Cross-Tested Plans

1,233 topics in this forum

1. Can I do an 11-g amendment in this case?

   By BG5150, April 10, 2023
   • 13 replies
   • 2.6k views
   • 
   • Paul I
   • April 17, 2023

2. Want to understand how to calculate a New Comp...

   By K-t-F, March 15, 2004
   • 13 replies
   • 1.8k views
   • 
   • Tom Poje
   • March 19, 2004

3. Catch-up Contributions

   By Fred Payne, December 6, 2004
   • 13 replies
   • 3.9k views
   • 
   • Tom Poje
   • December 21, 2004

4. QNEC AND TESTING

   By Dougsbpc, December 14, 2003
   • 13 replies
   • 3.7k views
   • 
   • Mike Preston
   • December 17, 2003

5. Must Plans Be Aggregated For Gateway Testing

   By ERISA1, February 2, 2006
   • 13 replies
   • 4k views
   • 
   • AndyH
   • May 9, 2006

6. component plans

   By Pension Nerd, September 24, 2007
   • 13 replies
   • 3.3k views
   • 
   • Mike Preston
   • September 27, 2007

7. Prepaying a Gateway Contribution

   By ratherbereading, November 7, 2014   

   • Gateway
   • Profit Sharing
   • 13 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • November 12, 2014

8. 3% to all but HCE

   By Becky Schwing, January 27, 2021
   • 13 replies
   • 1.5k views
   • 
   • Jakyasar
   • January 28, 2021

9. Cross tested w/ 401(k) & match

   By R. Butler, November 5, 2002
   • 13 replies
   • 2.3k views
   • 
   • Tom Poje
   • November 15, 2002

10. Class allocations "by name"

    By SMB, September 12, 2002
    • 13 replies
    • 2.1k views
    • 
    • jpod
    • September 13, 2002

11. 1971 Individual Annuity Mortality Table

    By Logan401, December 24, 2012
    • 13 replies
    • 5.3k views
    • 
    • Logan401
    • February 15, 2013

12. Aggregation of SARSEP w/ Qualified Plan

    By Guest sammy, December 3, 2003
    • 13 replies
    • 3.5k views
    • 
    • Earl
    • April 15, 2004

13. electing not to receive an allocation

    By 52626, June 11, 2021
    • 12 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 19, 2021

14. Cross tested top heavy plan

    By Guest cynthiar, February 24, 2004
    • 12 replies
    • 2k views
    • 
    • jquazza
    • March 6, 2004

15. Owner's Son Now Eligible

    By Logan401, February 14, 2013
    • 12 replies
    • 1.8k views
    • 
    • chc93
    • February 16, 2013

16. Gateway Minimum

    By Guest cynthiar, December 10, 2003
    • 12 replies
    • 1.9k views
    • 
    • AndyH
    • December 16, 2003

17. Plan design gateway document issue; how to adjust a plan that would sa

    By AndyH, December 13, 2000
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • December 26, 2000

18. Any primers on Cross-tested designs?

    By Guest rickw, August 30, 2001
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • October 17, 2001

19. Minimum Gateway Required

    By Logan401, March 1, 2019
    • 12 replies
    • 2.7k views
    • 
    • Kevin C
    • March 12, 2019

20. Huge 401 deferral makes Avg Ben Pct Test blow up?

    By Guest rickw, February 24, 2002
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • February 25, 2002

21. Top Heavy Minimum and Comp Only While Participant

    By Fred Payne, April 13, 2005
    • 12 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 15, 2005

22. Fail Safe Language

    By Lynn Campbell, May 6, 2003
    • 12 replies
    • 5.4k views
    • 
    • Tom Poje
    • June 3, 2003

23. Compensation to use for testing

    By Blinky the 3-eyed Fish, January 13, 2004
    • 12 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 18, 2004

24. 401(a)4 Failure

    By thepensionmaven, May 9, 2019
    • 12 replies
    • 3.2k views
    • 
    • AndyH
    • May 31, 2019

