Cross-Tested Plans

1,233 topics in this forum

1. Affirmative Obligation to Perform Testing?

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

2. Highly compensated Employees

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

3. abusive cross testing arrangements

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

4. Cross Testing With Terminated Participants

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

5. Amending Groups for 2011

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

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

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

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

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

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

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

9. Who's employees are they?

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

10. Maximum number of allocation groups

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

11. Terminated participant and no last day rule

    By dmb, December 29, 2010
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 29, 2010

12. Cross testing

    By Guest Mmyrold, December 16, 2010
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • December 17, 2010

13. Testing Age DB/DC combination

    By John Feldt ERPA CPC QPA, December 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 9, 2010

14. Aggregate for Testing Purposes?

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

15. New Comparability Safe Harbor 401(k) Plan

    By msmith, November 30, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 30, 2010

16. Groupings

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

17. Changing Compensation definition in qualified plans

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

18. Avg Benefits Test and Cross Testing

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

19. New Comparability PS Allocation In SH 401k

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

20. Avg Benefits Test and Cross Testing

    By Guest Michele Ciz, October 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2010

21. new comp amendment after PYE

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

22. minimum gateway

    By jpod, September 21, 2010
    • 16 replies
    • 3.4k views
    • 
    • PensionPro
    • April 1, 2011

23. average benefit percentage test and cross-testing

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

24. Deemed CODA

    By 12AX7, September 1, 2010
    • 15 replies
    • 4.1k views
    • 
    • 12AX7
    • September 20, 2010

25. Otherwise excludable employee

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

26. Asset Sale and Non-discrim issues

    By Dennis Povloski, August 11, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • August 18, 2010

27. Impute Permitted Disparity

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

28. Gateway Minimum

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

29. Failing Gateway test

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

30. Permissive Aggregation

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

31. Each participant in his own group

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

32. 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

33. Frozen Cash Balance Plan

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

34. 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

35. Entry Date for Otherwise Excludable Employees

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

36. 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

37. Defining Classes

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

38. Cross tested with Davis Bacon off-set

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

39. One rate group

    By ombskid, April 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 9, 2010

40. New Comp Plans, ABPT, and Plan Year Change

    By buckaroo, April 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 1, 2010

41. Allocation to Non-key in Age weighted

    By Guest Doogie61, March 31, 2010
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • March 31, 2010

42. Allocation and testing inclusion of EE who didn't work

    By Guest Dash02, March 25, 2010
    • 11 replies
    • 1.7k views
    • 
    • ak2ary
    • March 30, 2010

43. Age Weighted Plan

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

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

    By rcline46, March 17, 2010
    • 25 replies
    • 11.9k views
    • 
    • TLGeer
    • April 20, 2010

45. Different Eligibility for Different Sources

    By Dennis Povloski, March 11, 2010
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 16, 2010

46. Cross Testing Failure & Testing requirements

    By Dazednconfused, February 26, 2010
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • February 27, 2010

47. When New Comp Allocation Is Worse Than Pro Rata

    By mming, February 26, 2010
    • 10 replies
    • 4.6k views
    • 
    • J Simmons
    • March 1, 2010

48. QNEC and Gateway

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

49. Plan has different entry dates for sources

    By BG5150, February 24, 2010
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • March 9, 2010

50. SHNE Stopped Mid-Year

    By Laura Harrington, February 24, 2010
    • 2 replies
    • 1.3k views
    • 
    • Jim Chad
    • February 27, 2010