Cross-Tested Plans

1,234 topics in this forum

1. Restructuring

   By PFranckowiak, March 23, 2016
   • 4 replies
   • 1.1k views
   • 
   • PFranckowiak
   • March 24, 2016

2. restructuring

   By Draper55, December 23, 2015
   • 5 replies
   • 1.4k views
   • 
   • Mike Preston
   • December 28, 2015

3. Restructuring and Gateway rules

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

4. Restructuring and PS/401(k) combined plan

   By AndyH, December 15, 2004
   • 2 replies
   • 2k views
   • 
   • jaemmons
   • January 11, 2005

5. Restructuring for 401(a)(4)

   By abanky, November 25, 2013
   • 2 replies
   • 2.7k views
   • 
   • abanky
   • November 25, 2013

6. Restructuring into component plans

   By Will.I.Am, June 27, 2022
   • 10 replies
   • 1.3k views
   • 
   • Gilmore
   • June 30, 2022

7. Restructuring Into Component Plans

   By Guest merlin, December 5, 2003
   • 7 replies
   • 1.7k views
   • 
   • Guest
   • December 8, 2003

8. Restructuring to allow 100% 401k for HCE

   By Guest rickw, December 30, 2002
   • 15 replies
   • 2.5k views
   • 
   • AndyH
   • December 30, 2002

9. Restructuring under Grouping Method

   By TPA Bob, December 13, 2017
   • 5 replies
   • 1.2k views
   • 
   • Mike Preston
   • December 19, 2017

10. Retroactive Amendment?

    By Guest notapensiongeek, June 24, 2009
    • 2 replies
    • 2.8k views
    • 
    • BG5150
    • June 25, 2009

11. Return of 403b employee deferral??

    By dmb, October 18, 2018
    • 2 replies
    • 739 views
    • 
    • PensionPro
    • October 22, 2018

12. Revisiting the issue of a New Comp Plan avoiding being designated a CODA

    By CharlesLeggette, December 3, 2015
    • 0 replies
    • 706 views
    • 
    • CharlesLeggette
    • December 3, 2015

13. Rights to allocation

    By dmb, May 28, 2009
    • 4 replies
    • 1.6k views
    • 
    • dmb
    • June 1, 2009

14. Roth 401k with New Comp PS

    By dmb, May 27, 2008
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • May 27, 2008

15. Rounding of NHCE Concentration Percentage

    By Guest HollyT, August 20, 2001
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • August 20, 2001

16. rounding rules?

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

17. S-Corp New Comparability 401k plan

    By dmb, October 31, 2019
    • 6 replies
    • 1.8k views
    • 
    • spiritrider
    • November 22, 2019

18. S% safe harbor 401K Plan plus cross tested profit sharing allocation - with a participant who enters on 7/1/03

    By Guest rffahey, March 17, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 17, 2004

19. Safe Harbor 3% Plus 2% New Comp - Does that count as a 5% Gateway?

    By Guest LKHartnett, October 22, 2002
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 22, 2002

20. Safe Harbor 401(k) with Cross Tested PS

    By Guest DTrom, October 4, 2004
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 5, 2004

21. Safe Harbor 401(k)/Cross-tested PS

    By betheeg, March 10, 2003
    • 11 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 10, 2005

22. Safe Harbor Allocation Forced to Cross-Test

    By Dougsbpc, May 16, 2008
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 16, 2008

23. Safe Harbor Cross Tested Plan

    By Guest MEGary, July 16, 2001
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 7, 2002

24. Safe Harbor Cross-Tested Plan - forfeitures triggering 3%

    By cheersmate, June 9, 2022   

    • safe harbor 401k
    • top heavy minimum
    • (and 1 more)

      Tagged with:

      • safe harbor 401k
      • top heavy minimum
      • forfeitures
    • 2 replies
    • 1k views
    • 
    • cheersmate
    • June 9, 2022

25. Safe Harbor Match and Gateway

    By Dougsbpc, April 2, 2014
    • 3 replies
    • 2.9k views
    • 
    • pmacduff
    • April 4, 2014

26. Safe Harbor Match in cross tested retirement plan

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

27. Safe Harbor Match to Meet Gateway?

    By Dougsbpc, November 25, 2013
    • 1 reply
    • 4.2k views
    • 
    • Lou S.
    • November 25, 2013

28. Safe Harbor Match with Cross-Tested Profit Sharing

    By Retire, December 6, 2017
    • 9 replies
    • 2.4k views
    • 
    • Mike Preston
    • December 18, 2017

29. Safe Harbor Matching 401k - Bifurcate Testing?

    By cheersmate, April 1, 2022   

    • safe harbor plan
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • April 4, 2022

30. Safe Harbor Plan Uses Component Plans and Imputes Disparity

    By John Feldt ERPA CPC QPA, July 9, 2013
    • 3 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2013

31. Safe Harbor Plan with Cross Testing

    By Guest Ephesian431, September 17, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 17, 1999

32. Safe Harbor Plan with New comp

    By Guest Doug Rosing, June 2, 1999
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • June 3, 1999

33. Safe Harbor plans and top heavy

    By Guest rffahey, January 7, 2005
    • 2 replies
    • 1.7k views
    • 
    • jquazza
    • January 8, 2005

34. Safe Harbor vs. Midpoint

    By Fred Payne, December 2, 2001
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • December 3, 2001

35. Safe-harbor 401(k) combined w/ Cross Tst

    By Guest SPollock, January 21, 1999
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • January 23, 1999

36. Safe-Harbor-Cross Test w/imputed disparity

    By JAY21, September 15, 2005
    • 3 replies
    • 1.9k views
    • 
    • JAY21
    • September 15, 2005

37. 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

38. Sample Plan Document

    By Guest Erek Sharp, September 6, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 6, 2002

39. SARSEP and Profit Sharing

    By Guest Suanne, December 20, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 20, 2005

40. Section 410(b)Interpretation

    By bzorc, December 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • richard
    • December 21, 1999

41. SELF EMPLOYED ISSUE

    By Guest Big Al, July 26, 2006
    • 19 replies
    • 5.4k views
    • 
    • Guest
    • September 2, 2006

42. self-employed calc for an age-weighted plan

    By Guest annieap1, April 7, 2005
    • 2 replies
    • 3k views
    • 
    • No Name
    • April 8, 2005

43. Semi-annual allocations, last day required for each period

    By John Feldt ERPA CPC QPA, May 15, 2009
    • 7 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 18, 2012

44. Separate plans for each company in controlled group?

    By Guest PLHart, October 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 20, 2003

45. Separate Testing of Otherwise Excludables

    By Archimage, October 8, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 8, 2003

46. Separately testing otherwise excludables

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

47. SEPS & Cross-Tested Plans

    By Fred Payne, December 3, 2002
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • December 4, 2002

48. SH 401(k)/Gateway/Otherwise Exlcudable

    By Rob P, May 9, 2008
    • 8 replies
    • 3.5k views
    • 
    • Rob P
    • May 16, 2008

49. SH 401k and Component Plans

    By WhoLetTheDogsOut, January 25, 2012
    • 7 replies
    • 2.9k views
    • 
    • Mike Preston
    • January 27, 2012

50. SH NEC - do you have to add to PS for testing necessarily?

    By mwyatt, January 5, 2012
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 5, 2012