Cross-Tested Plans

1,233 topics in this forum

1. 11g Amendment

   By PensionPro, May 25, 2012
   • 4 replies
   • 2.5k views
   • 
   • Bird
   • May 29, 2012

2. Age to Normalize Benefits

   By Dougsbpc, May 15, 2012
   • 2 replies
   • 1.7k views
   • 
   • AndyH
   • May 18, 2012

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

   By DLavigne, May 9, 2012
   • 10 replies
   • 1.7k views
   • 
   • Mike Preston
   • May 11, 2012

4. NHCE received overstated contribution

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

5. Cross Tested that Does not Work

   By jeff77, April 17, 2012
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • April 17, 2012

6. 11(g) amendment for standardized prototype

   By Doghouse, April 11, 2012
   • 26 replies
   • 6.7k views
   • 
   • Belgarath
   • March 27, 2013

7. New comp plan and prevailing wage

   By Guest noans, April 5, 2012
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • April 9, 2012

8. Cross-Testing

   By Dougsbpc, April 5, 2012
   • 1 reply
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • April 5, 2012

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

   By jmartin, April 3, 2012
   • 2 replies
   • 1.6k views
   • 
   • jmartin
   • April 3, 2012

10. Gateway Minimum

    By §#$%!, March 23, 2012
    • 16 replies
    • 12.1k views
    • 
    • frizzyguy
    • March 28, 2012

11. Permissive Aggregation / Min. Gateway

    By KCA, March 12, 2012
    • 6 replies
    • 2.7k views
    • 
    • KCA
    • March 12, 2012

12. HCE with no comp

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

13. Cross tested Plan - 5 divisions

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

14. Brain Cramp - Cash Balance Plans and Gateway Testing

    By mwyatt, February 20, 2012
    • 6 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2012

15. Cross Testing again

    By pmacduff, February 16, 2012
    • 15 replies
    • 3.7k views
    • 
    • Mike Preston
    • February 22, 2012

16. Average Benefits Test

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

17. 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

18. Must Two Plans be Treated as One?

    By Dougsbpc, February 7, 2012
    • 15 replies
    • 3.9k views
    • 
    • BG5150
    • June 6, 2014

19. SH 401k and Component Plans

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

20. 401(a)(4) and irrevocable waiver

    By cdavis25, January 20, 2012
    • 3 replies
    • 1.5k views
    • 
    • cdavis25
    • February 2, 2012

21. Number of groups in document vs in test

    By bevfair, January 17, 2012
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 18, 2012

22. Can HCEs get 3%

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

23. Component Plan Testing

    By PensionPro, January 5, 2012
    • 9 replies
    • 5.4k views
    • 
    • Mike Preston
    • December 31, 2012

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

    By mwyatt, January 5, 2012
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 5, 2012

25. Prevailing Wage Plan Question

    By Guest 4:15 Limit, December 30, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 13, 2012

26. Using the kids to help test results

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

27. Using last day vs no last day

    By Guest JPIngold, December 3, 2011
    • 15 replies
    • 3.5k views
    • 
    • 12AX7
    • December 12, 2011

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

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

29. 415 limit vs Gateway Allocation

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

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

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

31. 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

32. 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
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 9, 2011

33. Collectively Bargained Employees

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

34. Profit Sharing & Cash Balance Plan

    By Laura Harrington, September 20, 2011
    • 3 replies
    • 2.5k views
    • 
    • AndyH
    • November 4, 2011

35. 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

36. Impute Disparity - 35 Year Service Cap

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

37. Creative solution to Gateway issue?

    By LarryDavid, July 11, 2011
    • 0 replies
    • 1.2k views
    • 
    • LarryDavid
    • July 11, 2011

38. Compensation used for Minimum Allocation Gateway

    By LarryDavid, July 6, 2011
    • 8 replies
    • 10.5k views
    • 
    • tghooper
    • February 20, 2020

39. Gateway required for Otherwise Excludable Employees?

    By LarryDavid, July 6, 2011
    • 5 replies
    • 3.6k views
    • 
    • LarryDavid
    • August 26, 2011

40. Gateway with ATD testing

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

41. is VCP necessary for 401(a) 11-g corrective amendment

    By AKconsult, June 10, 2011
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 16, 2011

42. Notice to Trustees About Cross-Tested Allocation

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

43. Age Weighted PS Plan

    By dmb, April 29, 2011
    • 2 replies
    • 1.9k views
    • 
    • dmb
    • April 29, 2011

44. Mid Year change in allocation formula

    By dmb, April 19, 2011
    • 4 replies
    • 1.5k views
    • 
    • dmb
    • April 19, 2011

45. Vesting Schedules, BRF Testing

    By LarryDavid, April 18, 2011
    • 3 replies
    • 3.1k views
    • 
    • QNPG
    • April 19, 2011

46. Full year CB, Half Year PS

    By abanky, April 13, 2011
    • 1 reply
    • 996 views
    • 
    • Tom Poje
    • April 13, 2011

47. Missed Opportunity QNECs in Avg. Benefit & General Test

    By Laura Harrington, April 13, 2011
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • April 13, 2011

48. 2 Plans Not Paaing 410(b)

    By Dougsbpc, April 12, 2011
    • 4 replies
    • 1.6k views
    • 
    • Dougsbpc
    • April 22, 2011

49. Adding Last Day Requirement

    By dmb, March 24, 2011
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 24, 2011

50. Aggregated DB/DC 401a4 Testing

    By JBones, March 15, 2011
    • 0 replies
    • 1.3k views
    • 
    • JBones
    • March 15, 2011