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Cross-Tested Plans

1,233 topics in this forum

  1. Compensation - from Participation Date

    By msmith,
    • 1 reply
    • 855 views

  2. Cross Tested 401(k)/Profit Sharing Plan

    By hch4cpa,
    • 7 replies
    • 1.4k views

  3. Partner's "Pay"

    By Guest Grumpy456,
    • 14 replies
    • 3.7k views

  4. Minimum Gateway Required

    By Logan401,
    • 12 replies
    • 2.7k views

  5. Allocation Formula change on last day of plan year

    By JustnERPA,
    • 2 replies
    • 770 views

  6. Gateway testing

    By Chippy,
    • 7 replies
    • 1.5k views

  7. Catchups ADP & PS (academic exercise)

    By BG5150,
    • 10 replies
    • 1.2k views

  8. Permitted Disparity Factor (DB side)

    By Vlad401k,
    • 4 replies
    • 1.3k views

  9. Two Plans / Two NRAs

    By austin3515,
    • 6 replies
    • 962 views

  10. Gateway Question

    By Dougsbpc,
    • 1 reply
    • 1.2k views

  11. DB/DC 401(a)(4) Testing Age

    By Rob P,
    • 6 replies
    • 4.4k views

  12. Gateway to otherwise excludable

    By BG5150,
    • 20 replies
    • 3.2k views

  13. Include Participant in Cross-Testing?

    By mming,
    • 7 replies
    • 979 views
    • Bri
    • Bri

  14. Normal Retirement Age Just 55

    By austin3515,
    • 26 replies
    • 2.9k views

  15. General Test Question

    By Dougsbpc,
    • 3 replies
    • 1.4k views

  16. Integrated allocation in Cross tested plan

    By Karen McIver,
    • 3 replies
    • 1.1k views

  17. Return of 403b employee deferral??

    By dmb,
    • 2 replies
    • 725 views

  18. Excluding Union employees from testing

    By dmb,
    • 1 reply
    • 1.4k views

  19. Short Plan Year and Imputed Disparity

    By msmith,
    • 5 replies
    • 999 views

  20. Actuarial/Mortality Table and cross testing.

    By Chippy,
    • 5 replies
    • 2.4k views

  21. Reallocated Forfeitures

    By mming,
    • 6 replies
    • 1.4k views

  22. Who's in a Rate Group?

    By Towanda,   
    • 3 replies
    • 1.7k views

  23. Mid-Yr Entrant, zero "elig" compensation

    By cheersmate,   
    • 5 replies
    • 988 views

  24. General Non-Discrimination Testing

    By Towanda,   
    • 5 replies
    • 1.4k views

  25. Cross-Tested notice to Trustee

    By 401(k)athryn,   
    • 17 replies
    • 2.3k views

  26. Padilla Memo

    By dmb,
    • 8 replies
    • 4.3k views

  27. Minimum gateway calculation example

    By cohendrake,
    • 3 replies
    • 5.6k views

  28. Gateway required?

    By Belgarath,
    • 7 replies
    • 1.4k views

  29. Testing basis for ABT

    By Cloudy,
    • 11 replies
    • 1.9k views

  30. No allocation to HCE

    By Logan401,
    • 21 replies
    • 2.3k views

  31. Cross tested top heavy rehire

    By pmacduff,
    • 3 replies
    • 752 views

  32. Gateway for Otherwise Excludable Employees

    By LJI,
    • 2 replies
    • 2.5k views
    • LJI
    • LJI

  33. Nondiscriminatory Classification for ABT portion of Coverage

    By Vlad401k,
    • 3 replies
    • 1.1k views

  34. Term <500 hours in or out of ABT

    By BG5150,
    • 1 reply
    • 946 views

  35. Gateway Minimum in a Top Heavy Plan with Participation Compensation

    By Towanda,
    • 2 replies
    • 1.1k views

  36. Davis Bacon ER contribution Offsets

    By tjw572,
    • 10 replies
    • 4k views

  37. LRM 94

    By Bri,   
    • 4 replies
    • 1.6k views

  38. Restructuring under Grouping Method

    By TPA Bob,
    • 5 replies
    • 1.1k views

  39. Safe Harbor Match with Cross-Tested Profit Sharing

    By Retire,
    • 9 replies
    • 2.4k views

  40. HCE definition for Gateway and rate group testing

    By 401_noob,
    • 5 replies
    • 1.2k views

  41. Grouping of rates/EBR's under 1.401(a)(4)-(2) and (3)

    By Belgarath,
    • 4 replies
    • 983 views

  42. Multiple Employer Plan- testing compensation

    By mefrancis1729,   
    • 5 replies
    • 1.5k views

  43. gateway contribution = 3% SH + 2% PS. Does PS have to be 100% vested?

    By Santo Gold,
    • 3 replies
    • 1.1k views

  44. Required minimum PS not made!

    By mefrancis1729,
    • 11 replies
    • 1.7k views

  45. CB/DC with PEO

    By Cloudy,
    • 2 replies
    • 747 views

  46. Points based service based allocation

    By dmb,
    • 5 replies
    • 1.6k views
    • dmb
    • dmb

  47. equity and non equity partners

    By Chippy,
    • 14 replies
    • 2.9k views

  48. Age Weighted Profit Sharing Allocation

    By tjw572,   
    • 1 reply
    • 2.6k views

  49. General Test for One Plan but not the other?

    By Dougsbpc,
    • 6 replies
    • 1.1k views

  50. Imputed Disparity and Safe Harbor

    By pjb1835,
    • 1 reply
    • 823 views
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