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Cross-Tested Plans

1,238 topics in this forum

  1. Points based service based allocation

    By dmb,
    • 5 replies
    • 1.9k views
    • dmb
    • dmb

  2. equity and non equity partners

    By Chippy,
    • 14 replies
    • 3.4k views

  3. Age Weighted Profit Sharing Allocation

    By tjw572,   
    • 1 reply
    • 3.1k views

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

    By Dougsbpc,
    • 6 replies
    • 1.3k views

  5. Imputed Disparity and Safe Harbor

    By pjb1835,
    • 1 reply
    • 1k views

  6. Cross-tested PS and 401(k) with PEO Plan

    By bcmom,   
    • 5 replies
    • 1.3k views

  7. New client with an idea

    By buckaroo,
    • 8 replies
    • 1.7k views

  8. Cross Testing/Coverage/ADP Test

    By tjw572,
    • 3 replies
    • 1.4k views

  9. Cross Tested Final Short Plan Year

    By PFranckowiak,
    • 2 replies
    • 897 views

  10. Cross Tested, Gateway and Component plans

    By rcline46,   
    • 5 replies
    • 1.5k views

  11. Terminated participant in Prior year & gateway

    By Chippy,
    • 9 replies
    • 2.7k views

  12. Young doctor blowing up CB/DC testing

    By cohendrake,
    • 4 replies
    • 1.2k views

  13. Number of Allocation Rates in Cross Tested Plan

    By Vlad401k,
    • 1 reply
    • 806 views

  14. Excludable from ABT?

    By BG5150,
    • 6 replies
    • 1.1k views

  15. Testing assumptions

    By JPIngold,
    • 2 replies
    • 906 views

  16. Term less than 500 hours--not in General test?

    By BG5150,
    • 1 reply
    • 1.5k views

  17. Compensation for ABPT

    By pholosofizer,
    • 7 replies
    • 1.4k views

  18. Different eligibility for deferral and match

    By FAPInJax,
    • 4 replies
    • 1.7k views

  19. Voluntary after-tax contributions Schedule C

    By mefrancis1729,
    • 4 replies
    • 1.7k views

  20. New Comp plan, coverage, and ABT

    By buckaroo,
    • 16 replies
    • 2.2k views

  21. Many participants receiving $0 allocation. No HCEs in plan

    By dmb,
    • 2 replies
    • 1.3k views

  22. minimum gateway clarification - the 1/3% test

    By TPApril,
    • 2 replies
    • 1.3k views

  23. ERISA 403(b) plan - general test for coverage

    By Belgarath,
    • 3 replies
    • 1.4k views

  24. 415 limit and allocation to spouse HCEs

    By M Norton,   
    • 2 replies
    • 1.1k views

  25. Prevailing Wage and SH Match, who gets the Gateway?

    By Towanda,   
    • 9 replies
    • 4.4k views

  26. Average Benefits Test

    By mming,
    • 2 replies
    • 1.1k views

  27. DB/DC testing and consistency

    By cathyw,
    • 2 replies
    • 1.5k views

  28. Accrued-to-date testing

    By BG5150,
    • 7 replies
    • 2.3k views

  29. IRS backs off on proposed nondiscrim regs

    By Tom Poje,
    • 1 reply
    • 922 views

  30. Law Firm CB/DC

    By Cloudy,
    • 3 replies
    • 1.1k views

  31. Interesting notes from the IRS website on nondiscrim

    By Tom Poje,
    • 3 replies
    • 1.4k views

  32. Discrimination Testing for Employees of Entities Owned by Investment Funds

    By ERISA1,   
    • 0 replies
    • 1.1k views

  33. EBARs for participants over NRA

    By Vlad401k,
    • 11 replies
    • 3.8k views

  34. Restructuring

    By PFranckowiak,
    • 4 replies
    • 1.3k views

  35. cross tested formula with last day rule and safe harbor 3%

    By pmacduff,
    • 1 reply
    • 989 views

  36. "Owners" in own group. What about son?

    By BG5150,
    • 3 replies
    • 1.1k views

  37. Last day rule for participants in "All others" group (and another question)

    By BG5150,
    • 4 replies
    • 1.1k views

  38. nondiscriminatory classification 1.410(b)-4

    By John Feldt ERPA CPC QPA,   
    • 14 replies
    • 3.1k views

  39. DB/DC Gateway question

    By Earl,
    • 3 replies
    • 1.2k views

  40. Zero entry date comp, but gets TH minimum

    By Kevin C,   
    • 17 replies
    • 1.5k views

  41. minimum gateway for safe harbor and terminated participant

    By eilano,
    • 5 replies
    • 11.8k views

  42. proposed regs

    By Tom Poje,
    • 23 replies
    • 2.9k views

  43. Testing Table

    By Young Curmudgeon,
    • 3 replies
    • 905 views

  44. Compensation adjustment in mid year

    By MLML,
    • 5 replies
    • 2.3k views

  45. Only 1 NHCE

    By Logan401,
    • 1 reply
    • 1.1k views

  46. Excluding category from safe harbor nonelective

    By dmwe,
    • 1 reply
    • 1.2k views

  47. Nondiscriminatory classification table

    By BG5150,
    • 4 replies
    • 1.5k views

  48. restructuring

    By Draper55,
    • 5 replies
    • 1.6k views

  49. Everyone in own group--can't use which test?

    By BG5150,
    • 2 replies
    • 1.6k views

  50. QNEC's and the Gateway...

    By TBob,
    • 19 replies
    • 8.8k views
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