Cross-Tested Plans

1,234 topics in this forum

1. Testing comp for Top Heavy plan

   By dmb, January 29, 2002
   • 5 replies
   • 2.3k views
   • 
   • AndyH
   • January 30, 2002

2. Failing test, what do you think of this?

   By Blinky the 3-eyed Fish, February 18, 2008
   • 7 replies
   • 2.3k views
   • 
   • AndyH
   • March 27, 2008

3. IRS challenges "every participant is own allocation group" under audit

   By Guest jscarecrow, August 8, 2005
   • 5 replies
   • 2.3k views
   • 
   • ak2ary
   • August 24, 2005

4. Cross Tested with no HCE's?

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

5. Cross tested plan uses High 3 average compensation

   By Richard Anderson, September 14, 2009
   • 3 replies
   • 2.3k views
   • 
   • Mike Preston
   • September 15, 2009

6. Cross tested w/ 401(k) & match

   By R. Butler, November 5, 2002
   • 13 replies
   • 2.3k views
   • 
   • Tom Poje
   • November 15, 2002

7. Cross-Tested notice to Trustee

   By 401(k)athryn, June 11, 2018   

   • new comparability
   • padilla
   • (and 3 more)

     Tagged with:

     • new comparability
     • padilla
     • allocation groups
     • cross-tested
     • trustee notification
   • 17 replies
   • 2.3k views
   • 
   • Earl
   • June 14, 2018

8. Gateway allocation

   By k man, October 15, 2003
   • 6 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • October 15, 2003

9. AB%T and Short Plan Years

   By Archimage, February 2, 2005
   • 11 replies
   • 2.3k views
   • 
   • AndyH
   • February 4, 2005

10. Frozen Cash Balance Plan

    By LarryDavid, June 2, 2010
    • 2 replies
    • 2.3k views
    • 
    • LarryDavid
    • June 15, 2010

11. 457 combined with New Comparability plan

    By dmb, June 20, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • June 25, 2008

12. Minimum gateway

    By Guest SPOT, October 23, 2007
    • 4 replies
    • 2.3k views
    • 
    • AndyH
    • October 29, 2007

13. Definitely determinable benefits

    By Guest John Nelson, April 16, 2003
    • 3 replies
    • 2.3k views
    • 
    • AndyH
    • April 16, 2003

14. Average number of allocation groups or classes?

    By AndyH, May 1, 2002
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • May 8, 2002

15. Accrued To Date Method

    By Dougsbpc, February 20, 2004
    • 8 replies
    • 2.3k views
    • 
    • AndyH
    • February 20, 2004

16. What does "old comparability" mean?

    By Guest Grumpy455, November 1, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • November 3, 2005

17. How long has cross testing been available?

    By TBob, December 20, 2005
    • 9 replies
    • 2.3k views
    • 
    • AndyH
    • December 27, 2005

18. Use of interest rate in the cross test

    By BG5150, December 6, 2013
    • 3 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 6, 2013

19. Passing 401(a)(4)

    By Archimage, May 8, 2003
    • 12 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 9, 2003

20. Consistent Treatment of Otherwise Excludables?

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

21. Cross Testing - Top Paid Group HCEs

    By Guest dick@fbanet.com, November 3, 2004
    • 5 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 3, 2004

22. 2 plans aggregated for coverage, how about 401(a)(4)

    By John Feldt ERPA CPC QPA, April 6, 2007
    • 6 replies
    • 2.3k views
    • 
    • AndyH
    • July 17, 2007

23. New Comparability in Prototype Plans

    By buckaroo, April 23, 2008
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • April 23, 2008

24. Accrual to date Method

    By perkinsran, June 6, 2002
    • 3 replies
    • 2.3k views
    • 
    • AndyH
    • June 25, 2002

25. 412i Plan cross tested with a PS Plan

    By Guest NPaleveda, October 2, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 10, 2001

26. Cross Tested allocation

    By pmacduff, June 2, 2006
    • 7 replies
    • 2.3k views
    • 
    • Mike Preston
    • June 2, 2006

27. Cross Tested PS Plan with 401(k) deferrals

    By Guest KAGrist, February 3, 2006
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • February 6, 2006

28. Is it necessary to have a catch-all group just for gateway?

    By Trekker, November 13, 2013
    • 6 replies
    • 2.2k views
    • 
    • Trekker
    • November 18, 2013

29. rounding rules?

    By AndyH, February 14, 2002
    • 5 replies
    • 2.2k views
    • 
    • IRC401
    • February 28, 2002

30. 2 Year Eligibility

    By Lori Foresz, December 16, 2003
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 17, 2003

31. SHMAC & gateway minimum

    By pmacduff, November 11, 2005
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • November 14, 2005

32. combined 401(k)/cross tested

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

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

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

34. Mortality table for calculations. Which one?

    By BG5150, September 24, 2015
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 25, 2015

35. Coordination of NCP allocation & 415 limit

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

36. 4-tier integration, 3% SH, cross-test

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

37. Partnership Compensation

    By Guest c2ddave, February 1, 2005
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • February 11, 2005

38. Aggregating Plans

    By Guest MichaelO, October 26, 2004
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • November 3, 2004

39. Corrective Contributions

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

40. Change to Cross-Tested Midyear?

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

41. 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
    • 2.2k views
    • 
    • Tom Poje
    • August 15, 2019

42. 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

43. Plan design gateway document issue; how to adjust a plan that would sa

    By AndyH, December 13, 2000
    • 12 replies
    • 2.2k views
    • 
    • Guest
    • December 26, 2000

44. 401(k)/New Comp

    By Gilmore, March 6, 2003
    • 14 replies
    • 2.2k views
    • 
    • Gilmore
    • March 11, 2003

45. Testing age for DB DC combo?

    By Guest Arlingtonray, August 9, 2005
    • 2 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 9, 2005

46. Can multiple group avoid the attribution problem?

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

47. 410b Coverage Test

    By Chippy, January 8, 2015
    • 2 replies
    • 2.2k views
    • 
    • Chippy
    • January 9, 2015

48. Reasonable classification and compensation bands

    By Guest Glen Archinal, November 28, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • November 28, 2005

49. Top Heavy/Gateway/Date of Entry

    By jquazza, April 3, 2004
    • 4 replies
    • 2.2k views
    • 
    • Earl
    • April 5, 2004

50. Gateway minimums...

    By jaemmons, December 16, 2002
    • 8 replies
    • 2.2k views
    • 
    • Belgarath
    • December 18, 2002