Cross-Tested Plans

1,233 topics in this forum

1. Amending PSP for Cross-testing Provision

   By chris, June 3, 1999
   • 6 replies
   • 1.7k views
   • 
   • Larry M
   • June 10, 1999

2. Application/Allocation of Forfeitures in Cross-Tested Plan

   By lkpittman, May 25, 1999
   • 7 replies
   • 2.3k views
   • 
   • lkpittman
   • June 10, 1999

3. Incentive/Bonus Tied to Profit Sharing

   By Guest wolfpack, June 9, 1999
   • 2 replies
   • 2.1k views
   • 
   • Dowist
   • June 9, 1999

4. Safe Harbor Plan with New comp

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

5. When is contribution notice to Trustee required?

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

6. Again..about "new" definition of employer allocation

   By Guest Alex Calin, May 6, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 6, 1999

7. Software

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

8. Prototype Docs for Tiered P/S Plans

   By Guest SPollock, April 15, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 3, 1999

9. Re;Class allocation by $$ amount(not % of comp.)

   By Guest AlCal, April 23, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • April 23, 1999

10. Re: writen notification as to $$ to be alloceted to each group

    By Guest Alex Calin, April 4, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 4, 1999

11. Top Heavy Contribution for Non-Key HCE

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

12. Categorizing employees for Tiered Plans

    By Guest SPollock, March 25, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 1999

13. Cross Tested Plan for small Doctor group

    By Tom Poje, March 10, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 1999

14. Plans of Controlled Groups of Corporations

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

15. Super integrated plan validity

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

16. Adoption of Cross-Testing Amendment

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

17. Type of doc for cross test alloc

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

18. Cross Tested Contributions Discretionary?

    By Guest Thornton, February 3, 1999
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 3, 1999

19. Contributions for Controlled Groups

    By Guest Thornton, January 21, 1999
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 1999

20. Documents for New Comparability Plans

    By Lynn Campbell, September 10, 1998
    • 19 replies
    • 3.2k views
    • 
    • richard
    • January 25, 1999

21. New or amended to Cross Tested Plan?

    By Guest SPollock, January 21, 1999
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • January 23, 1999

22. Safe-harbor 401(k) combined w/ Cross Tst

    By Guest SPollock, January 21, 1999
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • January 23, 1999

23. 0% Allocation group

    By Alonzo, December 29, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 1998

24. SPD Language for Tiered Plans

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

25. DB/DC Plans

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

26. 20% income tax withholding

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

27. Classification Group for one HCE?

    By Lynn Campbell, November 25, 1998
    • 1 reply
    • 2.1k views
    • 
    • kboyce
    • November 25, 1998

28. 5300 Filing Dates?

    By Guest ERead, November 19, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • November 21, 1998

29. The history of cross-testing

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

30. Age neutral plans?

    By Guest Tom Freeman, September 29, 1998
    • 2 replies
    • 2.1k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

31. HCE - family attribution rules

    By richard, September 18, 1998
    • 5 replies
    • 5.6k views
    • 
    • Tom Poje
    • September 21, 1998

32. QSERP/ cross tested plans

    By Guest Blaverick, September 11, 1998
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • September 11, 1998

33. Coverage and Discrimination Testing for Leasing Organizations

    By Alonzo, September 9, 1998
    • 1 reply
    • 2.1k views
    • 
    • richard
    • September 9, 1998