
   • 10 replies
   • 2.8k views
   • 
   • KJohnson
   • April 15, 2002

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

   By Guest Dave Danziger, April 10, 2002
   • 9 replies
   • 2.7k views
   • 
   • Guest
   • April 11, 2002

10. 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

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

    By Dawn Hafner, April 10, 2002
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • April 10, 2002

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

    By Guest Dash02, April 9, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • April 10, 2002

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

    By Lynn Campbell, September 13, 1999
    • 13 replies
    • 10.7k views
    • 
    • Tom Poje
    • April 2, 2002

14. Minimum Gateway Contribution

    By Guest KAW, March 26, 2002
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • March 26, 2002

15. Top Heavy & the Cross-test

    By Fred Payne, March 20, 2002
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 20, 2002

16. K refunds-how to handle for ABPT?

    By AndyH, March 12, 2002
    • 2 replies
    • 2.1k views
    • 
    • AndyH
    • March 12, 2002

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

    By John A, March 10, 2002
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • March 12, 2002

18. 401(a)(4)

    By Guest JimD, March 7, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 8, 2002

19. "Age Neutral" Plans

    By mwyatt, March 5, 2002
    • 1 reply
    • 2.1k views
    • 
    • AndyH
    • March 6, 2002

20. rounding rules?

    By AndyH, February 14, 2002
    • 5 replies
    • 2.7k views
    • 
    • IRC401
    • February 28, 2002

21. Separately testing otherwise excludables

    By AndyH, February 28, 2002
    • 0 replies
    • 1.6k views
    • 
    • AndyH
    • February 28, 2002

22. Class of One Participant Allowed?

    By chris, February 27, 2002
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • February 28, 2002

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

    By Guest rickw, February 24, 2002
    • 12 replies
    • 2.8k views
    • 
    • Guest
    • February 25, 2002

24. Accrued to Date Method

    By Guest lforesz, February 20, 2002
    • 4 replies
    • 3.1k views
    • 
    • AndyH
    • February 21, 2002

25. Short Plan Year

    By Guest merlin, February 21, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2002

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

    By AndyH, February 19, 2002
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 20, 2002

27. Union plan and New Comparability

    By Guest jim williams, February 19, 2002
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • February 19, 2002

28. (a)(4) testing

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

29. Testing comp

    By AndyH, February 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • February 12, 2002

30. Gateway Compensation & Inclusion

    By Hoard1, February 12, 2002
    • 2 replies
    • 1.9k views
    • 
    • Hoard1
    • February 12, 2002

31. Corrective Amendment

    By preErisa, February 11, 2002
    • 1 reply
    • 1.9k views
    • 
    • AndyH
    • February 12, 2002

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

    By Hoard1, July 14, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • February 8, 2002

33. Administrative procedural suggestions for discretionary class plans

    By AndyH, February 1, 2002
    • 7 replies
    • 2.4k views
    • 
    • AndyH
    • February 8, 2002

34. 410(b) Failure

    By mming, February 7, 2002
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • February 7, 2002

35. "LEO" Plan??

    By Guest CJK, January 28, 2002
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • February 4, 2002

36. crosstesting tables

    By Guest 401kproman, January 30, 2002
    • 3 replies
    • 2k views
    • 
    • david rigby
    • January 30, 2002

37. Testing comp for Top Heavy plan

    By dmb, January 29, 2002
    • 5 replies
    • 2.6k views
    • 
    • AndyH
    • January 30, 2002

38. Component plan testing

    By Richard Anderson, January 23, 2002
    • 15 replies
    • 6.1k views
    • 
    • Mike Preston
    • January 26, 2002

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

    By Guest SDS, January 15, 2000
    • 19 replies
    • 7k views
    • 
    • Tom Poje
    • January 25, 2002

40. Shareholder daughter allocation in cross tested formula

    By Guest MEGary, July 13, 2001
    • 5 replies
    • 2k views
    • 
    • Mike Preston
    • January 24, 2002

41. Post NRA testing age

    By AndyH, January 22, 2002
    • 7 replies
    • 3.6k views
    • 
    • Tom Poje
    • January 24, 2002

42. Accrued to date testing method

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

43. submitting cross-tested plans

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

44. combined 401(k)/cross tested

    By Belgarath, January 11, 2002
    • 8 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 17, 2002

45. New Comp Plan-deduction Issue

    By Guest JKATZ, January 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 17, 2002

46. Corrective contribution included in test?

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

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

    By Guest Elizabeth Gaskins, January 7, 2002
    • 14 replies
    • 4.2k views
    • 
    • Tom Poje
    • January 14, 2002

48. Inclusion of excludable employee?

    By AndyH, January 11, 2002
    • 6 replies
    • 2.2k views
    • 
    • Richard Anderson
    • January 11, 2002

49. Testing Comp

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

50. Contribution exceeding base formula

    By Guest EBC, December 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • December 28, 2001