Cross-Tested Plans

1,239 topics in this forum

1. QNEC's and the Gateway...

   By TBob, February 11, 2004
   • 19 replies
   • 8.9k views
   • 
   • buckaroo
   • December 9, 2015

2. Husband and wife Companies

   By Dougsbpc, December 3, 2015
   • 8 replies
   • 2k views
   • 
   • Calavera
   • December 7, 2015

3. Revisiting the issue of a New Comp Plan avoiding being designated a CODA

   By CharlesLeggette, December 3, 2015
   • 0 replies
   • 812 views
   • 
   • CharlesLeggette
   • December 3, 2015

4. Attorney objects to each physician setting his own annual profit sharing

   By CharlesLeggette, November 13, 2015
   • 8 replies
   • 1.9k views
   • 
   • QDROphile
   • November 13, 2015

5. Allocations based on hours worked in prior plan year

   By dmb, November 11, 2015
   • 2 replies
   • 1.1k views
   • 
   • 00hskrgrl
   • November 12, 2015

6. Eligibility for two plan General testing

   By drakecohen, October 28, 2015
   • 2 replies
   • 1.3k views
   • 
   • Below Ground
   • October 29, 2015

7. Imputed Disparity in a Cross Tested Plan where all HCEs earn < FICA

   By CharlesLeggette, October 27, 2015
   • 2 replies
   • 1.2k views
   • 
   • AndyH
   • October 27, 2015

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

   By CharlesLeggette, October 19, 2015
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • October 19, 2015

9. Ramification of -11g amendment

   By jquazza, September 30, 2015
   • 11 replies
   • 2.5k views
   • 
   • Mike Preston
   • October 2, 2015

10. Mortality table for calculations. Which one?

    By BG5150, September 24, 2015
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • September 25, 2015

11. Late Gateway Contribution

    By Meridith, September 18, 2015
    • 0 replies
    • 907 views
    • 
    • Meridith
    • September 18, 2015

12. Age weighted Profit Sharing allocation

    By cpc0506, September 7, 2015
    • 7 replies
    • 3.8k views
    • 
    • Mike Preston
    • September 8, 2015

13. Average Benefit Test - Allocations vs Accruals

    By MGOAdmin, September 3, 2015   

    • average benefit test
    • allocation
    • (and 3 more)

      Tagged with:

      • average benefit test
      • allocation
      • accrual
      • contribution
      • benefit
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 3, 2015

14. Is Gateway contribution required in this case?

    By AKconsult, August 13, 2015
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 13, 2015

15. Variation of Last Day Rule

    By jpod, July 30, 2015
    • 11 replies
    • 2.5k views
    • 
    • Kevin C
    • July 30, 2015

16. Each Participant in own group and IRS audit

    By Rai401k, April 20, 2015
    • 6 replies
    • 2.5k views
    • 
    • Tom Poje
    • July 20, 2015

17. Fail Safe language for coverage purposes

    By cpc0506, July 17, 2015
    • 10 replies
    • 4.1k views
    • 
    • austin3515
    • July 19, 2015

18. 11g Amendment and Eligibility

    By Dougsbpc, June 24, 2015
    • 3 replies
    • 3.1k views
    • 
    • Dougsbpc
    • June 25, 2015

19. Three DC Plans

    By Cloudy, June 17, 2015
    • 4 replies
    • 1.2k views
    • 
    • Cloudy
    • June 19, 2015

20. Gateway vs. Special Gateway Minimum Requirement

    By ERISA1, June 5, 2015
    • 8 replies
    • 2k views
    • 
    • AndyH
    • June 16, 2015

21. Plan Favoring NHCE

    By Santo Gold, May 14, 2015
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • May 19, 2015

22. Davis Bacon Prev Wage - discretion?

    By cheersmate, May 13, 2015   

    • cross tested 401k
    • davis bacon
    • (and 2 more)

      Tagged with:

      • cross tested 401k
      • davis bacon
      • prevailing wage
      • discretionary deposit
    • 0 replies
    • 1.6k views
    • 
    • cheersmate
    • May 13, 2015

23. Prevailing wage cross-tested plan. What's in the rate group test?

    By MR, September 27, 2000
    • 8 replies
    • 5.3k views
    • 
    • TPApril
    • April 21, 2015

24. HCE determination in a Controlled Group becoming a multiple emplohyer

    By dmb, April 15, 2015
    • 1 reply
    • 1.6k views
    • 
    • My 2 cents
    • April 16, 2015

