Cross-Tested Plans

1,233 topics in this forum

1. Compensation for ABPT

   By pholosofizer, January 6, 2017
   • 7 replies
   • 1.1k views
   • 
   • pholosofizer
   • January 6, 2017

2. Gateway required?

   By Belgarath, April 11, 2018
   • 7 replies
   • 1.4k views
   • 
   • Belgarath
   • April 12, 2018

3. inclusion of owner's 12 year old son

   By dmb, July 23, 2001
   • 7 replies
   • 1.7k views
   • 
   • Tom Poje
   • July 24, 2001

4. Gateway testing

   By Chippy, March 5, 2019
   • 7 replies
   • 1.5k views
   • 
   • Chippy
   • March 5, 2019

5. "Cross-testing" in a prototype to satisfy 401(a)(4)

   By Guest YATPA, February 18, 2003
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • February 19, 2003

6. Include Participant in Cross-Testing?

   By mming, January 10, 2019
   • 7 replies
   • 981 views
   • 
   • Bri
   • January 14, 2019

7. Combined cross tested plan

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

8. 4-tier integration, 3% SH, cross-test

   By chc93, December 9, 2008
   • 7 replies
   • 2.2k views
   • 
   • chc93
   • December 10, 2008

9. SH 401k and Component Plans

   By WhoLetTheDogsOut, January 25, 2012
   • 7 replies
   • 2.9k views
   • 
   • Mike Preston
   • January 27, 2012

10. Full Year Comp & Average Benefit Percentage Test

    By Fred Payne, January 26, 2005
    • 7 replies
    • 3k views
    • 
    • jaemmons
    • January 27, 2005

11. Inputting Permitted Disparity

    By nancy, June 13, 2003
    • 7 replies
    • 3.2k views
    • 
    • AndyH
    • June 23, 2003

12. Cross Tested allocation

    By pmacduff, June 2, 2006
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 2, 2006

13. Covered Compensation Tables

    By Fred Payne, November 8, 2002
    • 7 replies
    • 1.6k views
    • 
    • Fred Payne
    • November 16, 2002

14. Allocation limit?

    By pbarrett, March 13, 2003
    • 7 replies
    • 1.9k views
    • 
    • AndyH
    • March 17, 2003

15. Age weighted Profit Sharing allocation

    By cpc0506, September 7, 2015
    • 7 replies
    • 3.3k views
    • 
    • Mike Preston
    • September 8, 2015

16. Software

    By Ervin Barham, August 28, 1998
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • May 5, 1999

17. Administrative procedural suggestions for discretionary class plans

    By AndyH, February 1, 2002
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • February 8, 2002

18. Application/Allocation of Forfeitures in Cross-Tested Plan

    By lkpittman, May 25, 1999
    • 7 replies
    • 2.3k views
    • 
    • lkpittman
    • June 10, 1999

19. Failing Gateway test

    By Chippy, June 16, 2010
    • 7 replies
    • 2.3k views
    • 
    • Tom Poje
    • June 29, 2010

20. Age Weighted Plan

    By Guest rmwright, March 24, 2010
    • 7 replies
    • 2.7k views
    • 
    • Tom Poje
    • March 25, 2010

21. Anyone Drafted a Cross-Tested MPPP?

    By Guest, August 28, 2000
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2000

22. Defining rate groups

    By Guest RACHELP, February 23, 2004
    • 6 replies
    • 1.6k views
    • 
    • jquazza
    • March 6, 2004

23. Coverage Testing

    By Guest Mike Schwing, December 3, 2002
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • December 6, 2002

24. New Plan Design too aggressive?

    By cheersmate, April 8, 2021   

    • secure act
    • cross-tested
    • (and 3 more)

      Tagged with:

      • secure act
      • cross-tested
      • individual rate groups
      • immediate eligibility exception
      • vesting with plan effective date
    • 6 replies
    • 1k views
    • 
    • cheersmate
    • April 23, 2021

25. DB/DC combo plan testing NRA

    By Tom Poje, May 14, 2008
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 14, 2008

26. Cross-test group question

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

27. 401(a)(4) Test for SH 401(k)

    By Dougsbpc, October 3, 2008
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • December 22, 2008

28. ABT-Safe Harbor 401(k)

    By Guest William Lehman, December 19, 2002
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 26, 2002

29. which interest rate and mortality table

    By M Norton, February 6, 2019   

    • cross-testing
    • interest rate
    • (and 1 more)

      Tagged with:

      • cross-testing
      • interest rate
      • mortality table
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 15, 2019

30. Allocations to Groups

    By Archimage, May 24, 2005
    • 6 replies
    • 2k views
    • 
    • Archimage
    • May 24, 2005

31. Gateway Determination in Cross Tested 401kPS with SH Match

    By cheersmate, December 6, 2014   

    • gateway
    • cross tested
    • (and 1 more)

      Tagged with:

      • gateway
      • cross tested
      • Safe Harbor Match
    • 6 replies
    • 3.4k views
    • 
    • chc93
    • December 9, 2014

32. Individual Rate Groups & Gateway

    By CuseFan, February 18, 2021
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • February 19, 2021

33. Are adult children of 5% owners automatically HCEs? Are minor children

    By richard, November 5, 1999
    • 6 replies
    • 1.9k views
    • 
    • Earl
    • November 25, 1999

34. Safe Harbor Cross Tested Plan

    By Guest MEGary, July 16, 2001
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 7, 2002

35. Rate group testing

    By FAPInJax, August 6, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 7, 2002

36. Flexibility on Cross tested plan with separate rate groups for each HCE

    By Guest rffahey, November 17, 2003
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2003

37. ABPT and refunded 401(k) Conts

    By buckaroo, June 16, 2008
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • June 19, 2008

38. Traditional Allocation

    By pbarrett, September 13, 2005
    • 6 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 15, 2005

39. Excludable from ABT?

    By BG5150, February 7, 2017
    • 6 replies
    • 906 views
    • 
    • Mike Preston
    • February 8, 2017

40. Average Benefits Test

    By PensionPro, February 10, 2012
    • 6 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

41. Cross Tested SH Match plan

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

42. Component Plans

    By John Feldt ERPA CPC QPA, April 21, 2008
    • 6 replies
    • 1.9k views
    • 
    • Earl
    • February 28, 2009

43. Cross Tested with no HCE's?

    By TBob, November 29, 2005
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • November 30, 2005

44. Need Cite Please

    By DP, September 14, 2005
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • October 13, 2005

45. Non deferring participants as an allocation class?

    By Richard Anderson, June 20, 2000
    • 6 replies
    • 1.7k views
    • 
    • actuarysmith
    • July 17, 2000

46. Calculating EBARs of the Two 50% Members of LLC

    By Guest Dash04, May 6, 2004
    • 6 replies
    • 1.9k views
    • 
    • mwyatt
    • May 14, 2004

47. Notice to Trustees About Cross-Tested Allocation

    By Laura Harrington, May 3, 2011
    • 6 replies
    • 3.1k views
    • 
    • Tom Poje
    • March 3, 2014

48. Deemed CODA concern - profit sharing contribution taken into account for partnership distribution

    By Moosen14, April 27, 2021
    • 6 replies
    • 1.9k views
    • 
    • Luke Bailey
    • April 27, 2021

49. Short Plan Year?

    By Logan401, February 25, 2022
    • 6 replies
    • 1.1k views
    • 
    • Nate S
    • February 28, 2022

50. 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