Cross-Tested Plans

1,233 topics in this forum

1. Age-Weighted Profit Sharing Plan

   By ac, October 27, 2003
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • October 27, 2003

2. Age-weighted PS plan; does this plan design satisfy "gradual age or service schedule" requirement?

   By Guest HollyT, September 24, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • September 25, 2003

3. Agg Plans for 410(b)- Is Gen Test Req?

   By David, April 27, 2000
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • May 1, 2000

4. Aggregate for Testing Purposes?

   By Dougsbpc, December 9, 2010
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • December 9, 2010

5. Aggregate plans and change from different to same plan years

   By SRM, December 3, 2004
   • 1 reply
   • 1.8k views
   • 
   • AndyH
   • December 3, 2004

6. Aggregated DB/DC 401a4 Testing

   By JBones, March 15, 2011
   • 0 replies
   • 1.3k views
   • 
   • JBones
   • March 15, 2011

7. Aggregating Plans

   By Guest MichaelO, October 26, 2004
   • 9 replies
   • 2.2k views
   • 
   • Guest
   • November 3, 2004

8. Aggregation of Plans

   By Guest MichaelO, December 10, 2003
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • December 11, 2003

9. Aggregation of SARSEP w/ Qualified Plan

   By Guest sammy, December 3, 2003
   • 13 replies
   • 3.6k views
   • 
   • Earl
   • April 15, 2004

10. Aggregation Required?

    By Dougsbpc, August 22, 2019
    • 1 reply
    • 763 views
    • 
    • Mike Preston
    • August 22, 2019

11. Aggregation with 403(b) plan

    By AndyH, February 9, 2001
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • February 15, 2001

12. 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

13. Allocation Basis and Gateway

    By Earl, March 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • March 14, 2009

14. allocation classes tied to allocation rates

    By Golgi, February 23, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • March 18, 2007

15. Allocation Formula change on last day of plan year

    By JustnERPA, March 6, 2019
    • 2 replies
    • 772 views
    • 
    • Doc Ument
    • March 7, 2019

16. Allocation Formula for Classes of Employees

    By Guest, September 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • chris
    • September 23, 1999

17. Allocation Groups

    By Guest avascoe@hmvcpa.com, December 5, 2007
    • 14 replies
    • 3.4k views
    • 
    • Mike Preston
    • January 28, 2008

18. Allocation limit?

    By pbarrett, March 13, 2003
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • March 17, 2003

19. Allocation Rates

    By Guest Golden401k, July 18, 2006
    • 7 replies
    • 3.3k views
    • 
    • AndyH
    • July 19, 2006

20. Allocation to Non-key in Age weighted

    By Guest Doogie61, March 31, 2010
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • March 31, 2010

21. Allocation to one group only-cross tested

    By betheeg, December 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • betheeg
    • December 23, 2005

22. Allocations and Testing Methods for post NRA participants

    By AndyH, August 17, 2000
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • August 21, 2000

23. Allocations based on hours worked in prior plan year

    By dmb, November 11, 2015
    • 2 replies
    • 911 views
    • 
    • 00hskrgrl
    • November 12, 2015

24. Allocations to Groups

    By Archimage, May 24, 2005
    • 6 replies
    • 2k views
    • 
    • Archimage
    • May 24, 2005

25. Allowing owners (by family attribution) to opt out of participation

    By Guest Troy S., December 14, 2006
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • December 14, 2006

26. Ambiguous Classifications

    By Spencer, February 4, 2010
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • February 24, 2010

27. Amend after the end of the plan year

    By Guest ICannotDiscloseMyIdentity, August 31, 2007
    • 2 replies
    • 1.8k views
    • 
    • zimbo
    • September 6, 2007

28. Amend groups after EE retires

    By Sully, December 11, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • December 11, 2007

29. Amending Cross-tested Money Purchase Plan - How Often Is Too Often?

    By SMB, December 16, 1999
    • 2 replies
    • 1.6k views
    • 
    • Lorraine Dorsa
    • January 18, 2000

30. Amending for Cross-Testing

    By chris, July 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • July 21, 1999

31. Amending Groups for 2011

    By HarleyBabe, February 16, 2011
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • February 17, 2011

32. Amending plan to New Comp

    By Guest chris4013, April 30, 2003
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 30, 2003

33. Amending PSP for Cross-testing Provision

    By chris, June 3, 1999
    • 6 replies
    • 1.7k views
    • 
    • Larry M
    • June 10, 1999

34. amending to new comp in mid year

    By Santo Gold, August 27, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 27, 2007

35. Amendment of Allocation Basis-Protected Benefit

    By Guest merlin, December 4, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2001

36. An integrated Plan [IRC 401(l)] wants to add discretionary cross tested contribution source

    By CharlesLeggette, October 19, 2015
    • 2 replies
    • 934 views
    • 
    • Tom Poje
    • October 19, 2015

37. Annuity Purchase Rates(APR)

    By Guest William Lehman, March 11, 2003
    • 4 replies
    • 1.5k views
    • 
    • imchipbrown
    • March 11, 2003

38. Another 11g amendment question

    By Laura Harrington, April 24, 2009
    • 0 replies
    • 1.5k views
    • 
    • Laura Harrington
    • April 24, 2009

39. Another gateway question

    By Guest dietpepsi, May 15, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 15, 2003

40. Another hypothetical design under the proposed Regs

    By AndyT, April 13, 2001
    • 0 replies
    • 1.3k views
    • 
    • AndyT
    • April 13, 2001

41. Any DATAIR users out there?

    By lkpittman, February 25, 2003
    • 4 replies
    • 1.1k views
    • 
    • kocak
    • March 2, 2003

42. Any more news from Washington On New Comp Plans?

    By Guest SPollock, June 29, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2000

43. Any primers on Cross-tested designs?

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

44. Any problems with this new comparability money purchase plan, 401(k) p

    By John A, March 2, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • March 2, 2001

45. Anyone Drafted a Cross-Tested MPPP?

    By Guest, August 28, 2000
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2000

46. Application/Allocation of Forfeitures in Cross-Tested Plan

    By lkpittman, May 25, 1999
    • 7 replies
    • 2.3k views
    • 
    • lkpittman
    • June 10, 1999

47. Are 401k catchup amts considered in c-t calcs?

    By Guest Dash02, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 10, 2002

48. Are adult children of 5% owners automatically HCEs? Are minor children

    By richard, November 5, 1999
    • 6 replies
    • 1.9k views
    • 
    • Earl
    • November 25, 1999

49. Are cross tested plans supposed to allocated contribution based on age -or- job classification ? ..... Which is it ?

    By Moe Howard, October 29, 2003
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • October 30, 2003

50. Are Cross-Tested Plans really here to stay???

    By Guest Dennis Siko, September 30, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 1, 1999