Cross-Tested Plans

1,233 topics in this forum

1. Help me figure this out

   By Guest JBeck, July 28, 2004
   • 8 replies
   • 2.3k views
   • 
   • Brian Gallagher
   • August 10, 2004

2. Using the kids to help test results

   By Guest JPIngold, December 9, 2011
   • 8 replies
   • 2k views
   • 
   • J Simmons
   • December 13, 2011

3. New client with an idea

   By buckaroo, April 21, 2017
   • 8 replies
   • 1.4k views
   • 
   • Tom Poje
   • April 25, 2017

4. 2 Year Eligibility

   By Lori Foresz, December 16, 2003
   • 8 replies
   • 2.2k views
   • 
   • Mike Preston
   • December 17, 2003

5. Vesting on 11g amendment

   By Dougsbpc, August 7, 2014
   • 8 replies
   • 4.5k views
   • 
   • rcline46
   • September 4, 2014

6. gateway

   By Belgarath, May 6, 2008
   • 8 replies
   • 2.1k views
   • 
   • Belgarath
   • May 7, 2008

7. New Comp Classes

   By Guest Max Power, February 17, 2004
   • 8 replies
   • 1.2k views
   • 
   • Mike Preston
   • February 18, 2004

8. Corrective amendment to plan that failed 401(a)(4)

   By Richard Anderson, December 22, 2000
   • 8 replies
   • 3k views
   • 
   • Guest
   • January 2, 2001

9. Gateway for HCE's only?

   By kmciver, November 25, 2002
   • 8 replies
   • 2.3k views
   • 
   • Tom Poje
   • December 3, 2002

10. May an HCE waive his profit sharing allocation?

    By KateSmithPA, March 8, 2013
    • 8 replies
    • 3.3k views
    • 
    • Lou S.
    • March 8, 2013

11. Employee calssifications

    By R. Butler, November 7, 2002
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • November 8, 2002

12. Imputing Permitted Disparity In a Safe Harbor 401(k) Plan With A Tiere

    By Guest merlin, October 19, 2001
    • 8 replies
    • 4.6k views
    • 
    • Guest
    • October 23, 2001

13. Gateway minimums...

    By jaemmons, December 16, 2002
    • 8 replies
    • 2.2k views
    • 
    • Belgarath
    • December 18, 2002

14. Last Day Requirement

    By dmb, December 18, 2003
    • 8 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • December 18, 2003

15. combined 401(k)/cross tested

    By Belgarath, January 11, 2002
    • 8 replies
    • 2.2k views
    • 
    • Tom Poje
    • January 17, 2002

16. When a participant moves from one allocation group to another

    By DLavigne, November 4, 2011
    • 8 replies
    • 1.6k views
    • 
    • ak2ary
    • December 27, 2011

17. Accrued To Date Method

    By Dougsbpc, February 20, 2004
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • February 20, 2004

18. SH 401(k)/Gateway/Otherwise Exlcudable

    By Rob P, May 9, 2008
    • 8 replies
    • 3.4k views
    • 
    • Rob P
    • May 16, 2008

19. Cross Tested Plan for small Doctor group

    By Tom Poje, March 10, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 1999

20. Target Benefit Funding Amount?

    By Jed Macy, July 12, 2001
    • 8 replies
    • 2k views
    • 
    • AndyH
    • August 1, 2001

21. zero allocation to particular classification and be relieved of gatewa

    By Brenda Wren, February 25, 2003
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2003

22. Failing test, what do you think of this?

    By Blinky the 3-eyed Fish, February 18, 2008
    • 7 replies
    • 2.3k views
    • 
    • AndyH
    • March 27, 2008

23. Min Gateway as safety net for End of Yr requirement?

    By Guest rickw, December 31, 2006
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 3, 2007

24. Excluded Class - New Minimum Allocation Gateway

    By lkpittman, June 20, 2001
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 17, 2002

25. Accrued-to-date testing

    By BG5150, April 15, 2016
    • 7 replies
    • 2k views
    • 
    • AndyH
    • April 18, 2016

26. ABT - and Restructuring

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

27. Restructuring Into Component Plans

    By Guest merlin, December 5, 2003
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 2003

28. Cross Tested 401(k)/Profit Sharing Plan

    By hch4cpa, March 29, 2019
    • 7 replies
    • 1.4k views
    • 
    • JackS
    • March 29, 2019

29. Cross-tested groupings of 1 EE

    By J Simmons, March 19, 2007
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • August 23, 2007

30. What is permissable where each P is assigned to his own allocation group?

    By Guest Dash02, September 7, 2011
    • 7 replies
    • 1.9k views
    • 
    • Kevin C
    • October 20, 2011

31. Allocation Rates

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

32. Average Benefit Test and Terminees

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

33. Semi-annual allocations, last day required for each period

    By John Feldt ERPA CPC QPA, May 15, 2009
    • 7 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 18, 2012

34. age 65 factor for later ret. ages

    By drakecohen, May 14, 2003
    • 7 replies
    • 1.7k views
    • 
    • drakecohen
    • May 15, 2003

35. Waiver of Participation

    By Guest lforesz, July 16, 2001
    • 7 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 30, 2001

36. 415 limit vs Gateway Allocation

    By Dennis Povloski, November 18, 2011
    • 7 replies
    • 1.8k views
    • 
    • buckaroo
    • November 22, 2011

37. New Comp Groups /age

    By Guest AlyssaC, April 12, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • April 12, 2006

38. Bifurcated Testing for Cross Tested Safe Harbor 401k

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

39. Which mortality table to use?

    By FAPInJax, December 7, 2006
    • 7 replies
    • 2.8k views
    • 
    • AndyH
    • December 11, 2006

40. Post-Entry Compensation in Nondiscrimination Testing

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

41. Increasing PS Cross Tested Percentage to pass Testing for a Participant who worked less than 1000 hours but the plan has 1000 hour and last day requirement

    By Dawn Marlar, February 24, 2022
    • 7 replies
    • 1.3k views
    • 
    • chc93
    • February 28, 2022

42. Age Weighted PSP

    By imchipbrown, August 6, 2003
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • August 7, 2003

43. Imputing Disparity

    By Archimage, October 30, 2002
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 1, 2002

44. mid-year change from sal ratio to allocation groups

    By Earl, November 25, 2011
    • 7 replies
    • 2.1k views
    • 
    • ak2ary
    • December 27, 2011

45. Testing a 401(a) DB plan in aggregation with a 403(b) plan

    By Guest astonewall, December 22, 2004
    • 7 replies
    • 2.9k views
    • 
    • AndyH
    • December 22, 2004

46. 415 vs catchup (again!)

    By pmacduff, March 4, 2021
    • 7 replies
    • 2.3k views
    • 
    • pmacduff
    • March 5, 2021

47. What does "old comparability" mean?

    By Guest Grumpy455, November 1, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • November 3, 2005

48. Post NRA testing age

    By AndyH, January 22, 2002
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • January 24, 2002

49. Amending plan to New Comp

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

50. help with classifications

    By Guest ANNEBV, November 20, 2002
    • 7 replies
    • 1.5k views
    • 
    • actuarysmith
    • November 22, 2002