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Cross-Tested Plans

1,234 topics in this forum

  1. Coordination of Excess Contributions

    By Guest lforesz,
    • 1 reply
    • 1.4k views

  2. using top paid group

    By betheeg,
    • 1 reply
    • 1k views

  3. Interest Rate used for a New Comp Plan

    By Guest AJM 34,
    • 1 reply
    • 1.4k views

  4. HCE determination in a Controlled Group becoming a multiple emplohyer

    By dmb,
    • 1 reply
    • 1.4k views

  5. New Comp Employee Groups - How to define

    By Guest AJM 34,
    • 1 reply
    • 1.4k views

  6. New Comparability PS Allocation In SH 401k

    By mming,
    • 1 reply
    • 1.6k views

  7. cross tested formula with last day rule and safe harbor 3%

    By pmacduff,
    • 1 reply
    • 773 views

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

    By Christine Roberts,
    • 1 reply
    • 1.6k views

  9. Limited Liability Company - Each participant in own group

    By Guest jvanheyde,
    • 1 reply
    • 1.4k views

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

    By J Simmons,
    • 1 reply
    • 1.3k views

  11. Conversion of MP Plan to Cross-Tested PS Plan

    By Guest merlin,
    • 1 reply
    • 1.3k views

  12. Gateway and Forfeitures

    By dmb,
    • 1 reply
    • 999 views

  13. Are My Calcs Okay?

    By Archimage,
    • 1 reply
    • 1.3k views

  14. Aggregate plans and change from different to same plan years

    By SRM,
    • 1 reply
    • 1.8k views

  15. Meeting gateway with separate PSP and SH 401k

    By Guest dsyrett,
    • 1 reply
    • 881 views

  16. Merger Cross-Tested

    By Guest JimD,
    • 1 reply
    • 1k views

  17. failed ABT

    By kmciver,
    • 1 reply
    • 1.3k views

  18. ADP & 401(a)(4) testing

    By Guest Troy S.,
    • 1 reply
    • 1.9k views

  19. New Comp

    By Guest moltengater,
    • 1 reply
    • 1.9k views

  20. Who's Required to Receive Minimum Alloc. Gateway

    By Guest dash,
    • 1 reply
    • 1.7k views

  21. 403(b) with cross-tested PS

    By dmb,
    • 1 reply
    • 1.6k views

  22. Minimum Gateway Contribution

    By Guest KAW,
    • 1 reply
    • 2.3k views

  23. Age Weighted Profit Sharing Allocation

    By tjw572,   
    • 1 reply
    • 2.6k views

  24. Top Heavy Plan

    By Guest RJF,
    • 1 reply
    • 2.2k views

  25. Roth 401k with New Comp PS

    By dmb,
    • 1 reply
    • 1.8k views

  26. Missed Opportunity QNECs in Avg. Benefit & General Test

    By Laura Harrington,
    • 1 reply
    • 1.7k views

  27. Full year CB, Half Year PS

    By abanky,
    • 1 reply
    • 1k views

  28. Average Benefits % Test calculations

    By Guest student_actuary,
    • 1 reply
    • 1.9k views

  29. New Comp Nondiscrimination Testing

    By Guest AJM 34,
    • 1 reply
    • 2.1k views

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

    By BG5150,
    • 1 reply
    • 1.3k views

  31. Cross tested 401k with leased employees

    By dmb,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  32. Imputed Disparity and Safe Harbor

    By pjb1835,
    • 1 reply
    • 836 views

  33. Top Heavy

    By Guest EPS2,
    • 1 reply
    • 1.5k views

  34. Gateway

    By Guest chris4013,
    • 1 reply
    • 1.2k views

  35. Corrective Amendment

    By preErisa,
    • 1 reply
    • 1.7k views

  36. changing a group in new comp plan

    By wsp,
    • 1 reply
    • 1.4k views

  37. Can HCEs get 3%

    By Dougsbpc,
    • 1 reply
    • 942 views

  38. Can a corrective QNEC be used for TH and GW?

    By DavidO,
    • 1 reply
    • 650 views
    • Bri
    • Bri

  39. Matching contributions used toward top heavy minimum

    By Belgarath,
    • 1 reply
    • 3k views

  40. Plan Design- group determination

    By Guest Lex,
    • 1 reply
    • 1.2k views

  41. Contribution Funding

    By Guest Jeff Underwood,
    • 1 reply
    • 1.1k views

  42. Make a top heavy contribution in a non-top heavy plan

    By ERISA Philomath,
    • 1 reply
    • 670 views

  43. Accrued to Date Testing

    By Guest Michele Ciz,
    • 1 reply
    • 1.5k views

  44. One rate group

    By ombskid,
    • 1 reply
    • 1.2k views

  45. Avg Benefits Test and Cross Testing

    By Guest Michele Ciz,
    • 1 reply
    • 1.4k views

  46. Aggregation Required?

    By Dougsbpc,
    • 1 reply
    • 781 views

  47. Sources for average benefit test

    By steve45,
    • 1 reply
    • 810 views

  48. Last Day Entry Date/Compensation for testing purposes

    By Guest,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  49. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 544 views

  50. reasonable classifications

    By k man,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest
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