25. smoothly increasing plan fails avg bfts percentage test

    By dmb, November 22, 2004
    • 12 replies
    • 3.3k views
    • 
    • dmb
    • November 30, 2004

26. Gateway ?

    By abanky, March 14, 2007
    • 12 replies
    • 3.3k views
    • 
    • zimbo
    • March 19, 2007

27. Passing 401(a)(4)

    By Archimage, May 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 9, 2003

28. Normal Retirement Age and Testing Age

    By John Feldt ERPA CPC QPA, April 10, 2007
    • 12 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2007

29. Top Heavy Aggregation

    By Guest lforesz, April 19, 2003
    • 12 replies
    • 3.1k views
    • 
    • AndyH
    • June 11, 2003

30. Required minimum PS not made!

    By mefrancis1729, October 12, 2017
    • 11 replies
    • 1.7k views
    • 
    • Lou S.
    • October 16, 2017

31. Allocation and testing inclusion of EE who didn't work

    By Guest Dash02, March 25, 2010
    • 11 replies
    • 1.7k views
    • 
    • ak2ary
    • March 30, 2010

32. Variation of Last Day Rule

    By jpod, July 30, 2015
    • 11 replies
    • 2.1k views
    • 
    • Kevin C
    • July 30, 2015

33. Corrective Amendment

    By Archimage, July 20, 2004
    • 11 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 20, 2004

34. Cross-Tested Profit Sharing

    By John Feldt ERPA CPC QPA, May 19, 2008
    • 11 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 27, 2008

35. AB%T and Short Plan Years

    By Archimage, February 2, 2005
    • 11 replies
    • 2.3k views
    • 
    • AndyH
    • February 4, 2005

36. x-tested plan: integrated

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

37. Can multiple group avoid the attribution problem?

    By Guest, January 5, 2001
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • January 10, 2001

38. Otherwise Excludables and the Gateway Contribution

    By Guest SCUDDESLER, February 10, 2004
    • 11 replies
    • 4.8k views
    • 
    • Guest
    • February 11, 2004

39. Ramification of -11g amendment

    By jquazza, September 30, 2015
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • October 2, 2015

40. Testing basis for ABT

    By Cloudy, April 5, 2018
    • 11 replies
    • 1.9k views
    • 
    • BG5150
    • April 10, 2018

41. Defining rate groups

    By Guest kjungkin, June 29, 2004
    • 11 replies
    • 2k views
    • 
    • Guest
    • July 1, 2004

42. 1.401(a)(4)-8(b)(2)(ii)(B) Normalization to Determine Equivalent Accru

    By Guest crosseyedtester, February 22, 2002
    • 11 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 11, 2003

43. Defining Rate Groups

    By Guest Joe Vasko, November 5, 2001
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 21, 2001

44. Cross test fails

    By Monica Barnard, January 31, 2008
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • February 1, 2008

45. EBARs for participants over NRA

    By Vlad401k, March 17, 2016
    • 11 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 28, 2016

46. Gateway/2 Year service question

    By AndyH, December 8, 2008
    • 11 replies
    • 2.1k views
    • 
    • BG5150
    • December 9, 2008

47. Safe Harbor 401(k)/Cross-tested PS

    By betheeg, March 10, 2003
    • 11 replies
    • 3.5k views
    • 
    • Tom Poje
    • March 10, 2005

48. Excluding One Child Out of a Family of Owners

    By Guest Jimmy B, April 14, 2003
    • 11 replies
    • 2.1k views
    • 
    • AndyH
    • April 29, 2003

49. Can EBARs be calculated based on participant pay in top heavy year?

    By Guest Dash02, January 10, 2006
    • 11 replies
    • 3.4k views
    • 
    • Tom Poje
    • January 17, 2006

50. Cross Tested 401kPS w 3%SH

    By cheersmate, January 29, 2019   

    • bottom up allocation
    • cross tested ps
    • (and 1 more)

      Tagged with:

      • bottom up allocation
      • cross tested ps
      • safe harbor 401k
    • 11 replies
    • 1.6k views
    • 
    • shERPA
    • September 9, 2020