Cross-Tested Plans

1,236 topics in this forum

1. ABT - and Restructuring

   By Gilmore, December 13, 2013
   • 7 replies
   • 2.7k views
   • 
   • Gilmore
   • December 13, 2013

2. Use of interest rate in the cross test

   By BG5150, December 6, 2013
   • 3 replies
   • 2.4k views
   • 
   • John Feldt ERPA CPC QPA
   • December 6, 2013

3. Safe Harbor Match to Meet Gateway?

   By Dougsbpc, November 25, 2013
   • 1 reply
   • 4.3k views
   • 
   • Lou S.
   • November 25, 2013

4. Determination of Participants in a Particular Group

   By chris, November 22, 2013
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 25, 2013

5. Restructuring for 401(a)(4)

   By abanky, November 25, 2013
   • 2 replies
   • 2.8k views
   • 
   • abanky
   • November 25, 2013

6. Frozen DB plans and New Comp DC

   By buckaroo, November 18, 2013
   • 6 replies
   • 2.2k views
   • 
   • AndyH
   • November 22, 2013

7. Is it necessary to have a catch-all group just for gateway?

   By Trekker, November 13, 2013
   • 6 replies
   • 2.3k views
   • 
   • Trekker
   • November 18, 2013

8. 401(a)(4) and 403b plan

   By 30Rock, October 31, 2013
   • 4 replies
   • 5.6k views
   • 
   • Tom Poje
   • November 1, 2013

9. New Comp with a 3% Safe Harbor NEC

   By Guest TomB432, October 22, 2013
   • 5 replies
   • 2.8k views
   • 
   • Tom Poje
   • October 23, 2013

10. New Comp & Minimum Coverage

    By Guest TomB432, October 22, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 22, 2013

11. "Rate Banding"

    By BG5150, October 17, 2013
    • 4 replies
    • 4.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 18, 2013

12. Different criteria for allocation for different groups

    By dmb, September 20, 2013
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 23, 2013

13. ABPT Component Testin

    By Buckoosier, September 17, 2013
    • 2 replies
    • 2.9k views
    • 
    • Buckoosier
    • September 18, 2013

14. Cash Balance & New Comp

    By Logan401, April 12, 2013
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 9, 2013

15. Cross Testing

    By dmb, August 30, 2013
    • 0 replies
    • 1.8k views
    • 
    • dmb
    • August 30, 2013

16. ABPT with different comp

    By dmb, August 28, 2013
    • 0 replies
    • 1.8k views
    • 
    • dmb
    • August 28, 2013

17. 401(a)(17) Limit for Participant Going from Employee to Partner Mid-Year

    By 401 Chaos, August 26, 2013
    • 9 replies
    • 3.6k views
    • 
    • chc93
    • August 27, 2013

18. Gateway Minimum using Disaggregation in 403(b) Plan

    By bcmom, August 1, 2013   

    • Gateway Minimum
    • Disaggregation
    • (and 1 more)

      Tagged with:

      • Gateway Minimum
      • Disaggregation
      • 403(b) Plan
    • 4 replies
    • 3.9k views
    • 
    • rcline46
    • August 1, 2013

19. Cross-test group question

    By BG5150, July 25, 2013
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • July 27, 2013

20. Safe Harbor Plan Uses Component Plans and Imputes Disparity

    By John Feldt ERPA CPC QPA, July 9, 2013
    • 3 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2013

21. Accrued-to-Date - account balance

    By John Feldt ERPA CPC QPA, July 5, 2013
    • 0 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 5, 2013

22. 11-g Amendment

    By Dougsbpc, June 4, 2013
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 5, 2013

23. Partners and new comparability - old topic

    By rcline46, May 30, 2013
    • 4 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 31, 2013

24. 2 allocation schedules

    By dmb, May 14, 2013
    • 2 replies
    • 1.6k views
    • 
    • dmb
    • May 15, 2013

25. Plan Doc Language for Smoothly Increasing Rates Gateway

    By LarryDavid, May 9, 2013
    • 3 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

26. Reasonable Classification for Coverage

    By Guest BTrustee, April 30, 2013   

    • 410(b)
    • classification
    • (and 8 more)

