Cross-Tested Plans

1,233 topics in this forum

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

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

2. Testing a 401(k) w/ new comparability PS plan

   By dmb, February 9, 2005
   • 5 replies
   • 2.1k views
   • 
   • Tom Poje
   • February 10, 2005

3. Testing a BRF

   By Guest Partly Cloudy, December 15, 2005
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 15, 2005

4. Testing age

   By Richard Anderson, September 3, 1999
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • September 3, 1999

5. Testing Age

   By Blinky the 3-eyed Fish, February 27, 2003
   • 3 replies
   • 1.4k views
   • 
   • Mike Preston
   • February 28, 2003

6. Testing Age (See the same post in the DB Forum)

   By Penman2006, April 23, 2007
   • 0 replies
   • 1.2k views
   • 
   • Penman2006
   • April 23, 2007

7. testing age and SSRA

   By Tom Poje, August 8, 2008
   • 0 replies
   • 1.3k views
   • 
   • Tom Poje
   • August 8, 2008

8. Testing Age DB/DC combination

   By John Feldt ERPA CPC QPA, December 9, 2010
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • December 9, 2010

9. Testing Age for Cross Testing

   By buckaroo, May 21, 2008
   • 9 replies
   • 4k views
   • 
   • Mike Preston
   • May 29, 2008

10. Testing age for DB DC combo?

    By Guest Arlingtonray, August 9, 2005
    • 2 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

11. Testing age question

    By FAPInJax, August 10, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 15, 2007

12. Testing assumptions

    By JPIngold, January 29, 2017
    • 2 replies
    • 762 views
    • 
    • JPIngold
    • January 29, 2017

13. Testing basis for ABT

    By Cloudy, April 5, 2018
    • 11 replies
    • 1.9k views
    • 
    • BG5150
    • April 10, 2018

14. Testing Comp

    By Fred Payne, December 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 2, 2002

15. Testing comp

    By AndyH, February 12, 2002
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • February 12, 2002

16. Testing comp for Top Heavy plan

    By dmb, January 29, 2002
    • 5 replies
    • 2.3k views
    • 
    • AndyH
    • January 30, 2002

17. Testing Compensation

    By blue, June 20, 2008
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2008

18. Testing Compensation

    By Cloudy, May 9, 2022
    • 2 replies
    • 674 views
    • 
    • 401kology
    • May 10, 2022

19. Testing dates for 410(b)Controlled Group of Corporation

    By Hoard1, July 14, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 2002

20. Testing Failure

    By dneterr, March 1, 2023
    • 6 replies
    • 1.4k views
    • 
    • Nate S
    • March 14, 2023

21. Testing methodology?

    By Guest cosmo1215, December 3, 2004
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • December 6, 2004

22. Testing option consistency for (k)/cross tested PS plan

    By AndyH, February 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 20, 2002

23. Testing Table

    By Young Curmudgeon, February 5, 2016
    • 3 replies
    • 738 views
    • 
    • Mike Preston
    • February 5, 2016

24. Testing using comp ;ess deferrals

    By Richard Anderson, September 6, 2012
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • September 7, 2012

25. Testing Using The Accrued-to-Date Method

    By Guest merlin, October 1, 2003
    • 11 replies
    • 3.3k views
    • 
    • AndyH
    • October 2, 2003

26. Testing where self-correction involved

    By Belgarath, February 3, 2020
    • 3 replies
    • 873 views
    • 
    • JackS
    • February 3, 2020

27. TH Cross-Tested Plan w/ 401(k)

    By Guest dannyoc13, March 3, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • March 3, 2006

28. TH only need Gateway?

    By BG5150, February 3, 2021
    • 3 replies
    • 823 views
    • 
    • Mike Preston
    • February 4, 2021

29. TH? SH 401(k) + NC + CB

    By abanky, June 12, 2007
    • 2 replies
    • 1.7k views
    • 
    • abanky
    • June 12, 2007

30. The Effect of Top Heavy Allocations on Gateway Allocations

    By mming, November 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • chc93
    • November 19, 2014

31. The history of cross-testing

    By Guest Matt Hutcheson, August 30, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998

32. The testing part of cross testing !

    By Guest rffahey, January 19, 2004
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 20, 2004

33. Three DC Plans

    By Cloudy, June 17, 2015
    • 4 replies
    • 960 views
    • 
    • Cloudy
    • June 19, 2015

34. Three-Year Averaging Method of Calculating EBARs

    By Guest Dash04, February 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • February 27, 2004

35. Tiered allocation for partnership of professional corporations

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

36. Tiered profit sharing allocation?

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

37. Timing of amendment

    By pbarrett, August 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 19, 1999

38. Timing of Amendment to change allocation schedule

    By dmb, June 7, 2012
    • 2 replies
    • 1.2k views
    • 
    • dmb
    • June 7, 2012

39. top 20% and cross testing

    By Guest Lawrenceg, March 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 9, 2007

40. Top Heavey 401(k) New Comparability Concerns

    By MBCarey, April 15, 2002
    • 10 replies
    • 2.4k views
    • 
    • KJohnson
    • April 15, 2002

41. top heavy

    By Guest quinn the car fixer, March 25, 2004
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2004

42. Top Heavy

    By Guest EPS2, January 31, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 1, 2008

43. Top Heavy & the Cross-test

    By Fred Payne, March 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • March 20, 2002

44. Top Heavy Aggregation

    By Guest lforesz, April 19, 2003
    • 12 replies
    • 3.1k views
    • 
    • AndyH
    • June 11, 2003

45. Top Heavy Allocation

    By Guest MichaelO, March 15, 2004
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • March 15, 2004

46. Top heavy allocations in cross testing

    By Guest SDS, January 26, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 26, 2000

47. Top heavy and general testing

    By jaemmons, February 7, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • February 13, 2003

48. Top Heavy Contribution for Non-Key HCE

    By Guest William Lehman, March 31, 1999
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 31, 1999

49. 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

50. Top Heavy DB/DC and Minimum Gateway

    By Dougsbpc, May 2, 2008
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 6, 2008