Cross-Tested Plans

1,235 topics in this forum

1. cross tested plan for 2002

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

2. Brochures

   By Guest sandi_parks, December 1, 2001
   • 1 reply
   • 1.5k views
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   • jaemmons
   • December 4, 2001

3. Amendment of Allocation Basis-Protected Benefit

   By Guest merlin, December 4, 2001
   • 2 replies
   • 1.4k views
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   • Guest
   • December 4, 2001

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

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

5. Safe Harbor vs. Midpoint

   By Fred Payne, December 2, 2001
   • 4 replies
   • 3.7k views
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   • Guest
   • December 3, 2001

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

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

7. Safe Harbor Match in cross tested retirement plan

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

8. Possible to have no HCEs?

   By Guest Effie Clark, November 8, 2001
   • 6 replies
   • 2.1k views
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   • Guest
   • November 9, 2001

9. "Definitely Determinable" Requirement and Allocation Formula

   By Christine Roberts, November 8, 2001
   • 5 replies
   • 4.3k views
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   • AndyH
   • November 8, 2001

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

    By Guest Donna Neuhauser, November 6, 2001
    • 4 replies
    • 2.1k views
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    • Lynn Campbell
    • November 7, 2001

11. Age Neutral Plans

    By Guest Richard Scheer, October 31, 2001
    • 1 reply
    • 1.6k views
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    • Tom Poje
    • November 1, 2001

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

    By Guest merlin, October 19, 2001
    • 8 replies
    • 4.7k views
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    • Guest
    • October 23, 2001

13. Defined Benefit and Simple

    By Guest NPaleveda, October 12, 2001
    • 4 replies
    • 1.6k views
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    • AndyH
    • October 17, 2001

14. Any primers on Cross-tested designs?

    By Guest rickw, August 30, 2001
    • 12 replies
    • 2.7k views
    • 
    • Guest
    • October 17, 2001

15. CrossTested DC w/ a DB plan

    By dmb, June 28, 2001
    • 25 replies
    • 5.7k views
    • 
    • Tom Poje
    • October 15, 2001

16. 412i Plan cross tested with a PS Plan

    By Guest NPaleveda, October 2, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 10, 2001

17. 5% Gateway With Multiple Eligibility Provisions

    By Guest sdolce, October 4, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2001

18. Cross-testing the 401k Plan

    By Fred Payne, September 26, 2001
    • 4 replies
    • 3k views
    • 
    • AndyH
    • September 27, 2001

19. Document issues-gateway rules-how to handle?

    By AndyH, September 26, 2001
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • September 26, 2001

20. Form 5300; Schedule Q

    By Guest RWC, September 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 19, 2001

21. What year for annual additions?

    By Richard Anderson, August 30, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 18, 2001

22. DB/DC Aggregate Testing

    By Guest Doug Goelz, August 28, 2001
    • 1 reply
    • 1.8k views
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    • AndyH
    • August 29, 2001

23. Cross-Tested Plan with no highly compensated employees

    By Guest John Sample, August 23, 2001
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • August 23, 2001

24. Carved Out Cross Testing

    By Guest Sonia Kapoor, August 21, 2001
    • 3 replies
    • 1.7k views
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    • AndyH
    • August 23, 2001

25. Can contribution also be used to satisfy 401(k) safe harbor rules?

    By MWeddell, August 22, 2001
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 23, 2001

26. Rounding of NHCE Concentration Percentage

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

27. Methodology in Calculating Age

    By Fred Payne, August 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 6, 2001

28. Target Benefit Funding Amount?

    By Jed Macy, July 12, 2001
    • 8 replies
    • 2k views
    • 
    • AndyH
    • August 1, 2001

29. Waiver of Participation

    By Guest lforesz, July 16, 2001
    • 7 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 30, 2001

30. inclusion of owner's 12 year old son

    By dmb, July 23, 2001
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • July 24, 2001

31. permissable correction method?

    By AndyH, July 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 10, 2001

32. Smooth Method in Creating Rate Groups

    By Guest TracyAndrews, June 27, 2001
    • 4 replies
    • 2.1k views
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    • AndyH
    • July 2, 2001

33. Limitation Years After 12/31/01

    By Guest SWIN, June 22, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2001

34. Rate Group Testing

    By Fred Payne, June 19, 2001
    • 3 replies
    • 2.6k views
    • 
    • Earl
    • June 20, 2001

35. Waiver of participation issues

    By AndyH, May 24, 2001
    • 4 replies
    • 1.8k views
    • 
    • jaemmons
    • June 8, 2001

36. Testing a 401(k) plan with multiple eligibility requirements

    By Guest, May 24, 2001
    • 4 replies
    • 2.1k views
    • 
    • jaemmons
    • May 29, 2001

37. Software Needed for Cross-tested Plan calculations

    By Fred Payne, May 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • Fred Payne
    • May 25, 2001

38. Proposed repeal of 25% 415 Limit - Impact on Age-Based Plans

    By mwyatt, September 28, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • May 10, 2001

39. What do you do with a new client that had a new comparability prototyp

    By MR, August 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dawn Hafner
    • April 20, 2001

40. Another hypothetical design under the proposed Regs

    By AndyT, April 13, 2001
    • 0 replies
    • 1.3k views
    • 
    • AndyT
    • April 13, 2001

41. Guesses or insight into timing of final regulations?

    By AndyH, April 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • April 13, 2001

42. In a new comparability plan, is it improper to define the classes by s

    By AndyT, April 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • AndyT
    • April 12, 2001

43. Carving out "otherwise excluable" in General Test.

    By Guest lforesz, March 13, 2001
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • March 30, 2001

44. 401(k) plans and cross-tested plans

    By smm, March 15, 2001
    • 1 reply
    • 1.8k views
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    • rcline46
    • March 15, 2001

45. Spouse of owner with over 1000 hrs and no compensation

    By Guest AlCal, January 27, 2001
    • 10 replies
    • 2.6k views
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    • AndyH
    • March 10, 2001

46. 3% Nonelective Safe Harbor & Nondiscrim

    By Guest Zee_Moe, March 9, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 9, 2001

47. Any problems with this new comparability money purchase plan, 401(k) p

    By John A, March 2, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • March 2, 2001

48. Cross tested 403(b)? Are the rules the same?

    By AndyH, February 15, 2001
    • 2 replies
    • 2k views
    • 
    • AndyH
    • February 15, 2001

49. Aggregation with 403(b) plan

    By AndyH, February 9, 2001
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • February 15, 2001

50. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

    By Guest AlCal, January 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 27, 2001