      Tagged with:

      • 410(b)
      • classification
      • ratio percentage
      • nondiscriminatory
      • ABPT
      • cross-tested
      • eligibility
      • eligible
      • allocation group
      • discretionary
    • 1 reply
    • 3.6k views
    • 
    • ETA Consulting LLC
    • May 1, 2013

27. Nondiscrimination testing - 414(s) compensation - which employees included?

    By Belgarath, April 16, 2013
    • 8 replies
    • 6.3k views
    • 
    • Belgarath
    • April 18, 2013

28. 2 Participant Plan

    By Logan401, April 5, 2013
    • 8 replies
    • 1.9k views
    • 
    • chc93
    • April 5, 2013

29. Partner plan comp calc non-taxable portion

    By jmartin, April 1, 2013
    • 0 replies
    • 1.2k views
    • 
    • jmartin
    • April 1, 2013

30. 11(g) amendment for standardized prototype

    By Doghouse, April 11, 2012
    • 26 replies
    • 7k views
    • 
    • Belgarath
    • March 27, 2013

31. Regs For Gateway Allocation

    By mming, March 21, 2013
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 21, 2013

32. 401(k) with X-tested PS with corrected salary deferrals

    By dmb, March 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • dmb
    • March 20, 2013

33. Age Weighted profit sharing Plan

    By Chippy, March 13, 2013
    • 1 reply
    • 3.4k views
    • 
    • Tom Poje
    • March 13, 2013

34. Brushing Up On Cross Testing

    By mming, March 12, 2013
    • 3 replies
    • 1.5k views
    • 
    • mming
    • March 12, 2013

35. DB/DC Gateway Testing

    By Young Curmudgeon, March 11, 2013
    • 2 replies
    • 1.5k views
    • 
    • Young Curmudgeon
    • March 11, 2013

36. May an HCE waive his profit sharing allocation?

    By KateSmithPA, March 8, 2013
    • 8 replies
    • 3.5k views
    • 
    • Lou S.
    • March 8, 2013

37. 3% SHNEC for NHCEs and 9% PS for HCEs ok?

    By cheersmate, February 28, 2013
    • 2 replies
    • 1.2k views
    • 
    • cheersmate
    • February 28, 2013

38. Excluding otherwise excludable employees

    By Guest JLecas, February 26, 2013
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2013

39. Owner's Son Now Eligible

    By Logan401, February 14, 2013
    • 12 replies
    • 2k views
    • 
    • chc93
    • February 16, 2013

40. 1971 Individual Annuity Mortality Table

    By Logan401, December 24, 2012
    • 13 replies
    • 5.6k views
    • 
    • Logan401
    • February 15, 2013

41. Combined Plan Top Heavy

    By stbennet, January 30, 2013
    • 3 replies
    • 1.9k views
    • 
    • stbennet
    • January 30, 2013

42. Coverage

    By Guest elang, January 14, 2013   

    • Rate Groups
    • 410(b)
    • 5 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 15, 2013

43. HCEs in Each Other's Group

    By stbennet, January 7, 2013
    • 2 replies
    • 1.4k views
    • 
    • stbennet
    • January 7, 2013

44. Component Plan Testing

    By PensionPro, January 5, 2012
    • 9 replies
    • 5.6k views
    • 
    • Mike Preston
    • December 31, 2012

45. Do Individual Allocation Groups always need to be Cross-Tested?

    By 12AX7, December 26, 2012
    • 16 replies
    • 4.4k views
    • 
    • Mike Preston
    • December 29, 2012

46. Standardized Doc - Start a new plan?

    By Gilmore, December 17, 2012
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • December 24, 2012

47. Cross Tested SH Match plan

    By Gilmore, December 2, 2012
    • 6 replies
    • 1.5k views
    • 
    • Gilmore
    • December 4, 2012

48. Compensation used for the gateway minimum contribution

    By buckaroo, December 4, 2012
    • 1 reply
    • 2.9k views
    • 
    • Tom Poje
    • December 4, 2012

49. Younger HCE

    By Guest klm401, December 3, 2012
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 4, 2012

50. Smoothly Increasing gateway

    By dmb, November 20, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 20, 2012