Cross-Tested Plans

1,234 topics in this forum

1. 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

2. Top Heavy Minimum

   By blue, August 18, 2005
   • 3 replies
   • 1.8k views
   • 
   • Effen
   • August 18, 2005

3. Top Heavy minimum

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

4. Top Heavy Minimum Allocation

   By mming, December 1, 2009
   • 3 replies
   • 1.9k views
   • 
   • Mike Preston
   • December 2, 2009

5. Top Heavy Minimum and Comp Only While Participant

   By Fred Payne, April 13, 2005
   • 12 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • April 15, 2005

6. Top heavy minimum included in testing?

   By Sully, December 28, 2002
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • December 30, 2002

7. Top Heavy Plan

   By Guest RJF, February 24, 2006
   • 1 reply
   • 2.2k views
   • 
   • Archimage
   • February 27, 2006

8. Top heavy plan & minimum gateway requirement

   By Guest M. Martin, March 11, 2005
   • 1 reply
   • 1.5k views
   • 
   • jaemmons
   • March 11, 2005

9. Top heavy plan with early participation...

   By jaemmons, June 8, 2004
   • 8 replies
   • 2k views
   • 
   • Tom Poje
   • June 9, 2004

10. Top Heavy Rule - Help!

    By Jilliandiz, March 2, 2004
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

11. Top Heavy Safe Harbor Cross Tested

    By Guest cease, August 21, 2003
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2003

12. Top Heavy/Gateway/Date of Entry

    By jquazza, April 3, 2004
    • 4 replies
    • 2.2k views
    • 
    • Earl
    • April 5, 2004

13. Top-paid group

    By abanky, January 23, 2007
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • January 23, 2007

14. Traditional Allocation

    By pbarrett, September 13, 2005
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 15, 2005

15. Treatment of ESOP

    By AndyH, May 3, 2002
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • May 3, 2002

16. Tutorial Needed (Ok, a long class....)

    By RestAssured, January 6, 2021
    • 1 reply
    • 739 views
    • 
    • RestAssured
    • January 6, 2021

17. Two DC plans - gateway coordination

    By John Feldt ERPA CPC QPA, February 5, 2021
    • 4 replies
    • 1k views
    • 
    • Will.I.Am
    • June 27, 2022

18. Two Eligibilities and Coverage Testing

    By TPA Bob, May 29, 2014
    • 2 replies
    • 1.1k views
    • 
    • TPA Bob
    • May 30, 2014

19. Two Plans / Two NRAs

    By austin3515, January 31, 2019
    • 6 replies
    • 998 views
    • 
    • austin3515
    • January 31, 2019

20. Two Plans and General testing

    By Dougsbpc, February 28, 2006
    • 2 replies
    • 2.2k views
    • 
    • Dougsbpc
    • February 28, 2006

21. Type of doc for cross test alloc

    By Guest cascigm, February 12, 1999
    • 4 replies
    • 1.8k views
    • 
    • Ervin Barham
    • February 18, 1999

22. Union plan and New Comparability

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

23. UP-1984 Table

    By Guest SPollock, October 17, 1999
    • 10 replies
    • 7.1k views
    • 
    • Guest
    • November 15, 1999

24. UP84 mortality table mandated by IRS or DOL for X-testing DC into DB?

    By Guest CashBalance, July 9, 2004
    • 1 reply
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 9, 2004

25. Use cross tested formula when document calls for integrated

    By Cheryl S, January 14, 2020
    • 31 replies
    • 3.2k views
    • 
    • Larry Starr
    • January 21, 2020

26. Use of interest rate in the cross test

    By BG5150, December 6, 2013
    • 3 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 6, 2013

27. 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

28. Using ABPT to pass Coverage

    By Dougsbpc, July 11, 2022
    • 3 replies
    • 1.5k views
    • 
    • DBnme
    • August 26, 2022

29. Using benefits from Union Plan to help pass 401(a)(4) and other testing

    By Guest TracyAndrews, May 18, 2006
    • 9 replies
    • 3.1k views
    • 
    • AndyH
    • May 26, 2006

30. Using integrated formula on cross-tested plan

    By Lorraine Steinberg, January 23, 2020
    • 18 replies
    • 2.9k views
    • 
    • Bird
    • January 29, 2020

31. Using last day vs no last day

    By Guest JPIngold, December 3, 2011
    • 15 replies
    • 3.6k views
    • 
    • 12AX7
    • December 12, 2011

32. Using safe harbor allocation when X-testing doesn't work

    By dmb, November 19, 2004
    • 17 replies
    • 2.8k views
    • 
    • Guest
    • December 9, 2004

33. Using Salary to Identify Groups

    By perkinsran, February 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 26, 2004

34. Using social security normal retirement age

    By Guest dietpepsi, August 15, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2005

35. Using the kids to help test results

    By Guest JPIngold, December 9, 2011
    • 8 replies
    • 2k views
    • 
    • J Simmons
    • December 13, 2011

36. using top paid group

    By betheeg, November 20, 2003
    • 1 reply
    • 1k views
    • 
    • AndyH
    • November 20, 2003

37. Using Years of Services for determining allocations.

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

38. Variation of Last Day Rule

    By jpod, July 30, 2015
    • 11 replies
    • 2.1k views
    • 
    • Kevin C
    • July 30, 2015

39. Vesting on 11g amendment

    By Dougsbpc, August 7, 2014
    • 8 replies
    • 4.5k views
    • 
    • rcline46
    • September 4, 2014

40. Vesting Schedules, BRF Testing

    By LarryDavid, April 18, 2011
    • 3 replies
    • 3.1k views
    • 
    • QNPG
    • April 19, 2011

41. Voluntary after-tax contributions Schedule C

    By mefrancis1729, November 29, 2016
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • December 9, 2016

42. Waiver of Participation

    By Guest lforesz, July 16, 2001
    • 7 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 30, 2001

43. Waiver of Participation - Disqualification of Plan

    By Guest Nadia, July 11, 2002
    • 4 replies
    • 1.4k views
    • 
    • Richard Anderson
    • July 11, 2002

44. Waiver of participation issues

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

45. Want to understand how to calculate a New Comp...

    By K-t-F, March 15, 2004
    • 13 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 19, 2004

46. Weighted Age plus Service allocation

    By dmb, September 10, 2007
    • 3 replies
    • 1.9k views
    • 
    • dmb
    • September 11, 2007

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

    By AndyT, April 26, 2000
    • 2 replies
    • 1.5k views
    • 
    • Alonzo
    • April 28, 2000

48. What are common fees for cross-tested studies?

    By Guest LJS, July 22, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 29, 1999

49. What contributions do you include for Cross-tested Gateway?

    By John A, March 10, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 12, 2002

50. What contributions to include in Cross-testing

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