Cross-Tested Plans

1,233 topics in this forum

1. Are deferrals in the (k) portion of a plan included in non-discriminat

   By Guest LMalone, December 19, 2000
   • 3 replies
   • 1.7k views
   • 
   • Erik Read
   • December 19, 2000

2. Are My Calcs Okay?

   By Archimage, August 13, 2002
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • August 13, 2002

3. Are NHCEs required to receive?

   By Logan401, August 14, 2014
   • 1 reply
   • 1.2k views
   • 
   • My 2 cents
   • August 14, 2014

4. Are SEP Contributions included in ABT

   By Lori Foresz, April 1, 2014
   • 1 reply
   • 1.1k views
   • 
   • PensionPro
   • April 1, 2014

5. Are you still issuing the (lame) "Trustee Notification"?

   By Guest Happy Actuary, October 10, 2003
   • 3 replies
   • 1.3k views
   • 
   • k man
   • October 17, 2003

6. ASPA Conference

   By pmacduff, October 28, 2004
   • 21 replies
   • 3.3k views
   • 
   • Guest
   • October 30, 2004

7. ASPA update on cross-tested plans

   By Guest, March 21, 2000
   • 4 replies
   • 1.6k views
   • 
   • richard
   • May 16, 2000

8. Asset Sale and Non-discrim issues

   By Dennis Povloski, August 11, 2010
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • August 18, 2010

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

   By CharlesLeggette, November 13, 2015
   • 8 replies
   • 1.3k views
   • 
   • QDROphile
   • November 13, 2015

10. average benefit percentage

    By abanky, February 26, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

11. average benefit percentage test and cross-testing

    By Guest tschepp, September 2, 2010
    • 2 replies
    • 3.3k views
    • 
    • Tom Poje
    • September 3, 2010

12. Average Benefit Test

    By Lori Foresz, April 27, 2004
    • 6 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 29, 2004

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
    • 1.8k views
    • 
    • Mike Preston
    • September 3, 2015

14. Average Benefit Test and Rate Group Test

    By Coleboy1, January 25, 2023
    • 8 replies
    • 2.5k views
    • 
    • Bird
    • January 27, 2023

15. Average Benefit Test and Terminees

    By zimbo, September 10, 2008
    • 7 replies
    • 2.9k views
    • 
    • zimbo
    • September 10, 2008

16. Average Benefit Test with different eligilibilities

    By Guest Roman, February 16, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 17, 2004

17. Average Benefits % Test calculations

    By Guest student_actuary, December 22, 2007
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • December 24, 2007

18. Average Benefits Test

    By PensionPro, February 10, 2012
    • 6 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

19. Average Benefits Test

    By Guest DCquestioner, August 15, 2008
    • 4 replies
    • 2.8k views
    • 
    • AndyH
    • September 3, 2008

20. Average Benefits Test

    By Guest Chris May, February 18, 2003
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • February 18, 2003

21. Average Benefits Test

    By mming, January 29, 2022
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 31, 2022

22. Average Benefits Test

    By mming, June 8, 2016
    • 2 replies
    • 958 views
    • 
    • mming
    • June 8, 2016

23. Average Benefits Test & Safe Harbor Contributions

    By Fred Payne, October 30, 2003
    • 9 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 3, 2003

24. Average Benefits Test for Coverage

    By Blinky the 3-eyed Fish, June 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • AndyH
    • June 18, 2002

25. Average Benefits test inclusion for plan with separate eligibility req

    By AndyH, January 5, 2000
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • January 7, 2000

26. Average number of allocation groups or classes?

    By AndyH, May 1, 2002
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • May 8, 2002

27. Avg Ben % Test

    By Guest Judy S, May 1, 2003
    • 22 replies
    • 3.4k views
    • 
    • AndyH
    • April 28, 2004

28. Avg Benefit Test

    By PJaeger, February 26, 2003
    • 6 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 28, 2003

29. Avg Benefits Test and Cross Testing

    By Guest Michele Ciz, October 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2010

30. Avg Benefits Test and Cross Testing

    By Guest Michele Ciz, October 25, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 25, 2010

31. Avoiding gateway in DB/DC combo

    By R. Butler, July 15, 2005
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 15, 2005

32. Basic Guidelines to New Comparability / Cross Testing Available?

    By Guest crosseyedtester, November 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 22, 2002

33. Basic question on Prototype LRM

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 22, 2008

34. Basic X-test question....

    By Basically, April 25, 2024
    • 16 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • May 13, 2024

35. beginning of the year CB Plan

    By abanky, May 30, 2008
    • 2 replies
    • 1.3k views
    • 
    • abanky
    • May 30, 2008

36. Bifurcated Eligibility Requirements

    By stephen, February 24, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • February 24, 2003

37. Bifurcated Testing for Cross Tested Safe Harbor 401k

    By cheersmate, December 18, 2021
    • 7 replies
    • 905 views
    • 
    • Mike Preston
    • December 20, 2021

38. Birth dates to define allocation groups

    By Guest RAA, September 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • could be me maybe not
    • September 27, 2005

39. Board of directors earn W-2 but work zero hours

    By Renee H, November 8, 2023
    • 17 replies
    • 2.5k views
    • 
    • Bird
    • November 10, 2023

40. Brain Cramp - Cash Balance Plans and Gateway Testing

    By mwyatt, February 20, 2012
    • 6 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2012

41. Broadly Available Allocation Rates and Permitted Disparity

    By Rolf Trautmann, May 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • May 24, 2004

42. Broadly available allocation rates gateway exception

    By AndyH, October 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • AndyH
    • October 30, 2003

43. Brochures

    By Guest sandi_parks, December 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • December 4, 2001

44. Brushing Up On Cross Testing

    By mming, March 12, 2013
    • 3 replies
    • 1.4k views
    • 
    • mming
    • March 12, 2013

45. Calculatign EBARs

    By Guest SPOT, January 29, 2004
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 4, 2004

46. Calculating EBAR itself

    By Belgarath, August 13, 2020
    • 0 replies
    • 641 views
    • 
    • Belgarath
    • August 13, 2020

47. Calculating EBARs of the Two 50% Members of LLC

    By Guest Dash04, May 6, 2004
    • 6 replies
    • 1.9k views
    • 
    • mwyatt
    • May 14, 2004

48. Calculating Grouped EBARs

    By Guest merlin, March 18, 2005
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 18, 2005

49. calculating ideal salary with super-integrated plan

    By betheeg, March 22, 2004
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • March 23, 2004

50. Can 401(k) SHNEC be included in age or service schedule?

    By Guest acmtpa, May 11, 2006
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • May 18, 2006