Cross-Tested Plans

1,233 topics in this forum

1. Can a corrective QNEC be used for TH and GW?

   By DavidO, September 10, 2024
   • 1 reply
   • 619 views
   • 
   • Bri
   • September 11, 2024

2. Can allocation group be based on age?

   By jkharvey, March 11, 2008
   • 9 replies
   • 2.1k views
   • 
   • ak2ary
   • January 7, 2009

3. Can an 11g amendment add in a controlled group?

   By J Simmons, April 28, 2007
   • 9 replies
   • 3.5k views
   • 
   • Guest
   • July 25, 2007

4. Can an 11g amendment add ineligibles?

   By Dougsbpc, February 18, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • February 18, 2009

5. Can contribution also be used to satisfy 401(k) safe harbor rules?

   By MWeddell, August 22, 2001
   • 6 replies
   • 1.6k views
   • 
   • Tom Poje
   • August 23, 2001

6. Can EBARs be calculated based on participant pay in top heavy year?

   By Guest Dash02, January 10, 2006
   • 11 replies
   • 3.4k views
   • 
   • Tom Poje
   • January 17, 2006

7. can gateway contributions to PSP be offset by sep contribution

   By Guest Ed Dillon, April 6, 2005
   • 1 reply
   • 1.6k views
   • 
   • AndyH
   • April 6, 2005

8. Can HCEs get 3%

   By Dougsbpc, January 17, 2012
   • 1 reply
   • 918 views
   • 
   • Lou S.
   • January 17, 2012

9. 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

10. Can Minimum Gateway be avoided for an allocation group whose allocation is 0% (not benefitting)?

    By Guest PLHart, October 15, 2003
    • 5 replies
    • 1.8k views
    • 
    • Archimage
    • October 15, 2003

11. Can multiple group avoid the attribution problem?

    By Guest, January 5, 2001
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • January 10, 2001

12. Can SH w/ NC be TH?

    By masteff, September 6, 2007
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

13. Can the document be silent as to the correction method and can differe

    By John A, March 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • April 14, 2000

14. Can This Crazy Design Work?

    By mming, August 9, 2007
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • August 15, 2007

15. Can you allocate just a 3% top heavy contribution to a cross tested pl

    By Guest Julie Woulfe, September 18, 2002
    • 9 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 22, 2002

16. Can you use SSRA for testing even if AA defines the plan's NRA as unif

    By Guest nellans, January 13, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 17, 2000

17. Carved Out Cross Testing

    By Guest Sonia Kapoor, August 21, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • August 23, 2001

18. Carving out "otherwise excluable" in General Test.

    By Guest lforesz, March 13, 2001
    • 6 replies
    • 2.2k views
    • 
    • AndyH
    • March 30, 2001

19. Cash Balance & New Comp

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

20. Cash Balance 401(a)

    By Guest elang, May 12, 2009
    • 5 replies
    • 2k views
    • 
    • AndyH
    • May 13, 2009

21. Catch-up Contributions

    By Fred Payne, December 6, 2004
    • 13 replies
    • 3.9k views
    • 
    • Tom Poje
    • December 21, 2004

22. Catchups ADP & PS (academic exercise)

    By BG5150, February 28, 2019
    • 10 replies
    • 1.2k views
    • 
    • austin3515
    • March 5, 2019

23. Categorizing employees for Tiered Plans

    By Guest SPollock, March 25, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 1999

24. CB/DC with PEO

    By Cloudy, September 13, 2017
    • 2 replies
    • 750 views
    • 
    • Cloudy
    • September 14, 2017

25. cb/nc/sh crossed tested

    By abanky, September 11, 2007
    • 4 replies
    • 1.4k views
    • 
    • abanky
    • September 13, 2007

26. Change in NRA

    By buckaroo, June 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 24, 2009

27. Change in Sponsor's Business Arrangement

    By J Simmons, November 6, 2024
    • 1 reply
    • 522 views
    • 
    • Lois Baker
    • November 6, 2024

28. Change Normal Retirement Age

    By 12AX7, December 8, 2008
    • 4 replies
    • 1.4k views
    • 
    • 12AX7
    • December 8, 2008

29. Change to Cross-Tested Midyear?

    By DP, September 7, 2005
    • 14 replies
    • 2.2k views
    • 
    • AndyH
    • September 13, 2005

30. changing a group in new comp plan

    By wsp, April 12, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • April 13, 2005

31. Changing Compensation definition in qualified plans

    By gle318612, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • gle318612
    • November 11, 2010

32. Changing Mortality Table from year to year

    By KSBRPEN, January 23, 2009
    • 8 replies
    • 2k views
    • 
    • J Simmons
    • January 26, 2009

33. Changing Pro Rata Profit Sharing Allocation to New Comparability Mid-Year

    By Vlad401k, February 29, 2024
    • 6 replies
    • 1.5k views
    • 
    • Bill Presson
    • February 6

34. child and non-discrimination classification testing

    By wsp, December 31, 2002
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 3, 2003

35. Citation on Quote

    By jquazza, March 6, 2004
    • 10 replies
    • 1.5k views
    • 
    • AndyH
    • March 10, 2004

36. Class allocated profit sharing with last day of year employment condition

    By Tom, June 28, 2021
    • 6 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • June 30, 2021

37. Class allocations "by name"

    By SMB, September 12, 2002
    • 13 replies
    • 2.1k views
    • 
    • jpod
    • September 13, 2002

38. Class of One Participant Allowed?

    By chris, February 27, 2002
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 28, 2002

39. Classification - part-timers?

    By Guest rickw, February 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 17, 2003

40. Classification Group for one HCE?

    By Lynn Campbell, November 25, 1998
    • 1 reply
    • 2.1k views
    • 
    • kboyce
    • November 25, 1998

41. Classification of Owners and their children

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

42. classifications

    By betheeg, December 30, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 6, 2003

43. Classifications

    By dmb, February 14, 2003
    • 2 replies
    • 1.2k views
    • 
    • RTK
    • February 18, 2003

44. Collectively Bargained Employees

    By dmb, September 23, 2011
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 4, 2011

45. combined 401(k)/cross tested

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

46. Combined cross tested plan

    By Gary, March 6, 2008
    • 7 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 26, 2008

47. Combined Plan Top Heavy

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

48. Combo 401(k) & New Comp

    By pbarrett, February 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • kocak
    • February 18, 2003

49. Combo Plan design - Too Aggressive?

    By Cloudy, January 9, 2015
    • 9 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2015

50. Combo Testing, bad document drafting, and 11g amendment

    By Dennis Povloski, January 27, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 27, 2010