25. General Testing - One Employer with 2 Plans

    By Rob P, March 27, 2015
    • 13 replies
    • 4.1k views
    • 
    • Tom Poje
    • April 1, 2015

26. Terminated with less than 500 hours

    By dmb, February 25, 2015
    • 2 replies
    • 4.7k views
    • 
    • Tom Poje
    • February 26, 2015

27. gateway testing

    By Chippy, February 12, 2015
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • February 24, 2015

28. Strange demographics

    By Penpack, February 6, 2015
    • 4 replies
    • 1.6k views
    • 
    • Penpack
    • February 9, 2015

29. Combo Plan design - Too Aggressive?

    By Cloudy, January 9, 2015
    • 9 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2015

30. 410b Coverage Test

    By Chippy, January 8, 2015
    • 2 replies
    • 2.4k views
    • 
    • Chippy
    • January 9, 2015

31. new comp - each participant in their own group

    By Chippy, December 30, 2014
    • 4 replies
    • 5.3k views
    • 
    • Tom Poje
    • December 30, 2014

32. Compensation for average benefits percentage test

    By Belgarath, December 22, 2014
    • 3 replies
    • 2.5k views
    • 
    • chc93
    • December 23, 2014

33. (a)(4) testing of excluded employee

    By KCA, December 18, 2014
    • 8 replies
    • 4.4k views
    • 
    • KCA
    • December 19, 2014

34. Gateway Determination in Cross Tested 401kPS with SH Match

    By cheersmate, December 6, 2014   

    • gateway
    • cross tested
    • (and 1 more)

      Tagged with:

      • gateway
      • cross tested
      • Safe Harbor Match
    • 6 replies
    • 3.8k views
    • 
    • chc93
    • December 9, 2014

35. The Effect of Top Heavy Allocations on Gateway Allocations

    By mming, November 19, 2014
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • November 19, 2014

36. Prepaying a Gateway Contribution

    By ratherbereading, November 7, 2014   

    • Gateway
    • Profit Sharing
    • 13 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 12, 2014

37. Vesting on 11g amendment

    By Dougsbpc, August 7, 2014
    • 8 replies
    • 5.1k views
    • 
    • rcline46
    • September 4, 2014

38. CPA says Gateway is only required contrib in a cross tested PSP

    By CharlesLeggette, July 22, 2014   

    • crosstesting
    • new comp
    • (and 1 more)

      Tagged with:

      • crosstesting
      • new comp
      • 401(a)(4)
    • 27 replies
    • 11.5k views
    • 
    • Mike Preston
    • August 22, 2014

39. Are NHCEs required to receive?

    By Logan401, August 14, 2014
    • 1 reply
    • 1.5k views
    • 
    • My 2 cents
    • August 14, 2014

40. Profit Sharing and the Last Day Rule

    By Logan401, July 30, 2014   

    • New Comparability
    • 3 replies
    • 3.2k views
    • 
    • MWeddell
    • July 30, 2014

41. Restructure the Plan

    By Logan401, June 23, 2014
    • 20 replies
    • 3.1k views
    • 
    • Logan401
    • July 3, 2014

42. 11-g amendment

    By Dougsbpc, July 1, 2014   

    • Any order involved?
    • 1 reply
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 1, 2014

43. Must Two Plans be Treated as One?

    By Dougsbpc, February 7, 2012
    • 15 replies
    • 4.5k views
    • 
    • BG5150
    • June 6, 2014

44. Two Eligibilities and Coverage Testing

    By TPA Bob, May 29, 2014
    • 2 replies
    • 1.4k views
    • 
    • TPA Bob
    • May 30, 2014

45. Disaggregation into 2 componant plans

    By Earl, May 17, 2014
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 19, 2014

46. What gateway language is needed in the DC document?

    By shERPA, November 22, 2013   

    • Aggregating with a DB
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 23, 2014

47. DB/DC combined testing

    By jpod, April 21, 2014
    • 6 replies
    • 3.1k views
    • 
    • Tom Poje
    • April 22, 2014

48. Safe Harbor Match and Gateway

    By Dougsbpc, April 2, 2014
    • 3 replies
    • 3.1k views
    • 
    • pmacduff
    • April 4, 2014

49. DB/DC Combo Cross-testing BRF - QJSA the same

    By Guest adiinc, April 2, 2014   

    • cross-testing QJSA
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • April 2, 2014

50. Are SEP Contributions included in ABT

    By Lori Foresz, April 1, 2014
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • April 1, 2014