Cross-Tested Plans

1,234 topics in this forum

1. Nondiscriminatory classification table

   By BG5150, January 6, 2016
   • 4 replies
   • 1.3k views
   • 
   • K2retire
   • January 7, 2016

2. New Comp Plan Design

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

3. EE of Both in CG, but Plan is for just one ER

   By J Simmons, October 12, 2009
   • 1 reply
   • 1.3k views
   • 
   • Laura Harrington
   • October 12, 2009

4. child and non-discrimination classification testing

   By wsp, December 31, 2002
   • 4 replies
   • 1.3k views
   • 
   • Tom Poje
   • January 3, 2003

5. Cross Tested, Gateway and Component plans

   By rcline46, February 23, 2017   

   • component
   • 5 replies
   • 1.3k views
   • 
   • Tom Poje
   • February 23, 2017

6. Asset Sale and Non-discrim issues

   By Dennis Povloski, August 11, 2010
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • August 18, 2010

7. Request for Proposal

   By Guest Dash02, February 6, 2007
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 6, 2007

8. Gateway provided in another DC plan?

   By Guest Judy S, May 14, 2003
   • 3 replies
   • 1.3k views
   • 
   • AndyH
   • May 15, 2003

9. Rate Banding

   By Archimage, November 20, 2002
   • 3 replies
   • 1.3k views
   • 
   • Tom Poje
   • November 21, 2002

10. New Comparability Plan Corbel Update Checklist

    By MBCarey, November 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 7, 2002

11. Stock options in 401(k) plan with employer stock

    By Guest Judy S, September 30, 2002
    • 5 replies
    • 1.3k views
    • 
    • jaemmons
    • September 30, 2002

12. Term less than 500 hours--not in General test?

    By BG5150, January 6, 2017
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 9, 2017

13. Cross testing HCEs with no allocation

    By pmacduff, January 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2004

14. Groupings

    By Belgarath, November 18, 2010
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • November 18, 2010

15. The Effect of Top Heavy Allocations on Gateway Allocations

    By mming, November 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • chc93
    • November 19, 2014

16. Non qualified stock option plan and its effects on HCE determination

    By Guest smhjr, August 2, 2004
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • August 4, 2004

17. Number of groups in document vs in test

    By bevfair, January 17, 2012
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 18, 2012

18. 403(b) by doctor at hospital - effects on his practice's DB/DC combo.

    By Bri, March 16, 2022
    • 2 replies
    • 1.2k views
    • 
    • Bri
    • March 18, 2022

19. Accrued-to-date method

    By Dougsbpc, April 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 22, 2004

20. Correction of failed 401(a) or 410(b) tests?

    By Mleech, February 25, 2025
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • March 28, 2025

21. new comp amendment after PYE

    By Santo Gold, October 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 8, 2010

22. Cross Tested safe harbor k

    By Guest TrustMe401k, September 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 12, 2002

23. End of year termination of employee

    By Guest Peggy806, January 21, 2010
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • January 22, 2010

24. Classifications

    By dmb, February 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • RTK
    • February 18, 2003

25. Prevailing Wage Plan Question

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

26. Description of employee groups issue

    By chris, September 24, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 2, 2002

27. Form 5500 for Cross Tested Plans

    By Guest Mbrockway, October 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2003

28. Collectively Bargained Employees

    By dmb, September 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 4, 2011

29. Creative solution to Gateway issue?

    By LarryDavid, July 11, 2011
    • 0 replies
    • 1.2k views
    • 
    • LarryDavid
    • July 11, 2011

30. Are NHCEs required to receive?

    By Logan401, August 14, 2014
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • August 14, 2014

31. Average Benefit Test with different eligilibilities

    By Guest Roman, February 16, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 17, 2004

32. Non top heavy Plan - participant <1000 hrs

    By pmacduff, February 21, 2003
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 24, 2003

33. Cross tested plans

    By Guest jeri stitt, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2002

34. Individual Groups now allowed in Volume Submitter Documents

    By Guest DNH, September 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 29, 2009

35. Timing of Amendment to change allocation schedule

    By dmb, June 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • dmb
    • June 7, 2012

36. 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

37. Younger HCE

    By Guest klm401, December 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 4, 2012

38. Testing Age (See the same post in the DB Forum)

    By Penman2006, April 23, 2007
    • 0 replies
    • 1.2k views
    • 
    • Penman2006
    • April 23, 2007

39. Floor/offset Plans

    By Guest JonDeckr, July 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 28, 2003

40. Plan Design- group determination

    By Guest Lex, June 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • June 15, 2002

41. One rate group

    By ombskid, April 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 9, 2010

42. 401k SH with PS - Increase PS to Term <501 hours acceptable?

    By cheersmate, December 18, 2023
    • 4 replies
    • 1.2k views
    • 
    • cheersmate
    • December 20, 2023

43. New Comp; Safe harbor Plan - Defining alloc groups

    By buckaroo, August 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 16, 2012

44. "manage" census with young part-timers?

    By Guest rickw, December 30, 2002
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 30, 2002

45. Sample Plan Document

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

46. Gateway Question

    By Dougsbpc, January 21, 2019
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 21, 2019

47. Gateway between MP, PS with differing eligibility

    By mwyatt, July 23, 2003
    • 5 replies
    • 1.2k views
    • 
    • mwyatt
    • July 24, 2003

48. Group Allocations?

    By Jilliandiz, January 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 12, 2004

49. 11(g)

    By Guest Dumb & Dumber, August 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • August 22, 2012

50. 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