Cross-Tested Plans

1,233 topics in this forum

1. What do you think - is it safe to keep selling cross-tested plans, in

   By AndyT, February 25, 2000
   • 10 replies
   • 1.6k views
   • 
   • Lorraine Dorsa
   • March 8, 2000

2. What does "old comparability" mean?

   By Guest Grumpy455, November 1, 2005
   • 7 replies
   • 2.3k views
   • 
   • mbozek
   • November 3, 2005

3. What gateway language is needed in the DC document?

   By shERPA, November 22, 2013   

   • Aggregating with a DB
   • 4 replies
   • 2.1k views
   • 
   • Tom Poje
   • April 23, 2014

4. What is permissable where each P is assigned to his own allocation group?

   By Guest Dash02, September 7, 2011
   • 7 replies
   • 1.9k views
   • 
   • Kevin C
   • October 20, 2011

5. What is testing age when a plan defines NRD as the later of an age and

   By AndyH, February 18, 2000
   • 2 replies
   • 1.7k views
   • 
   • AndyH
   • February 22, 2000

6. What problems arise when using calendar year compensation for non-cale

   By Guest mo again, November 8, 2000
   • 2 replies
   • 1.6k views
   • 
   • M R Bernardin
   • November 16, 2000

7. What to do now? -- plan sponsor prospect wants to set up a new compara

   By Guest SPollock, April 6, 2000
   • 2 replies
   • 1.4k views
   • 
   • Earl
   • April 9, 2000

8. What year for annual additions?

   By Richard Anderson, August 30, 2001
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • September 18, 2001

9. What? Cannot freely exclude highest paid NHCEs? Even if 410(b) and 401(a)(4) pass?

   By John Feldt ERPA CPC QPA, October 16, 2007
   • 5 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • October 17, 2007

10. What's an "age neutral plan"?

    By Guest kgsingletary, February 7, 2003
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • February 10, 2003

11. When a participant moves from one allocation group to another

    By DLavigne, November 4, 2011
    • 8 replies
    • 1.6k views
    • 
    • ak2ary
    • December 27, 2011

12. When can an EBAR be used?

    By Guest fender5150, September 30, 2008
    • 21 replies
    • 4.2k views
    • 
    • Tom Poje
    • October 8, 2008

13. When determining the HCEs using the top paid group election, how do yo

    By Guest jhtobin, November 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 4, 1999

14. When is contribution notice to Trustee required?

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

15. When New Comp Allocation Is Worse Than Pro Rata

    By mming, February 26, 2010
    • 10 replies
    • 4.6k views
    • 
    • J Simmons
    • March 1, 2010

16. When using current year pay in calculating each participant's EBAR, in

    By Guest JL, December 1, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 1, 1999

17. Which Employees are "nonexcludable" for 401(a)(4) testing?

    By Lynn Campbell, September 13, 1999
    • 13 replies
    • 10.2k views
    • 
    • Tom Poje
    • April 2, 2002

18. which interest rate and mortality table

    By M Norton, February 6, 2019   

    • cross-testing
    • interest rate
    • (and 1 more)

      Tagged with:

      • cross-testing
      • interest rate
      • mortality table
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 15, 2019

19. Which mortality table to use?

    By FAPInJax, December 7, 2006
    • 7 replies
    • 2.8k views
    • 
    • AndyH
    • December 11, 2006

20. Who gets a 5% contribution?

    By Jeff Kirtner, July 9, 2001
    • 47 replies
    • 8.1k views
    • 
    • AndyH
    • November 12, 2002

21. Who gets Gateway in a controlled group

    By Guest Todd Lehmann, May 20, 2002
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2002

22. Who is included in Nondiscriminatory Classification test?

    By Guest Dave Dougherty, January 24, 2008
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 25, 2008

23. who to include in 401a4 test?

    By Guest David M. Lipkin, July 19, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • July 19, 2002

24. Who's employees are they?

    By Dennis Povloski, January 7, 2011
    • 3 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • January 10, 2011

25. Who's in a Rate Group?

    By Towanda, August 8, 2018   

    • cross testing
    • 3 replies
    • 1.7k views
    • 
    • Towanda
    • August 8, 2018

26. Who's Required to Receive Minimum Alloc. Gateway

    By Guest dash, August 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 28, 2003

27. Why include 401(k) & match in cross testing?

    By Guest SDS, January 15, 2000
    • 19 replies
    • 6.1k views
    • 
    • Tom Poje
    • January 25, 2002

28. Would like opinions on this interesting situation.

    By Guest tpa, December 5, 2000
    • 6 replies
    • 1.6k views
    • 
    • richard
    • December 6, 2000

29. x-tested plan: integrated

    By Guest padmin, April 6, 2005
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 7, 2005

30. Young doctor blowing up CB/DC testing

    By cohendrake, February 17, 2017
    • 4 replies
    • 974 views
    • 
    • BG5150
    • February 17, 2017

31. Younger HCE

    By Guest klm401, December 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 4, 2012

32. zero allocation to particular classification and be relieved of gatewa

    By Brenda Wren, February 25, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2003

33. Zero entry date comp, but gets TH minimum

    By Kevin C, February 17, 2016   

    • 401(a)(4) testing
    • 17 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 18, 2016