Cross-Tested Plans

1,233 topics in this forum

1. Top Heavy & the Cross-test

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

2. K refunds-how to handle for ABPT?

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

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

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

4. 401(a)(4)

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

5. "Age Neutral" Plans

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

6. Separately testing otherwise excludables

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

7. Class of One Participant Allowed?

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

8. 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

9. 1.401(a)(4)-8(b)(2)(ii)(B) Normalization to Determine Equivalent Accru

   By Guest crosseyedtester, February 22, 2002
   • 11 replies
   • 2.5k views
   • 
   • Blinky the 3-eyed Fish
   • July 11, 2003

10. Short Plan Year

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

11. Accrued to Date Method

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

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

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

13. Union plan and New Comparability

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

14. (a)(4) testing

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

15. rounding rules?

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

16. Testing comp

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

17. Gateway Compensation & Inclusion

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

18. Corrective Amendment

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

19. 410(b) Failure

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

20. Administrative procedural suggestions for discretionary class plans

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

21. crosstesting tables

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

22. Testing comp for Top Heavy plan

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

23. "LEO" Plan??

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

24. Component plan testing

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

25. Post NRA testing age

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

26. Accrued to date testing method

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

27. submitting cross-tested plans

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

28. Corrective contribution included in test?

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

29. New Comp Plan-deduction Issue

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

30. Inclusion of excludable employee?

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

31. combined 401(k)/cross tested

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

32. "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

33. Testing Comp

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

34. Contribution exceeding base formula

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

35. 5% Gateway for disaggregated group?

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

36. cross tested plan for 2002

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

37. Is this contribution definitely determinable?

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

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

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

39. Amendment of Allocation Basis-Protected Benefit

    By Guest merlin, December 4, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2001

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

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

41. Safe Harbor vs. Midpoint

    By Fred Payne, December 2, 2001
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • December 3, 2001

42. Brochures

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

43. Cross-Testing Satisfied As of What Date in Plan Year?

    By Christine Roberts, November 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • November 20, 2001

44. Safe Harbor Match in cross tested retirement plan

    By Guest MEGary, November 14, 2001
    • 9 replies
    • 3.4k views
    • 
    • KJohnson
    • November 16, 2001

45. Possible to have no HCEs?

    By Guest Effie Clark, November 8, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 9, 2001

46. "Definitely Determinable" Requirement and Allocation Formula

    By Christine Roberts, November 8, 2001
    • 5 replies
    • 4.2k views
    • 
    • AndyH
    • November 8, 2001

47. cross-testing, egtrra 25% ps limit, penalty for not having surety bond

    By Guest Donna Neuhauser, November 6, 2001
    • 4 replies
    • 2k views
    • 
    • Lynn Campbell
    • November 7, 2001

48. Defining Rate Groups

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

49. Age Neutral Plans

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

50. Imputing Permitted Disparity In a Safe Harbor 401(k) Plan With A Tiere

    By Guest merlin, October 19, 2001
    • 8 replies
    • 4.6k views
    • 
    • Guest
    • October 23, 2001