Cross-Tested Plans

1,234 topics in this forum

1. Tiered allocation for partnership of professional corporations

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

2. Another 11g amendment question

   By Laura Harrington, April 24, 2009
   • 0 replies
   • 1.5k views
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   • Laura Harrington
   • April 24, 2009

3. Contribution Not Deductible for Prior Year

   By §#$%!, September 19, 2007
   • 0 replies
   • 1.5k views
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   • §#$%!
   • September 19, 2007

4. New Comp for a multiple employer plan

   By Guest chris4013, December 10, 2003
   • 0 replies
   • 874 views
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   • Guest
   • December 10, 2003

5. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

   By Guest AlCal, January 27, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • January 27, 2001

6. Request for Proposal

   By Guest Dash02, February 6, 2007
   • 0 replies
   • 1.3k views
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   • Guest
   • February 6, 2007

7. misc info

   By Tom Poje, March 22, 2006
   • 0 replies
   • 1.4k views
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   • Tom Poje
   • March 22, 2006

8. Form 5300; Schedule Q

   By Guest RWC, September 19, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • September 19, 2001

9. Aggregated DB/DC 401a4 Testing

   By JBones, March 15, 2011
   • 0 replies
   • 1.3k views
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   • JBones
   • March 15, 2011

10. Short Plan Year

    By Guest merlin, February 21, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • February 21, 2002

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

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

12. Creative solution to Gateway issue?

    By LarryDavid, July 11, 2011
    • 0 replies
    • 1.2k views
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    • LarryDavid
    • July 11, 2011

13. Treatment of ESOP

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

14. Form of Contribution

    By Doghouse, December 11, 2009
    • 0 replies
    • 1.1k views
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    • Doghouse
    • December 11, 2009

15. Accrued-to-Date - account balance

    By John Feldt ERPA CPC QPA, July 5, 2013
    • 0 replies
    • 3.4k views
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    • John Feldt ERPA CPC QPA
    • July 5, 2013

16. Revisiting the issue of a New Comp Plan avoiding being designated a CODA

    By CharlesLeggette, December 3, 2015
    • 0 replies
    • 704 views
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    • CharlesLeggette
    • December 3, 2015

17. Calculating EBAR itself

    By Belgarath, August 13, 2020
    • 0 replies
    • 657 views
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    • Belgarath
    • August 13, 2020

18. ABPT with different comp

    By dmb, August 28, 2013
    • 0 replies
    • 1.7k views
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    • dmb
    • August 28, 2013

19. Document issues-gateway rules-how to handle?

    By AndyH, September 26, 2001
    • 0 replies
    • 1.3k views
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    • AndyH
    • September 26, 2001

20. Cross Testing

    By dmb, August 30, 2013
    • 0 replies
    • 1.8k views
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    • dmb
    • August 30, 2013

21. Design Question

    By Guest KHayes, December 9, 2004
    • 0 replies
    • 1.1k views
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    • Guest
    • December 9, 2004

22. New Comparability and DB Plan

    By Guest WWPDRC, May 26, 2006
    • 0 replies
    • 1.4k views
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    • Guest
    • May 26, 2006

23. Discrimination Testing for Employees of Entities Owned by Investment Funds

    By ERISA1, March 31, 2016   

    • 401(a)(4)
    • 410(b)
    • (and 3 more)

      Tagged with:

      • 401(a)(4)
      • 410(b)
      • controlled groups
      • affiliated service orgs
      • prohibitet transactions
    • 0 replies
    • 885 views
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    • ERISA1
    • March 31, 2016

24. Plan Wording

    By Guest dietpepsi, July 9, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • July 9, 2003

25. Davis Bacon Prev Wage - discretion?

    By cheersmate, May 13, 2015   

    • cross tested 401k
    • davis bacon
    • (and 2 more)

      Tagged with:

      • cross tested 401k
      • davis bacon
      • prevailing wage
      • discretionary deposit
    • 0 replies
    • 1.4k views
    • 
    • cheersmate
    • May 13, 2015

26. QSERP/ cross tested plans

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

27. minimum gateway document language (Corbel)

    By Tom Poje, January 27, 2003
    • 0 replies
    • 1.4k views
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    • Tom Poje
    • January 27, 2003

28. Separately testing otherwise excludables

    By AndyH, February 28, 2002
    • 0 replies
    • 1.3k views
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    • AndyH
    • February 28, 2002

29. Testing a BRF

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

30. Comp for Testing when plan has 3 different entry dates

    By dmb, January 29, 2014
    • 0 replies
    • 1.3k views
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    • dmb
    • January 29, 2014

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

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

32. Demo 5

    By R. Butler, September 16, 2002
    • 0 replies
    • 1.4k views
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    • R. Butler
    • September 16, 2002

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

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

34. New Comparability Design and SPD

    By Guest LKHartnett, October 23, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 23, 2002