Cross-Tested Plans

1,234 topics in this forum

1. Comment Re: Doggett's Proposal to Kill Cross-Testing

   By Andy the Actuary, May 6, 2010
   • 27 replies
   • 4.7k views
   • 
   • Bird
   • May 12, 2010

2. Communication to employees

   By Guest art, August 11, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 14, 1999

3. Comp for testing

   By dmb, November 25, 2002
   • 1 reply
   • 1.5k views
   • 
   • AndyH
   • November 25, 2002

4. Comp for Testing when plan has 3 different entry dates

   By dmb, January 29, 2014
   • 0 replies
   • 1.3k views
   • 
   • dmb
   • January 29, 2014

5. Comparability Plan Formula

   By Guest laurasbay, October 30, 2007
   • 3 replies
   • 2.1k views
   • 
   • Tom Poje
   • October 31, 2007

6. Compensation - from Participation Date

   By msmith, April 1, 2019
   • 1 reply
   • 884 views
   • 
   • C. B. Zeller
   • April 2, 2019

7. Compensation adjustment in mid year

   By MLML, January 27, 2016
   • 5 replies
   • 2.2k views
   • 
   • MLML
   • January 28, 2016

8. Compensation Averaging Period For Testing

   By Guest penman, October 20, 2004
   • 9 replies
   • 2.1k views
   • 
   • Guest
   • October 25, 2004

9. Compensation for ABPT

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

10. Compensation for average benefits percentage test

    By Belgarath, December 22, 2014
    • 3 replies
    • 2.2k views
    • 
    • chc93
    • December 23, 2014

11. Compensation limit for plan year ending 3/31/2000.

    By Guest NAdministrator, June 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 29, 2000

12. Compensation to use for testing

    By Blinky the 3-eyed Fish, January 13, 2004
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 18, 2004

13. Compensation used for Minimum Allocation Gateway

    By LarryDavid, July 6, 2011
    • 8 replies
    • 10.6k views
    • 
    • tghooper
    • February 20, 2020

14. Compensation used for the gateway minimum contribution

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

15. Component Plan

    By MLML, October 23, 2009
    • 5 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • October 23, 2009

16. Component Plan / Restructuring

    By austin3515, January 27, 2021
    • 8 replies
    • 1.9k views
    • 
    • BG5150
    • January 29, 2021

17. Component Plan Testing

    By PensionPro, January 5, 2012
    • 9 replies
    • 5.5k views
    • 
    • Mike Preston
    • December 31, 2012

18. Component plan testing

    By Richard Anderson, January 23, 2002
    • 15 replies
    • 5.2k views
    • 
    • Mike Preston
    • January 26, 2002

19. Component Plans

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

20. component plans

    By Pension Nerd, September 24, 2007
    • 13 replies
    • 3.3k views
    • 
    • Mike Preston
    • September 27, 2007

21. Component Plans

    By Guest greggi39, March 27, 2003
    • 9 replies
    • 1.9k views
    • 
    • Gilmore
    • April 17, 2003

22. Consistent Treatment of Otherwise Excludables?

    By Guest merlin, February 26, 2003
    • 14 replies
    • 2.3k views
    • 
    • Fred Payne
    • February 28, 2003

23. Contribution exceeding base formula

    By Guest EBC, December 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2001

24. Contribution Funding

    By Guest Jeff Underwood, May 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 22, 2003

25. Contribution Not Deductible for Prior Year

    By §#$%!, September 19, 2007
    • 0 replies
    • 1.5k views
    • 
    • §#$%!
    • September 19, 2007

26. Contributions and Rate Groups

    By Guest avascoe@hmvcpa.com, November 23, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 23, 2009

27. Contributions for Controlled Groups

    By Guest Thornton, January 21, 1999
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 1999

28. controlled group - termination of employee

    By Guest dvandaele2, August 21, 2003
    • 5 replies
    • 3k views
    • 
    • AndyH
    • August 22, 2003

29. Controlled Group w/ X-testing issues

    By dmb, October 31, 2007
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • October 31, 2007

30. Controlled Group with 2 plans

    By Guest thepitts, December 29, 2003
    • 1 reply
    • 969 views
    • 
    • Mike Preston
    • December 29, 2003

31. Controlled Group/ Cross-Testing

    By IRC401, December 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • December 27, 2002

32. Conversion of MP Plan to Cross-Tested PS Plan

    By Guest merlin, April 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • April 11, 2002

33. Coordination of Excess Contributions

    By Guest lforesz, January 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • January 27, 2001

34. Coordination of NCP allocation & 415 limit

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 2.2k views
    • 
    • AndyH
    • March 4, 2004

35. corbel docs

    By Guest alexis, November 13, 2002
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • November 13, 2002

36. Correct application of TAM 9735001

    By Guest merlin, April 9, 2008
    • 9 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 9, 2008

37. Correction of failed 401(a) or 410(b) tests?

    By Mleech, February 25, 2025
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • March 28, 2025

38. Corrective Amendment

    By Archimage, July 20, 2004
    • 11 replies
    • 2.1k views
    • 
    • SoCalActuary
    • July 20, 2004

39. Corrective Amendment

    By preErisa, February 11, 2002
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • February 12, 2002

40. Corrective Amendment for failed 401a4

    By Guest chris4013, December 10, 2003
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 15, 2003

41. Corrective amendment to plan that failed 401(a)(4)

    By Richard Anderson, December 22, 2000
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • January 2, 2001

42. Corrective contribution included in test?

    By AndyH, January 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • AndyH
    • January 17, 2002

43. Corrective Contributions

    By Guest LWilson, May 1, 2002
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • May 6, 2002

44. Coverage

    By Guest elang, January 14, 2013   

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

45. coverage (70% or ABPT)

    By Guest greggi39, December 12, 2002
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • December 13, 2002

46. Coverage and Discrimination Testing for Leasing Organizations

    By Alonzo, September 9, 1998
    • 1 reply
    • 2.2k views
    • 
    • richard
    • September 9, 1998

47. coverage question!

    By Lynn Campbell, July 7, 2004
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • July 8, 2004

48. Coverage Testing

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

49. Coverage Testing

    By Archimage, January 31, 2003
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 2003

50. Coverage Testing and Cross tested Plans

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