Cross-Tested Plans

1,233 topics in this forum

1. 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

2. 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

3. Cross testing DC plan for sponsor with DB plan

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

4. Can multiple group avoid the attribution problem?

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

5. Potential age discrimination in cross-tested plan?

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

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

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

7. Plan design gateway document issue; how to adjust a plan that would sa

   By AndyH, December 13, 2000
   • 12 replies
   • 2.2k views
   • 
   • Guest
   • December 26, 2000

8. DEFINING GROUPS IN A NEW COMP PLAN-

   By Guest LBH, December 14, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 26, 2000

9. 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

10. Imputing permitted disparity in a safe harbor 401(k) plan.

    By Guest, December 8, 2000
    • 2 replies
    • 1.9k views
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    • Guest
    • December 11, 2000

11. Would like opinions on this interesting situation.

    By Guest tpa, December 5, 2000
    • 6 replies
    • 1.6k views
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    • richard
    • December 6, 2000

12. 414(s) compensation in determining EBARs

    By Guest John Nelson, November 30, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 1, 2000

13. Cross tested 401k with leased employees

    By dmb, November 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 30, 2000

14. Last Day Entry Date/Compensation for testing purposes

    By Guest, November 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 30, 2000

15. Tiered allocation for partnership of professional corporations

    By Guest AlCal, November 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2000

16. What problems arise when using calendar year compensation for non-cale

    By Guest mo again, November 8, 2000
    • 2 replies
    • 1.6k views
    • 
    • M R Bernardin
    • November 16, 2000

17. Is it possible to have too many classes of employees in a cross-tested

    By Guest dflin, November 10, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 16, 2000

18. reasonable classifications

    By k man, November 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 8, 2000

19. How would the 3/1 "gateway" apply to a super-integrated plan

    By AndyH, November 3, 2000
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • November 6, 2000

20. Top heavy contribution for terminees brought in to pass coverage test

    By DP, October 16, 2000
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • October 18, 2000

21. new comparability regs have been released

    By Guest, October 6, 2000
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • October 9, 2000

22. Repeal of cross tested plans?

    By Guest John McLeod, September 29, 2000
    • 8 replies
    • 2k views
    • 
    • Guest
    • October 9, 2000

23. Old Cross teted Question

    By Hoard1, September 29, 2000
    • 6 replies
    • 1.8k views
    • 
    • Hoard1
    • October 2, 2000

24. Plan Loan to Participant who later becomes >5% Sub-S Shareholder: I

    By Guest Allan Hensley, September 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 1, 2000

25. Use of the modified average benefit test in applying 401(a) non discri

    By Guest khaskell, September 1, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 1, 2000

26. Reference books for cross-tested plans

    By R. Butler, August 30, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2000

27. Anyone Drafted a Cross-Tested MPPP?

    By Guest, August 28, 2000
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2000

28. Tiered profit sharing allocation?

    By Richard Anderson, August 23, 2000
    • 2 replies
    • 2.3k views
    • 
    • Richard Anderson
    • August 24, 2000

29. Allocations and Testing Methods for post NRA participants

    By AndyH, August 17, 2000
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • August 21, 2000

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

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

31. Need tips on how to break down nonelective contributions to do compone

    By Guest Phil L., July 18, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 28, 2000

32. Non deferring participants as an allocation class?

    By Richard Anderson, June 20, 2000
    • 6 replies
    • 1.7k views
    • 
    • actuarysmith
    • July 17, 2000

33. Compensation limit for plan year ending 3/31/2000.

    By Guest NAdministrator, June 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 29, 2000

34. Any more news from Washington On New Comp Plans?

    By Guest SPollock, June 29, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2000

35. 401(a)(4)testing of safe harbor non-elective component

    By Guest JL, June 5, 2000
    • 5 replies
    • 3.4k views
    • 
    • AndyH
    • June 21, 2000

36. Form 5310 Question When Terminating a Cross-Tested Plan

    By Guest, June 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 13, 2000

37. IRA Beneficiary Designation Question

    By Guest ElizabethH, May 18, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 18, 2000

38. ASPA update on cross-tested plans

    By Guest, March 21, 2000
    • 4 replies
    • 1.6k views
    • 
    • richard
    • May 16, 2000

39. Merging CT MP & P/S

    By Ervin Barham, April 27, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 2, 2000

40. Agg Plans for 410(b)- Is Gen Test Req?

    By David, April 27, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2000

41. ERISA Notice Dated 5/15/99

    By Guest, April 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • richard
    • April 30, 2000

42. What about aggregating plans as a way to circumvent IRS' proposed Regs

    By AndyT, April 26, 2000
    • 2 replies
    • 1.4k views
    • 
    • Alonzo
    • April 28, 2000

43. Forfeiture reallocation

    By Richard Anderson, April 24, 2000
    • 2 replies
    • 2.1k views
    • 
    • pjkoehler
    • April 25, 2000

44. Can the document be silent as to the correction method and can differe

    By John A, March 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • April 14, 2000

45. Using Years of Services for determining allocations.

    By Guest SPollock, April 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 10, 2000

46. What to do now? -- plan sponsor prospect wants to set up a new compara

    By Guest SPollock, April 6, 2000
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • April 9, 2000

47. Cross tested plan that passes ratio percentage test.

    By Guest, April 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • AndyH
    • April 5, 2000

48. I don't think I've heard this discussed yet - In light of 2000-14, how

    By AndyT, March 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • mwyatt
    • March 22, 2000

49. New Comparability v. Cash Balance Plans

    By IRC401, March 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • IRC401
    • March 22, 2000

50. 410(b) Multiple Employer Question

    By Guest SDS, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2000