Cross-Tested Plans

1,233 topics in this forum

1. 20% income tax withholding

   By Guest Tamra, November 19, 1998
   • 1 reply
   • 2k views
   • 
   • Tom Poje
   • November 25, 1998

2. Cross testing and 401(k) testing

   By Guest csk, March 5, 2004
   • 1 reply
   • 986 views
   • 
   • Mike Preston
   • March 5, 2004

3. DB/DC Plans

   By David, December 8, 1998
   • 1 reply
   • 1.9k views
   • 
   • richard
   • December 8, 1998

4. Cross tested plan with safe harbor non-elective contributions

   By Guest ForteT, December 3, 2001
   • 1 reply
   • 1.3k views
   • 
   • rcline46
   • December 3, 2001

5. permissable correction method?

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

6. Cross-tested and safe harbor Plan

   By Guest cxs, May 29, 2003
   • 1 reply
   • 2k views
   • 
   • Tom Poje
   • May 29, 2003

7. Cross tested plans

   By Guest jeri stitt, August 23, 2002
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • August 23, 2002

8. What contributions to include in Cross-testing

   By Guest crosseyedtester, November 9, 2002
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • November 9, 2002

9. List of required modifications

   By blue, November 28, 2006
   • 1 reply
   • 2.4k views
   • 
   • Tom Poje
   • November 29, 2006

10. 401k Safe Harbor Cross tested plan design

    By perkinsran, October 22, 2002
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • October 22, 2002

11. Adoption of Cross-Testing Amendment

    By Guest HD WILLIAMS, February 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • richard
    • February 21, 1999

12. Super integrated plan validity

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

13. 11(g)

    By Guest Dumb & Dumber, August 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • August 22, 2012

14. Plans of Controlled Groups of Corporations

    By Hoard1, March 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Hoard1
    • March 11, 1999

15. Statutory exclusions for X-testing

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

16. Top Heavy Contribution for Non-Key HCE

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

17. 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

18. 401(k) Safe Harbor Contributions

    By Guest Rob Kobrine, April 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 24, 2002

19. Smoothly Increasing gateway

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

20. QNEC Considered NEC?

    By Dougsbpc, December 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 23, 2003

21. When is contribution notice to Trustee required?

    By Guest LMalone, May 3, 1999
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • May 11, 1999

22. Top Heavy minimum

    By Guest Bob Lees, May 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 14, 2002

23. Safe Harbor Plan with New comp

    By Guest Doug Rosing, June 2, 1999
    • 1 reply
    • 1.7k views
    • 
    • lkpittman
    • June 3, 1999

24. New Comp & Minimum Coverage

    By Guest TomB432, October 22, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 22, 2013

25. Union plan and New Comparability

    By Guest jim williams, February 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • February 19, 2002

26. Excluding Union employees from testing

    By dmb, October 11, 2018
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • October 12, 2018

27. Merging Integrated MPP into Cross-Tested PS Plan

    By DP, June 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • richard
    • June 16, 1999

28. Avoiding gateway in DB/DC combo

    By R. Butler, July 15, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2005

29. Cross-Tested Match for a 401(k) Plan

    By Guest SPollock, June 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 30, 1999

30. Testing age question

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

31. Amending for Cross-Testing

    By chris, July 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • July 21, 1999

32. Software Needed for Cross-tested Plan calculations

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

33. Another hypothetical design under the proposed Regs

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

34. testing age and SSRA

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

35. 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

36. 5% Gateway With Multiple Eligibility Provisions

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

37. Submission of cross-testing amendment on 6406?

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

38. Late Gateway Contribution

    By Meridith, September 18, 2015
    • 0 replies
    • 702 views
    • 
    • Meridith
    • September 18, 2015

39. SARSEP and Profit Sharing

    By Guest Suanne, December 20, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 20, 2005

40. Corrective contribution included in test?

    By AndyH, January 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • January 17, 2002

41. LLCs and compensation issues

    By kocak, December 5, 2002
    • 0 replies
    • 964 views
    • 
    • kocak
    • December 5, 2002

42. New Comparability v. Cash Balance Plans

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

43. submitting cross-tested plans

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

44. QSLOB question

    By Guest Bearlee, February 27, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 27, 2007

45. Prevailing Wage Offset and 401(a)(4)

    By Kattdogg12, December 17, 2024
    • 0 replies
    • 428 views
    • 
    • Kattdogg12
    • December 17, 2024

46. IRA Beneficiary Designation Question

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

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

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

48. Changing Compensation definition in qualified plans

    By gle318612, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • gle318612
    • November 11, 2010

49. Partner plan comp calc non-taxable portion

    By jmartin, April 1, 2013
    • 0 replies
    • 1.2k views
    • 
    • jmartin
    • April 1, 2013

50. Tiered allocation for partnership of professional corporations

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