Cross-Tested Plans

1,233 topics in this forum

1. QSERP/ cross tested plans

   By Guest Blaverick, September 11, 1998
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • September 11, 1998

2. Permissive Aggregation / Min. Gateway

   By KCA, March 12, 2012
   • 6 replies
   • 2.7k views
   • 
   • KCA
   • March 12, 2012

3. Top Heavy Minimum and Comp Only While Participant

   By Fred Payne, April 13, 2005
   • 12 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • April 15, 2005

4. Rate Banding in Relius

   By dmb, August 13, 2004
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • August 17, 2004

5. Gateway COntribution COnfusion

   By perkinsran, February 7, 2005
   • 9 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • February 14, 2005

6. 8 people, 8 separate groups

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

7. 11g Amendment and Eligibility

   By Dougsbpc, June 24, 2015
   • 3 replies
   • 2.7k views
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   • Dougsbpc
   • June 25, 2015

8. Accrued to date testing method

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

9. New Cross Tested Plan - Partial Year

   By DP, October 25, 2005
   • 10 replies
   • 2.7k views
   • 
   • Blinky the 3-eyed Fish
   • November 2, 2005

10. Minimum Gateway for excluded employees with top heavy only

    By Guest lforesz, May 13, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2002

11. Age Weighted Plan

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

12. DB/DC combined testing

    By jpod, April 21, 2014
    • 6 replies
    • 2.7k views
    • 
    • Tom Poje
    • April 22, 2014

13. Testing Compensation

    By blue, June 20, 2008
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2008

14. Otherwise Excludable Employees

    By Guest Rutager, January 16, 2007
    • 4 replies
    • 2.7k views
    • 
    • AndyH
    • January 16, 2007

15. Restructuring for 401(a)(4)

    By abanky, November 25, 2013
    • 2 replies
    • 2.7k views
    • 
    • abanky
    • November 25, 2013

16. Broadly available allocation rates gateway exception

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

17. Top heavy and general testing

    By jaemmons, February 7, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • February 13, 2003

18. gateway and irrevocable election

    By Guest shronesz, February 26, 2003
    • 13 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 28, 2003

19. Employment Status as a Reasonable Classification

    By Guest merlin, March 10, 2004
    • 18 replies
    • 2.6k views
    • 
    • Mike Preston
    • March 15, 2004

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

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

21. 401(a)(4) testing

    By John Feldt ERPA CPC QPA, January 8, 2008
    • 1 reply
    • 2.6k views
    • 
    • Jim Chad
    • January 8, 2008

22. Can I do an 11-g amendment in this case?

    By BG5150, April 10, 2023
    • 13 replies
    • 2.6k views
    • 
    • Paul I
    • April 17, 2023

23. Any primers on Cross-tested designs?

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

24. Gateway Contribution for plan with a "terminated" participant group

    By Guest Scrappy, April 2, 2004
    • 3 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • April 2, 2004

25. Is it possible to have too many classes of employees in a cross-tested

    By Guest dflin, November 10, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 16, 2000

26. Post-Entry Compensation in Nondiscrimination Testing

    By Laura Harrington, July 17, 2008
    • 7 replies
    • 2.6k views
    • 
    • Earl
    • July 31, 2008

27. Safe Harbor Cross Tested Plan

    By Guest MEGary, July 16, 2001
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 7, 2002

28. Limitation on HCE rate groups

    By rcline46, May 14, 2007
    • 5 replies
    • 2.6k views
    • 
    • Mike Preston
    • July 13, 2007

29. It looks too good!

    By Guest saeissler, July 15, 2005
    • 10 replies
    • 2.6k views
    • 
    • AndyH
    • July 25, 2005

30. Rate Group Testing

    By Fred Payne, June 19, 2001
    • 3 replies
    • 2.6k views
    • 
    • Earl
    • June 20, 2001

31. Non Elective SH 401k with New Comp Base allocation

    By dmb, August 29, 2012
    • 10 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • August 30, 2012

32. Coverage Testing

    By Archimage, January 31, 2003
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 2003

33. Top heavy contribution for terminees brought in to pass coverage test

    By DP, October 16, 2000
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • October 18, 2000

34. DB/DC combo plan testing NRA

    By Tom Poje, May 14, 2008
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 14, 2008

35. Normal Retirement

    By pmacduff, June 21, 2004
    • 14 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 23, 2004

36. Age Weighted Profit Sharing Allocation

    By tjw572, July 27, 2017   

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

37. Insurance in a DB/DC cross tested arrangement

    By Guest saeissler, March 9, 2007
    • 9 replies
    • 2.6k views
    • 
    • Mike Preston
    • March 12, 2007

38. Classification of Owners and their children

    By KateSmithPA, December 5, 2005
    • 9 replies
    • 2.5k views
    • 
    • Mike Preston
    • August 22, 2007

39. 11g Amendment

    By PensionPro, May 25, 2012
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • May 29, 2012

40. Restructuring to allow 100% 401k for HCE

    By Guest rickw, December 30, 2002
    • 15 replies
    • 2.5k views
    • 
    • AndyH
    • December 30, 2002

41. Profit Sharing & Cash Balance Plan

    By Laura Harrington, September 20, 2011
    • 3 replies
    • 2.5k views
    • 
    • AndyH
    • November 4, 2011

42. Rate group testing

    By FAPInJax, August 6, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 7, 2002

43. cross-testing 401(k)/CBP: different vesting schedules?

    By EGB, May 15, 2007
    • 4 replies
    • 2.5k views
    • 
    • Mike Preston
    • July 17, 2007

44. Restructure the Plan

    By Logan401, June 23, 2014
    • 20 replies
    • 2.5k views
    • 
    • Logan401
    • July 3, 2014

45. SPD Language for Tiered Plans

    By Lynn Campbell, October 22, 1998
    • 5 replies
    • 2.5k views
    • 
    • Alonzo
    • December 22, 1998

46. 1.401(a)(4)-8(b)(2)(ii)(B) Normalization to Determine Equivalent Accru

    By Guest crosseyedtester, February 22, 2002
    • 11 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 11, 2003

47. Spouse of owner with over 1000 hrs and no compensation

    By Guest AlCal, January 27, 2001
    • 10 replies
    • 2.5k views
    • 
    • AndyH
    • March 10, 2001

48. ABT - and Restructuring

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

49. Coverage Testing and Cross tested Plans

    By Guest uncle jack, June 20, 2012
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • July 24, 2012

50. Average Benefit Test and Rate Group Test

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