Cross-Tested Plans

1,233 topics in this forum

1. Shareholder daughter allocation in cross tested formula

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

2. SHM in gateway

   By Audrey, June 26, 2024
   • 2 replies
   • 693 views
   • 
   • Audrey
   • June 27, 2024

3. SHMAC & gateway minimum

   By pmacduff, November 11, 2005
   • 4 replies
   • 2.2k views
   • 
   • Tom Poje
   • November 14, 2005

4. SHNE Stopped Mid-Year

   By Laura Harrington, February 24, 2010
   • 2 replies
   • 1.3k views
   • 
   • Jim Chad
   • February 27, 2010

5. Short Plan Year

   By Guest RJF, November 29, 2005
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • November 30, 2005

6. Short Plan Year

   By Guest merlin, February 21, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 21, 2002

7. Short Plan Year and Imputed Disparity

   By msmith, September 7, 2018
   • 5 replies
   • 1k views
   • 
   • ETA Consulting LLC
   • September 14, 2018

8. Short Plan Year?

   By Logan401, February 25, 2022
   • 6 replies
   • 1.1k views
   • 
   • Nate S
   • February 28, 2022

9. Small 401k that may allow 100% HCE deferral

   By Guest rickw, January 8, 2003
   • 18 replies
   • 1.8k views
   • 
   • AndyH
   • February 4, 2003

10. Smooth Method in Creating Rate Groups

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

11. Smoothly Increasing - regular intervals

    By dmb, January 26, 2006
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • January 26, 2006

12. Smoothly Increasing Allocation Rates & 410(b)

    By Guest Ervin B, November 30, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 1, 2006

13. Smoothly Increasing gateway

    By dmb, November 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 20, 2012

14. smoothly increasing plan fails avg bfts percentage test

    By dmb, November 22, 2004
    • 12 replies
    • 3.3k views
    • 
    • dmb
    • November 30, 2004

15. Smoothly Increasing Rates

    By John Feldt ERPA CPC QPA, May 1, 2008
    • 8 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 6, 2008

16. Software

    By Ervin Barham, August 28, 1998
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • May 5, 1999

17. software for cross tested calcs

    By Guest Jennyb473, August 3, 2009
    • 5 replies
    • 1.9k views
    • 
    • Bill Presson
    • August 5, 2009

18. Software Needed for Cross-tested Plan calculations

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

19. Sole Proprietor and Rate Group Plan

    By Lori Foresz, March 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • ERISAnut
    • March 31, 2009

20. Sole-Prop

    By Guest thepitts, October 28, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 28, 2002

21. Sources for average benefit test

    By steve45, January 12, 2022
    • 1 reply
    • 774 views
    • 
    • BG5150
    • January 12, 2022

22. sources to include in Average Benefits Percentage test of 401(a)(4)

    By Guest Jay B. Fitzgibbons, February 23, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 23, 2000

23. SPD Language for Tiered Plans

    By Lynn Campbell, October 22, 1998
    • 5 replies
    • 2.5k views
    • 
    • Alonzo
    • December 22, 1998

24. 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

25. Spread sheet testing

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

26. Standardized Doc - Start a new plan?

    By Gilmore, December 17, 2012
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • December 24, 2012

27. Statutory Exclusion - excluded group fails 401(a)(4)

    By Tom, January 2, 2024
    • 13 replies
    • 1.9k views
    • 
    • Kattdogg12
    • January 24, 2024

28. Statutory exclusions for X-testing

    By dmb, January 11, 2008
    • 1 reply
    • 1.9k views
    • 
    • ak2ary
    • January 11, 2008

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

    By Guest Judy S, September 30, 2002
    • 5 replies
    • 1.2k views
    • 
    • jaemmons
    • September 30, 2002

30. Strange demographics

    By Penpack, February 6, 2015
    • 4 replies
    • 1.3k views
    • 
    • Penpack
    • February 9, 2015

31. Submission of cross-testing amendment on 6406?

    By Guest kjungkin, March 9, 2004
    • 0 replies
    • 850 views
    • 
    • Guest
    • March 9, 2004

32. submitting cross-tested plans

    By MR, January 17, 2002
    • 0 replies
    • 1.3k views
    • 
    • MR
    • January 17, 2002

33. Substantiation under Rev Proc 93-42

    By jaemmons, January 19, 2005
    • 3 replies
    • 4k views
    • 
    • AndyH
    • January 19, 2005

34. Super Integrated Plan for a 501(c)(3) organization?

    By Guest, August 15, 2000
    • 3 replies
    • 1.4k views
    • 
    • actuarysmith
    • August 16, 2000

35. Super integrated plan validity

    By Guest DGervais, February 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 21, 1999

36. Target Benefit Funding Amount?

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

37. Target Benefit Plan- final average compensation for determining contri

    By AndyH, October 17, 2002
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • October 23, 2002

38. Target Benefit Plans

    By Guest LKHartnett, September 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 9, 2002

39. Target Benefit Question

    By jkharvey, January 10, 2007
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • January 12, 2007

40. Term <500 hours in or out of ABT

    By BG5150, February 14, 2018
    • 1 reply
    • 949 views
    • 
    • ETA Consulting LLC
    • February 14, 2018

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

    By BG5150, January 6, 2017
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 9, 2017

42. Termed Participants on Relius

    By Guest IBlameTedBenna, February 15, 2006
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • February 15, 2006

43. Terminated employees with no vesting

    By Will.I.Am, May 11, 2022
    • 19 replies
    • 2.3k views
    • 
    • Belgarath
    • May 19, 2022

44. Terminated participant and no last day rule

    By dmb, December 29, 2010
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 29, 2010

45. Terminated participant in Prior year & gateway

    By Chippy, February 21, 2017
    • 9 replies
    • 2.4k views
    • 
    • Chippy
    • February 22, 2017

46. Terminated participants

    By Guest RJF, December 7, 2005
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 7, 2005

47. Terminated with less than 500 hours

    By dmb, February 25, 2015
    • 2 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 26, 2015

48. Terminees with > 500 hours in cross tested plans

    By perkinsran, August 3, 2004
    • 5 replies
    • 3.1k views
    • 
    • perkinsran
    • August 4, 2004

49. Testing 2 plans with different year ends

    By Dougsbpc, October 22, 2021
    • 2 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • October 22, 2021

50. Testing a 401(a) DB plan in aggregation with a 403(b) plan

    By Guest astonewall, December 22, 2004
    • 7 replies
    • 2.9k views
    • 
    • AndyH
    • December 22, 2004