Cross-Tested Plans

1,233 topics in this forum

1. 8 people, 8 separate groups

   By Belgarath, September 21, 2004
   • 18 replies
   • 2.7k views
   • 
   • SoCalActuary
   • September 29, 2004

2. AB%T and Short Plan Years

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

3. ABPT and refunded 401(k) Conts

   By buckaroo, June 16, 2008
   • 6 replies
   • 1.8k views
   • 
   • Mike Preston
   • June 19, 2008

4. ABPT Component Testin

   By Buckoosier, September 17, 2013
   • 2 replies
   • 2.7k views
   • 
   • Buckoosier
   • September 18, 2013

5. ABPT with different comp

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

6. ABT - and Restructuring

   By Gilmore, December 13, 2013
   • 7 replies
   • 2.5k views
   • 
   • Gilmore
   • December 13, 2013

7. ABT - NHCE concentration %

   By jaemmons, February 14, 2005
   • 9 replies
   • 3.5k views
   • 
   • Guest
   • February 17, 2005

8. ABT and term w/ <500 hrs

   By Guest carsonv, April 28, 2005
   • 5 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • April 29, 2005

9. ABT for 410(b), Crtst for 401(a)4)

   By Guest RSNOW, August 21, 2003
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • August 22, 2003

10. ABT with 2 year wait

    By jaemmons, February 9, 2005
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 28, 2005

11. ABT-Safe Harbor 401(k)

    By Guest William Lehman, December 19, 2002
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 26, 2002

12. abusive cross testing arrangements

    By Golgi, March 2, 2011
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 2, 2011

13. Accrual to date Method

    By perkinsran, June 6, 2002
    • 3 replies
    • 2.2k views
    • 
    • AndyH
    • June 25, 2002

14. Accrued to Date (Old MP Money)

    By Guest rslagle224, February 20, 2006
    • 1 reply
    • 1.9k views
    • 
    • AndyH
    • February 21, 2006

15. Accrued to Date Method

    By Guest lforesz, February 20, 2002
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • February 21, 2002

16. Accrued To Date Method

    By Dougsbpc, February 20, 2004
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • February 20, 2004

17. Accrued to Date Method

    By AndyH, September 13, 2002
    • 5 replies
    • 1.9k views
    • 
    • FAPInJax
    • September 16, 2002

18. Accrued to Date Testing

    By Guest Michele Ciz, February 11, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 12, 2010

19. Accrued to date testing method

    By Guest Scott McHenry, January 18, 2002
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 18, 2002

20. Accrued to date testing--compensation question

    By BG5150, February 12, 2021
    • 5 replies
    • 936 views
    • 
    • Jakyasar
    • February 14, 2021

21. Accrued-to-Date - account balance

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

22. Accrued-to-date method

    By Dougsbpc, April 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • AndyH
    • April 22, 2004

23. Accrued-to-date testing

    By BG5150, April 15, 2016
    • 7 replies
    • 2k views
    • 
    • AndyH
    • April 18, 2016

24. Accrued-to-date testing after fresh start

    By Dougsbpc, December 16, 2020
    • 1 reply
    • 773 views
    • 
    • CuseFan
    • December 17, 2020

25. Accrued-to-date Testing Years with Permissive Aggregation

    By Guest Mark Draa, March 17, 2004
    • 8 replies
    • 1.7k views
    • 
    • AndyH
    • March 19, 2004

26. Actuarial/Mortality Table and cross testing.

    By Chippy, June 4, 2018
    • 5 replies
    • 2.4k views
    • 
    • shERPA
    • September 7, 2018

27. Adding Last Day Requirement

    By dmb, March 24, 2011
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 24, 2011

28. Administrative Aspects

    By Gary, April 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • SheilaD
    • April 24, 2009

29. Administrative procedural suggestions for discretionary class plans

    By AndyH, February 1, 2002
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • February 8, 2002

30. Adoption of Cross-Testing Amendment

    By Guest HD WILLIAMS, February 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • richard
    • February 21, 1999

31. ADP & 401(a)(4) testing

    By Guest Troy S., May 23, 2008
    • 1 reply
    • 1.9k views
    • 
    • Laura Harrington
    • May 23, 2008

32. Affiliated Service Group - 401(a)(4) / Gateway Testing for owner earning income in two entities

    By Towanda, May 8, 2023
    • 4 replies
    • 1.2k views
    • 
    • Towanda
    • May 17, 2023

33. Affiliated Service Group/Whose an HCE Question

    By Guest Grumpy456, June 12, 2006
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 16, 2006

34. Affirmative Obligation to Perform Testing?

    By britoski, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 14, 2011

35. Again..about "new" definition of employer allocation

    By Guest Alex Calin, May 6, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 6, 1999

36. age 65 factor for later ret. ages

    By drakecohen, May 14, 2003
    • 7 replies
    • 1.7k views
    • 
    • drakecohen
    • May 15, 2003

37. Age Based allocation formula

    By Fred Payne, December 11, 2003
    • 9 replies
    • 1.9k views
    • 
    • AndyH
    • December 15, 2003

38. Age Neutral Plans

    By Guest Richard Scheer, October 31, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 1, 2001

39. Age neutral plans?

    By Guest Tom Freeman, September 29, 1998
    • 2 replies
    • 2.1k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

40. Age to Normalize Benefits

    By Dougsbpc, May 15, 2012
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • May 18, 2012

41. Age weighted vs New Comparability(before 01/01/02

    By Moe Howard, December 7, 2001
    • 5 replies
    • 3.5k views
    • 
    • mwyatt
    • December 20, 2001

42. Age Weighted Plan

    By Guest rmwright, March 24, 2010
    • 7 replies
    • 2.7k views
    • 
    • Tom Poje
    • March 25, 2010

43. Age Weighted Profit Sharing Allocation

    By tjw572, July 27, 2017   

    • age weighted
    • 1 reply
    • 2.6k views
    • 
    • Tom Poje
    • July 28, 2017

44. Age weighted Profit Sharing allocation

    By cpc0506, September 7, 2015
    • 7 replies
    • 3.4k views
    • 
    • Mike Preston
    • September 8, 2015

45. Age Weighted Profit Sharing Plan

    By MBCarey, October 7, 2002
    • 4 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • October 17, 2002

46. Age Weighted profit sharing Plan

    By Chippy, March 13, 2013
    • 1 reply
    • 3.3k views
    • 
    • Tom Poje
    • March 13, 2013

47. Age Weighted PS Plan

    By dmb, April 29, 2011
    • 2 replies
    • 1.9k views
    • 
    • dmb
    • April 29, 2011

48. Age Weighted PSP

    By imchipbrown, August 6, 2003
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • August 7, 2003

49. age weighted safe harbor plan

    By Guest Julie Woulfe, March 17, 2004
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 17, 2004

50. Age-weighted 401(k) with 3% nonelective safe-harbor

    By ac, March 23, 2005
    • 4 replies
    • 2.6k views
    • 
    • AndyH
    • March 24, 2005