Cross-Tested Plans

1,233 topics in this forum

1. Defined Benefit and Simple

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

2. 5% Gateway With Multiple Eligibility Provisions

   By Guest sdolce, October 4, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 4, 2001

3. 412i Plan cross tested with a PS Plan

   By Guest NPaleveda, October 2, 2001
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • October 10, 2001

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

   By AndyH, September 26, 2001
   • 0 replies
   • 1.3k views
   • 
   • AndyH
   • September 26, 2001

5. Cross-testing the 401k Plan

   By Fred Payne, September 26, 2001
   • 4 replies
   • 2.9k views
   • 
   • AndyH
   • September 27, 2001

6. Form 5300; Schedule Q

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

7. What year for annual additions?

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

8. Any primers on Cross-tested designs?

   By Guest rickw, August 30, 2001
   • 12 replies
   • 2.6k views
   • 
   • Guest
   • October 17, 2001

9. DB/DC Aggregate Testing

   By Guest Doug Goelz, August 28, 2001
   • 1 reply
   • 1.7k views
   • 
   • AndyH
   • August 29, 2001

10. Cross-Tested Plan with no highly compensated employees

    By Guest John Sample, August 23, 2001
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • August 23, 2001

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

    By MWeddell, August 22, 2001
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • August 23, 2001

12. Carved Out Cross Testing

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

13. Rounding of NHCE Concentration Percentage

    By Guest HollyT, August 20, 2001
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • August 20, 2001

14. Methodology in Calculating Age

    By Fred Payne, August 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 6, 2001

15. inclusion of owner's 12 year old son

    By dmb, July 23, 2001
    • 7 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 24, 2001

16. Waiver of Participation

    By Guest lforesz, July 16, 2001
    • 7 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 30, 2001

17. Safe Harbor Cross Tested Plan

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

18. Shareholder daughter allocation in cross tested formula

    By Guest MEGary, July 13, 2001
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 24, 2002

19. Target Benefit Funding Amount?

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

20. permissable correction method?

    By AndyH, July 10, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 10, 2001

21. Who gets a 5% contribution?

    By Jeff Kirtner, July 9, 2001
    • 47 replies
    • 8.1k views
    • 
    • AndyH
    • November 12, 2002

22. CrossTested DC w/ a DB plan

    By dmb, June 28, 2001
    • 25 replies
    • 5.5k views
    • 
    • Tom Poje
    • October 15, 2001

23. Smooth Method in Creating Rate Groups

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

24. Limitation Years After 12/31/01

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

25. Excluded Class - New Minimum Allocation Gateway

    By lkpittman, June 20, 2001
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 17, 2002

26. Rate Group Testing

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

27. Spread sheet testing

    By Fred Payne, June 18, 2001
    • 31 replies
    • 10.8k views
    • 
    • Ken_BenefitScape
    • December 31, 2023

28. Software Needed for Cross-tested Plan calculations

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

29. Waiver of participation issues

    By AndyH, May 24, 2001
    • 4 replies
    • 1.7k views
    • 
    • jaemmons
    • June 8, 2001

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

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

31. Another hypothetical design under the proposed Regs

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

32. Guesses or insight into timing of final regulations?

    By AndyH, April 12, 2001
    • 2 replies
    • 1.3k views
    • 
    • MGB
    • April 13, 2001

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

    By AndyT, April 10, 2001
    • 5 replies
    • 1.8k views
    • 
    • AndyT
    • April 12, 2001

34. 401(k) plans and cross-tested plans

    By smm, March 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 15, 2001

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

    By Guest lforesz, March 13, 2001
    • 6 replies
    • 2.2k views
    • 
    • AndyH
    • March 30, 2001

36. 3% Nonelective Safe Harbor & Nondiscrim

    By Guest Zee_Moe, March 9, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 9, 2001

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

    By John A, March 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • March 2, 2001

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

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

39. Aggregation with 403(b) plan

    By AndyH, February 9, 2001
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • February 15, 2001

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

    By Guest AlCal, January 27, 2001
    • 10 replies
    • 2.5k views
    • 
    • AndyH
    • March 10, 2001

41. 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

42. Coordination of Excess Contributions

    By Guest lforesz, January 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • January 27, 2001

43. 401(k) plan offered by payroll service combined with existing cross-te

    By David MacLennan, January 22, 2001
    • 2 replies
    • 1.7k views
    • 
    • richard
    • January 23, 2001

44. Is SPD amendment required to notify Participants of cross tested alloc

    By Guest LMalone, January 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • Richard Anderson
    • January 19, 2001

45. Cross testing DC plan for sponsor with DB plan

    By AndyH, January 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • January 16, 2001

46. Can multiple group avoid the attribution problem?

    By Guest, January 5, 2001
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • January 10, 2001

47. Potential age discrimination in cross-tested plan?

    By Guest mo again, January 3, 2001
    • 13 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 10, 2001

48. "Elective" disaggregation and impact on 401(a)(4) testing.

    By AndyH, December 28, 2000
    • 4 replies
    • 3.6k views
    • 
    • AndyH
    • January 24, 2001

49. Corrective amendment to plan that failed 401(a)(4)

    By Richard Anderson, December 22, 2000
    • 8 replies
    • 3k views
    • 
    • Guest
    • January 2, 2001

50. Are deferrals in the (k) portion of a plan included in non-discriminat

    By Guest LMalone, December 19, 2000
    • 3 replies
    • 1.7k views
    • 
    • Erik Read
    • December 19, 2000