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Cross-Tested Plans

1,234 topics in this forum

  1. Refund of 415 limit due to crediting rule and ABT

    By tghooper,
    • 2 replies
    • 845 views

  2. Compensation - from Participation Date

    By msmith,
    • 1 reply
    • 884 views

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

    By hch4cpa,
    • 7 replies
    • 1.5k views

  4. Partner's "Pay"

    By Guest Grumpy456,
    • 14 replies
    • 3.8k views

  5. Minimum Gateway Required

    By Logan401,
    • 12 replies
    • 2.8k views

  6. Allocation Formula change on last day of plan year

    By JustnERPA,
    • 2 replies
    • 790 views

  7. Gateway testing

    By Chippy,
    • 7 replies
    • 1.6k views

  8. Catchups ADP & PS (academic exercise)

    By BG5150,
    • 10 replies
    • 1.2k views

  9. Permitted Disparity Factor (DB side)

    By Vlad401k,
    • 4 replies
    • 1.4k views

  10. Two Plans / Two NRAs

    By austin3515,
    • 6 replies
    • 998 views

  11. Gateway Question

    By Dougsbpc,
    • 1 reply
    • 1.2k views

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

    By Rob P,
    • 6 replies
    • 4.4k views

  13. Gateway to otherwise excludable

    By BG5150,
    • 20 replies
    • 3.3k views

  14. Include Participant in Cross-Testing?

    By mming,
    • 7 replies
    • 1k views
    • Bri
    • Bri

  15. Normal Retirement Age Just 55

    By austin3515,
    • 26 replies
    • 2.9k views

  16. General Test Question

    By Dougsbpc,
    • 3 replies
    • 1.4k views

  17. Integrated allocation in Cross tested plan

    By Karen McIver,
    • 3 replies
    • 1.1k views

  18. Return of 403b employee deferral??

    By dmb,
    • 2 replies
    • 739 views

  19. Excluding Union employees from testing

    By dmb,
    • 1 reply
    • 1.4k views

  20. Short Plan Year and Imputed Disparity

    By msmith,
    • 5 replies
    • 1k views

  21. Actuarial/Mortality Table and cross testing.

    By Chippy,
    • 5 replies
    • 2.4k views

  22. Reallocated Forfeitures

    By mming,
    • 6 replies
    • 1.5k views

  23. Who's in a Rate Group?

    By Towanda,   
    • 3 replies
    • 1.7k views

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

    By cheersmate,   
    • 5 replies
    • 1k views

  25. General Non-Discrimination Testing

    By Towanda,   
    • 5 replies
    • 1.5k views

  26. Cross-Tested notice to Trustee

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

  27. Padilla Memo

    By dmb,
    • 8 replies
    • 4.4k views

  28. Minimum gateway calculation example

    By cohendrake,
    • 3 replies
    • 5.7k views

  29. Gateway required?

    By Belgarath,
    • 7 replies
    • 1.4k views

  30. Testing basis for ABT

    By Cloudy,
    • 11 replies
    • 1.9k views

  31. No allocation to HCE

    By Logan401,
    • 21 replies
    • 2.4k views

  32. Cross tested top heavy rehire

    By pmacduff,
    • 3 replies
    • 768 views

  33. Gateway for Otherwise Excludable Employees

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

  34. Nondiscriminatory Classification for ABT portion of Coverage

    By Vlad401k,
    • 3 replies
    • 1.2k views

  35. Term <500 hours in or out of ABT

    By BG5150,
    • 1 reply
    • 969 views

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

    By Towanda,
    • 2 replies
    • 1.1k views

  37. Davis Bacon ER contribution Offsets

    By tjw572,
    • 10 replies
    • 4.1k views

  38. LRM 94

    By Bri,   
    • 4 replies
    • 1.7k views

  39. Restructuring under Grouping Method

    By TPA Bob,
    • 5 replies
    • 1.2k views

  40. Safe Harbor Match with Cross-Tested Profit Sharing

    By Retire,
    • 9 replies
    • 2.4k views

  41. HCE definition for Gateway and rate group testing

    By 401_noob,
    • 5 replies
    • 1.2k views

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

    By Belgarath,
    • 4 replies
    • 1k views

  43. Multiple Employer Plan- testing compensation

    By mefrancis1729,   
    • 5 replies
    • 1.6k views

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

    By Santo Gold,
    • 3 replies
    • 1.1k views

  45. Required minimum PS not made!

    By mefrancis1729,
    • 11 replies
    • 1.7k views

  46. CB/DC with PEO

    By Cloudy,
    • 2 replies
    • 763 views

  47. Points based service based allocation

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

  48. equity and non equity partners

    By Chippy,
    • 14 replies
    • 3k views

  49. Age Weighted Profit Sharing Allocation

    By tjw572,   
    • 1 reply
    • 2.6k views

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

    By Dougsbpc,
    • 6 replies
    • 1.1k views
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