Cross-Tested Plans

1,234 topics in this forum

1. ABPT Component Testin

   By Buckoosier, September 17, 2013
   • 2 replies
   • 2.8k views
   • 
   • Buckoosier
   • September 18, 2013

2. Cross Testing

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

3. ABPT with different comp

   By dmb, August 28, 2013
   • 0 replies
   • 1.7k views
   • 
   • dmb
   • August 28, 2013

4. 401(a)(17) Limit for Participant Going from Employee to Partner Mid-Year

   By 401 Chaos, August 26, 2013
   • 9 replies
   • 3.5k views
   • 
   • chc93
   • August 27, 2013

5. 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
   • 3.8k views
   • 
   • rcline46
   • August 1, 2013

6. Cross-test group question

   By BG5150, July 25, 2013
   • 6 replies
   • 2k views
   • 
   • 12AX7
   • July 27, 2013

7. 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

8. 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

9. DB/DC 401(a)(4) Testing Age

   By Rob P, June 7, 2013
   • 6 replies
   • 4.4k views
   • 
   • figure 8
   • January 17, 2019

10. 11-g Amendment

    By Dougsbpc, June 4, 2013
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 5, 2013

11. Partners and new comparability - old topic

    By rcline46, May 30, 2013
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • May 31, 2013

12. 2 allocation schedules

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

13. Plan Doc Language for Smoothly Increasing Rates Gateway

    By LarryDavid, May 9, 2013
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

14. 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
    • 3.5k views
    • 
    • ETA Consulting LLC
    • May 1, 2013

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

    By Belgarath, April 16, 2013
    • 8 replies
    • 6.1k views
    • 
    • Belgarath
    • April 18, 2013

16. Cash Balance & New Comp

    By Logan401, April 12, 2013
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 9, 2013

17. 2 Participant Plan

    By Logan401, April 5, 2013
    • 8 replies
    • 1.8k views
    • 
    • chc93
    • April 5, 2013

18. Partner plan comp calc non-taxable portion

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

19. Regs For Gateway Allocation

    By mming, March 21, 2013
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 21, 2013

20. 401(k) with X-tested PS with corrected salary deferrals

    By dmb, March 19, 2013
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • March 20, 2013

21. Age Weighted profit sharing Plan

    By Chippy, March 13, 2013
    • 1 reply
    • 3.3k views
    • 
    • Tom Poje
    • March 13, 2013

22. Brushing Up On Cross Testing

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

23. DB/DC Gateway Testing

    By Young Curmudgeon, March 11, 2013
    • 2 replies
    • 1.4k views
    • 
    • Young Curmudgeon
    • March 11, 2013

24. May an HCE waive his profit sharing allocation?

    By KateSmithPA, March 8, 2013
    • 8 replies
    • 3.4k views
    • 
    • Lou S.
    • March 8, 2013

25. 3% SHNEC for NHCEs and 9% PS for HCEs ok?

    By cheersmate, February 28, 2013
    • 2 replies
    • 1.1k views
    • 
    • cheersmate
    • February 28, 2013

26. Excluding otherwise excludable employees

    By Guest JLecas, February 26, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 26, 2013

27. Owner's Son Now Eligible

    By Logan401, February 14, 2013
    • 12 replies
    • 1.9k views
    • 
    • chc93
    • February 16, 2013

28. Combined Plan Top Heavy

    By stbennet, January 30, 2013
    • 3 replies
    • 1.8k views
    • 
    • stbennet
    • January 30, 2013

29. Coverage

    By Guest elang, January 14, 2013   

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

30. HCEs in Each Other's Group

    By stbennet, January 7, 2013
    • 2 replies
    • 1.3k views
    • 
    • stbennet
    • January 7, 2013

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

    By 12AX7, December 26, 2012
    • 16 replies
    • 4.2k views
    • 
    • Mike Preston
    • December 29, 2012

32. 1971 Individual Annuity Mortality Table

    By Logan401, December 24, 2012
    • 13 replies
    • 5.3k views
    • 
    • Logan401
    • February 15, 2013

33. Standardized Doc - Start a new plan?

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

34. Compensation used for the gateway minimum contribution

    By buckaroo, December 4, 2012
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • December 4, 2012

35. Younger HCE

    By Guest klm401, December 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 4, 2012

36. Cross Tested SH Match plan

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

37. Smoothly Increasing gateway

    By dmb, November 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 20, 2012

38. New Comp allocations for partners

    By Guest TomB432, November 8, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 9, 2012

39. New CTPS plan in addition to SH401k?

    By TPAnnie, October 5, 2012
    • 23 replies
    • 5.4k views
    • 
    • Kevin C
    • November 12, 2012

40. Testing using comp ;ess deferrals

    By Richard Anderson, September 6, 2012
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • September 7, 2012

41. HCEs want to give more!

    By Logan401, August 31, 2012
    • 5 replies
    • 1.2k views
    • 
    • Logan401
    • August 31, 2012

42. 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

43. 11(g)

    By Guest Dumb & Dumber, August 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • August 22, 2012

44. Plan Year compensation for Gateway

    By LarryDavid, August 21, 2012
    • 3 replies
    • 2.9k views
    • 
    • LarryDavid
    • August 28, 2012

45. New Comp; Safe harbor Plan - Defining alloc groups

    By buckaroo, August 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 16, 2012

46. Multiple Employer Plan

    By dmb, July 31, 2012
    • 2 replies
    • 1.5k views
    • 
    • dmb
    • July 31, 2012

47. 401a testing question

    By Guest Susan M., June 21, 2012
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 21, 2012

48. Coverage Testing and Cross tested Plans

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

49. Imputed disparity in cross-tested plans

    By Belgarath, June 19, 2012
    • 6 replies
    • 4k views
    • 
    • Guest
    • June 28, 2012

50. New Comp contribution deposited on a per payroll basis

    By Guest TomB432, June 8, 2012
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 8, 2012