Cross-Tested Plans

1,234 topics in this forum

1. Age Weighted PS Plan

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

2. 2 Plans Not Paaing 410(b)

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

3. Vesting Schedules, BRF Testing

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

4. Mid Year change in allocation formula

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

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

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

6. Full year CB, Half Year PS

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

7. minimum gateway

   By jpod, September 21, 2010
   • 16 replies
   • 3.5k views
   • 
   • PensionPro
   • April 1, 2011

8. Adding Last Day Requirement

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

9. Aggregated DB/DC 401a4 Testing

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

10. Affirmative Obligation to Perform Testing?

    By britoski, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 14, 2011

11. Highly compensated Employees

    By thepensionmaven, March 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • March 7, 2011

12. Cross Testing With Terminated Participants

    By Guest HoopsForBM, March 1, 2011
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 2, 2011

13. abusive cross testing arrangements

    By Golgi, March 2, 2011
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 2, 2011

14. Cross testing spreadshet

    By ombskid, June 12, 2009
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • March 1, 2011

15. Amending Groups for 2011

    By HarleyBabe, February 16, 2011
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • February 17, 2011

16. DB/DC Gateway after DB Freeze of large NHCE group

    By LarryDavid, January 25, 2011
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • February 15, 2011

17. Excluding Owner(s) from Cross-Testing Contribution

    By Guest Pat of RPC, February 4, 2011
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • February 4, 2011

18. New Comp doesn't work in 3rd year

    By Jim Chad, January 13, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • January 18, 2011

19. Who's employees are they?

    By Dennis Povloski, January 7, 2011
    • 3 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • January 10, 2011

20. Maximum number of allocation groups

    By rblum50, January 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • January 5, 2011

21. Terminated participant and no last day rule

    By dmb, December 29, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2010

22. Cross testing

    By Guest Mmyrold, December 16, 2010
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • December 17, 2010

23. Testing Age DB/DC combination

    By John Feldt ERPA CPC QPA, December 9, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 9, 2010

24. Aggregate for Testing Purposes?

    By Dougsbpc, December 9, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 9, 2010

25. New Comparability Safe Harbor 401(k) Plan

    By msmith, November 30, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 30, 2010

26. Groupings

    By Belgarath, November 18, 2010
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • November 18, 2010

27. QNEC and Gateway

    By Rob P, February 25, 2010
    • 3 replies
    • 3.5k views
    • 
    • DMcGovern
    • November 16, 2010

28. Changing Compensation definition in qualified plans

    By gle318612, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • gle318612
    • November 11, 2010

29. Avg Benefits Test and Cross Testing

    By Guest Michele Ciz, October 25, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 25, 2010

30. New Comparability PS Allocation In SH 401k

    By mming, October 20, 2010
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 20, 2010

31. Avg Benefits Test and Cross Testing

    By Guest Michele Ciz, October 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • October 13, 2010

32. new comp amendment after PYE

    By Santo Gold, October 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 8, 2010

33. Minimum gateway & top heavy age-weighted plan.

    By R. Butler, February 23, 2007
    • 4 replies
    • 3.2k views
    • 
    • rlb64
    • September 29, 2010

34. Deemed CODA

    By 12AX7, September 1, 2010
    • 15 replies
    • 4.2k views
    • 
    • 12AX7
    • September 20, 2010

35. average benefit percentage test and cross-testing

    By Guest tschepp, September 2, 2010
    • 2 replies
    • 3.3k views
    • 
    • Tom Poje
    • September 3, 2010

36. Otherwise excludable employee

    By thepensionmaven, August 15, 2010
    • 13 replies
    • 3.5k views
    • 
    • TPA Bob
    • August 20, 2010

37. Asset Sale and Non-discrim issues

    By Dennis Povloski, August 11, 2010
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 18, 2010

38. Impute Permitted Disparity

    By David, July 7, 2010
    • 5 replies
    • 2.1k views
    • 
    • AndyH
    • July 8, 2010

39. Failing Gateway test

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

40. Gateway Minimum

    By Rob P, June 18, 2010
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • June 24, 2010

41. Permissive Aggregation

    By Guest naveen, June 15, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bill3
    • June 17, 2010

42. Frozen Cash Balance Plan

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

43. Each participant in his own group

    By Guest Serena, June 13, 2010
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2010

44. 3% NESH used for Safe Harbor ACP and part of PS?

    By Guest Newbie-In-Training, June 3, 2010
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • June 3, 2010

45. NHCE gets allocation and forfeits in same year

    By SheilaD, May 13, 2010
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 24, 2010

46. 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

47. Defining Classes

    By Dazednconfused, April 26, 2010
    • 9 replies
    • 1.8k views
    • 
    • BG5150
    • May 11, 2010

48. Entry Date for Otherwise Excludable Employees

    By LarryDavid, May 7, 2010
    • 4 replies
    • 1.9k views
    • 
    • LarryDavid
    • May 7, 2010

49. Cross tested with Davis Bacon off-set

    By Dazednconfused, April 20, 2010
    • 3 replies
    • 1.5k views
    • 
    • Dazednconfused
    • April 22, 2010

50. Not for profit with 401(a) and 403(b)

    By rcline46, March 17, 2010
    • 25 replies
    • 12k views
    • 
    • TLGeer
    • April 20, 2010