Cross-Tested Plans

1,234 topics in this forum

1. Prevailing Wage Plan Question

   By Guest 4:15 Limit, December 30, 2011
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • February 13, 2012

2. Top heavy allocations in cross testing

   By Guest SDS, January 26, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • January 26, 2000

3. How long can a failing cross tested plan rely on failsafe allocations?

   By AndyH, February 9, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 10, 2000

4. New Comp Plan-deduction Issue

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

5. cross-testing available in a prototype?

   By chris, December 20, 2002
   • 1 reply
   • 1.1k views
   • 
   • AndyH
   • December 23, 2002

6. Ratio % vs average benefits

   By Guest padmin, September 13, 2005
   • 1 reply
   • 1.7k views
   • 
   • AndyH
   • September 13, 2005

7. sources to include in Average Benefits Percentage test of 401(a)(4)

   By Guest Jay B. Fitzgibbons, February 23, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • February 23, 2000

8. Gateway and 2 plans

   By Guest Beachgirl, October 12, 2006
   • 1 reply
   • 1.9k views
   • 
   • Mike Preston
   • October 12, 2006

9. Sample grass roots letter for cross testing issue now being looked at

   By Guest, March 8, 2000
   • 1 reply
   • 1.6k views
   • 
   • Lorraine Dorsa
   • March 8, 2000

10. opinions desired regarding the 'Cross testing' Pension Loopholes artic

    By Guest, March 8, 2000
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • March 9, 2000

11. 410(b) Multiple Employer Question

    By Guest SDS, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2000

12. Controlled Group with 2 plans

    By Guest thepitts, December 29, 2003
    • 1 reply
    • 969 views
    • 
    • Mike Preston
    • December 29, 2003

13. I don't think I've heard this discussed yet - In light of 2000-14, how

    By AndyT, March 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • March 22, 2000

14. Cross tested plan that passes ratio percentage test.

    By Guest, April 4, 2000
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • April 5, 2000

15. Are SEP Contributions included in ABT

    By Lori Foresz, April 1, 2014
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • April 1, 2014

16. Imputing Disparity / Cross-Testing DC Plan

    By austin3515, June 12, 2024
    • 1 reply
    • 573 views
    • 
    • Bri
    • June 17, 2024

17. 414s compensation and testing

    By Chippy, December 23, 2013
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • December 24, 2013

18. DB/DC Combo Cross-testing BRF - QJSA the same

    By Guest adiinc, April 2, 2014   

    • cross-testing QJSA
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • April 2, 2014

19. can gateway contributions to PSP be offset by sep contribution

    By Guest Ed Dillon, April 6, 2005
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 6, 2005

20. Short Plan Year

    By Guest RJF, November 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 30, 2005

21. Methodology in Calculating Age

    By Fred Payne, August 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 6, 2001

22. Form 5310 Question When Terminating a Cross-Tested Plan

    By Guest, June 13, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 13, 2000

23. Number of Allocation Rates in Cross Tested Plan

    By Vlad401k, February 8, 2017
    • 1 reply
    • 649 views
    • 
    • Belgarath
    • February 8, 2017

24. Compensation limit for plan year ending 3/31/2000.

    By Guest NAdministrator, June 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 29, 2000

25. Plan Loan to Participant who later becomes >5% Sub-S Shareholder: I

    By Guest Allan Hensley, September 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 1, 2000

26. Basic question on Prototype LRM

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

27. New Comp Plan Design

    By Guest Lex, November 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 18, 2002

28. Accrued to Date (Old MP Money)

    By Guest rslagle224, February 20, 2006
    • 1 reply
    • 1.9k views
    • 
    • AndyH
    • February 21, 2006

29. Compensation used for the gateway minimum contribution

    By buckaroo, December 4, 2012
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • December 4, 2012

30. Smoothly Increasing - regular intervals

    By dmb, January 26, 2006
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • January 26, 2006

31. Only 1 NHCE

    By Logan401, January 19, 2016
    • 1 reply
    • 864 views
    • 
    • Tom Poje
    • January 19, 2016

32. who to include in 401a4 test?

    By Guest David M. Lipkin, July 19, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • July 19, 2002

33. Pre-funding in a Cross Tested plan

    By Guest rmwright, March 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 13, 2004

34. New Comparability in Prototype Plans

    By buckaroo, April 23, 2008
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • April 23, 2008

35. cross-tested plans

    By HarleyBabe, February 26, 2008
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • February 26, 2008

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

    By Guest Dash02, April 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • April 10, 2002

37. Three-Year Averaging Method of Calculating EBARs

    By Guest Dash04, February 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • February 27, 2004

38. Who is included in Nondiscriminatory Classification test?

    By Guest Dave Dougherty, January 24, 2008
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2008

39. Include/Exclude Earnings During Measurement Period?

    By Guest sammy, February 27, 2004
    • 1 reply
    • 959 views
    • 
    • AndyH
    • February 27, 2004

40. Age Neutral Plans

    By Guest Richard Scheer, October 31, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 1, 2001

41. Restructuring and Gateway rules

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

42. New Comp Plans, ABPT, and Plan Year Change

    By buckaroo, April 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 1, 2010

43. Term <500 hours in or out of ABT

    By BG5150, February 14, 2018
    • 1 reply
    • 970 views
    • 
    • ETA Consulting LLC
    • February 14, 2018

44. DB/DC Aggregate Testing

    By Guest Doug Goelz, August 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • August 29, 2001

45. Affirmative Obligation to Perform Testing?

    By britoski, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 14, 2011

46. Controlled Group/ Cross-Testing

    By IRC401, December 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 27, 2002

47. gateway and multiple formula situation

    By AndyH, May 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 16, 2003

48. 401(a)(26) NC and CB

    By abanky, October 17, 2007
    • 1 reply
    • 1.9k views
    • 
    • ak2ary
    • October 17, 2007

49. EBARS/401a4

    By Guest chris4013, April 29, 2003
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • April 29, 2003

50. Gateway Minimum

    By Guest tcunagin, December 10, 2003
    • 1 reply
    • 986 views
    • 
    • Tom Poje
    • December 11, 2003