Cross-Tested Plans

1,235 topics in this forum

1. New Comp allocations for partners

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

2. Testing using comp ;ess deferrals

   By Richard Anderson, September 6, 2012
   • 4 replies
   • 1.4k views
   • 
   • Kevin C
   • September 7, 2012

3. HCEs want to give more!

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

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

   By dmb, August 29, 2012
   • 10 replies
   • 2.7k views
   • 
   • ETA Consulting LLC
   • August 30, 2012

5. Plan Year compensation for Gateway

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

6. 11(g)

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

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

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

8. Multiple Employer Plan

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

9. Coverage Testing and Cross tested Plans

   By Guest uncle jack, June 20, 2012
   • 3 replies
   • 2.6k views
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   • Tom Poje
   • July 24, 2012

10. Imputed disparity in cross-tested plans

    By Belgarath, June 19, 2012
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • June 28, 2012

11. 401a testing question

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

12. New Comp contribution deposited on a per payroll basis

    By Guest TomB432, June 8, 2012
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 8, 2012

13. Timing of Amendment to change allocation schedule

    By dmb, June 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • dmb
    • June 7, 2012

14. 11g Amendment

    By PensionPro, May 25, 2012
    • 4 replies
    • 2.6k views
    • 
    • Bird
    • May 29, 2012

15. Age to Normalize Benefits

    By Dougsbpc, May 15, 2012
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • May 18, 2012

16. Cross-Tested Plan - Does this example need to be tested?

    By DLavigne, May 9, 2012
    • 10 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 11, 2012

17. NHCE received overstated contribution

    By dmb, April 18, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 19, 2012

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

    By John Feldt ERPA CPC QPA, May 15, 2009
    • 7 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 18, 2012

19. Cross Tested that Does not Work

    By jeff77, April 17, 2012
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 17, 2012

20. New comp plan and prevailing wage

    By Guest noans, April 5, 2012
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 9, 2012

21. Cross-Testing

    By Dougsbpc, April 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 5, 2012

22. cross test TH min/gateway to otherwise excludable ee

    By jmartin, April 3, 2012
    • 2 replies
    • 1.7k views
    • 
    • jmartin
    • April 3, 2012

23. Gateway Minimum

    By §#$%!, March 23, 2012
    • 16 replies
    • 12.5k views
    • 
    • frizzyguy
    • March 28, 2012

24. Permissive Aggregation / Min. Gateway

    By KCA, March 12, 2012
    • 6 replies
    • 2.8k views
    • 
    • KCA
    • March 12, 2012

25. HCE with no comp

    By SMB, February 29, 2012
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • March 1, 2012

26. Cross Testing again

    By pmacduff, February 16, 2012
    • 15 replies
    • 3.8k views
    • 
    • Mike Preston
    • February 22, 2012

27. Cross tested Plan - 5 divisions

    By KateSmithPA, February 20, 2012
    • 3 replies
    • 1.2k views
    • 
    • KateSmithPA
    • February 21, 2012

28. Brain Cramp - Cash Balance Plans and Gateway Testing

    By mwyatt, February 20, 2012
    • 6 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2012

29. 401(k) PSP that is c/t - new EE won't give DOB

    By doombuggy, February 9, 2012
    • 4 replies
    • 1.3k views
    • 
    • shERPA
    • February 13, 2012

30. Average Benefits Test

    By PensionPro, February 10, 2012
    • 6 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

31. Prevailing Wage Plan Question

    By Guest 4:15 Limit, December 30, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 13, 2012

32. 401(a)(4) and irrevocable waiver

    By cdavis25, January 20, 2012
    • 3 replies
    • 1.6k views
    • 
    • cdavis25
    • February 2, 2012

33. SH 401k and Component Plans

    By WhoLetTheDogsOut, January 25, 2012
    • 7 replies
    • 3k views
    • 
    • Mike Preston
    • January 27, 2012

34. Number of groups in document vs in test

    By bevfair, January 17, 2012
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 18, 2012

35. Can HCEs get 3%

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

36. SH NEC - do you have to add to PS for testing necessarily?

    By mwyatt, January 5, 2012
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 5, 2012

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

    By DLavigne, November 4, 2011
    • 8 replies
    • 1.7k views
    • 
    • ak2ary
    • December 27, 2011

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

    By Earl, November 25, 2011
    • 7 replies
    • 2.2k views
    • 
    • ak2ary
    • December 27, 2011

39. Using the kids to help test results

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

40. Using last day vs no last day

    By Guest JPIngold, December 3, 2011
    • 15 replies
    • 3.8k views
    • 
    • 12AX7
    • December 12, 2011

41. 415 limit vs Gateway Allocation

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

42. LRM #94 - Text of Rev. Proc. 2011–49: Opinion and Advisory Letters for Pre-Approved Retirement Plan Documents

    By buckaroo, October 6, 2011
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 9, 2011

43. Profit Sharing & Cash Balance Plan

    By Laura Harrington, September 20, 2011
    • 3 replies
    • 2.6k views
    • 
    • AndyH
    • November 4, 2011

44. Cross-Tested 401(k) Plan with Prevailing Wage

    By Guest 4:15 Limit, November 2, 2011
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • November 3, 2011

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

    By Guest Dash02, September 7, 2011
    • 7 replies
    • 2k views
    • 
    • Kevin C
    • October 20, 2011

46. Collectively Bargained Employees

    By dmb, September 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • October 4, 2011

47. Gateway required for Otherwise Excludable Employees?

    By LarryDavid, July 6, 2011
    • 5 replies
    • 3.7k views
    • 
    • LarryDavid
    • August 26, 2011

48. Impute Disparity - 35 Year Service Cap

    By LarryDavid, August 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • LarryDavid
    • August 26, 2011

49. Creative solution to Gateway issue?

    By LarryDavid, July 11, 2011
    • 0 replies
    • 1.3k views
    • 
    • LarryDavid
    • July 11, 2011

50. Gateway with ATD testing

    By LarryDavid, June 23, 2011
    • 4 replies
    • 1.8k views
    • 
    • LarryDavid
    • June 23, 2011