Cross-Tested Plans

1,233 topics in this forum

1. Terminated participants

   By Guest RJF, December 7, 2005
   • 2 replies
   • 2.2k views
   • 
   • Tom Poje
   • December 7, 2005

2. Gateway minimums...

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

3. 3 rate groups...

   By K-t-F, June 20, 2005
   • 8 replies
   • 2.2k views
   • 
   • AndyH
   • July 15, 2005

4. 3% Safe Harbor 401k with X-tested PS

   By dmb, September 16, 2005
   • 6 replies
   • 2.2k views
   • 
   • jquazza
   • September 28, 2005

5. ABT-Safe Harbor 401(k)

   By Guest William Lehman, December 19, 2002
   • 6 replies
   • 2.2k views
   • 
   • Tom Poje
   • December 26, 2002

6. Top Heavy Plan

   By Guest RJF, February 24, 2006
   • 1 reply
   • 2.2k views
   • 
   • Archimage
   • February 27, 2006

7. Coverage and Discrimination Testing for Leasing Organizations

   By Alonzo, September 9, 1998
   • 1 reply
   • 2.1k views
   • 
   • richard
   • September 9, 1998

8. 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
   • 2.1k views
   • 
   • Tom Poje
   • August 15, 2019

9. Compensation adjustment in mid year

   By MLML, January 27, 2016
   • 5 replies
   • 2.1k views
   • 
   • MLML
   • January 28, 2016

10. 5300 Filing Dates?

    By Guest ERead, November 19, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • November 21, 1998

11. Two Plans and General testing

    By Dougsbpc, February 28, 2006
    • 2 replies
    • 2.1k views
    • 
    • Dougsbpc
    • February 28, 2006

12. Irrevocable Waiver

    By Archimage, February 27, 2003
    • 4 replies
    • 2.1k views
    • 
    • Archimage
    • March 6, 2003

13. age weighted safe harbor plan

    By Guest Julie Woulfe, March 17, 2004
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 17, 2004

14. rate groups

    By abanky, December 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 18, 2006

15. Compensation for average benefits percentage test

    By Belgarath, December 22, 2014
    • 3 replies
    • 2.1k views
    • 
    • chc93
    • December 23, 2014

16. ABT with 2 year wait

    By jaemmons, February 9, 2005
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 28, 2005

17. Coverage

    By Guest elang, January 14, 2013   

    • Rate Groups
    • 410(b)
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • January 15, 2013

18. Class allocations "by name"

    By SMB, September 12, 2002
    • 13 replies
    • 2.1k views
    • 
    • jpod
    • September 13, 2002

19. New Comp Nondiscrimination Testing

    By Guest AJM 34, April 25, 2007
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • April 25, 2007

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

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

21. gateway

    By Belgarath, May 6, 2008
    • 8 replies
    • 2.1k views
    • 
    • Belgarath
    • May 7, 2008

22. Gateway/2 Year service question

    By AndyH, December 8, 2008
    • 11 replies
    • 2.1k views
    • 
    • BG5150
    • December 9, 2008

23. New Comp Contribution - Excess Deferral

    By Guest AJM 34, May 30, 2007
    • 4 replies
    • 2.1k views
    • 
    • rcline46
    • May 30, 2007

24. Each Participant in own group and IRS audit

    By Rai401k, April 20, 2015
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • July 20, 2015

25. Forfeiture reallocation

    By Richard Anderson, April 24, 2000
    • 2 replies
    • 2.1k views
    • 
    • pjkoehler
    • April 25, 2000

26. 401(a)(4) TEST GROUP

    By Guest gkaley, May 23, 2003
    • 3 replies
    • 2.1k views
    • 
    • AndyH
    • May 23, 2003

27. Can allocation group be based on age?

    By jkharvey, March 11, 2008
    • 9 replies
    • 2.1k views
    • 
    • ak2ary
    • January 7, 2009

28. Contributions for Controlled Groups

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

29. naming groups with a owner by attribution

    By betheeg, February 4, 2004
    • 11 replies
    • 2.1k views
    • 
    • Archimage
    • February 12, 2004

30. Classification Group for one HCE?

    By Lynn Campbell, November 25, 1998
    • 1 reply
    • 2.1k views
    • 
    • kboyce
    • November 25, 1998

31. Administrative procedural suggestions for discretionary class plans

    By AndyH, February 1, 2002
    • 7 replies
    • 2.1k views
    • 
    • AndyH
    • February 8, 2002

32. Different criteria for allocation for different groups

    By dmb, September 20, 2013
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 23, 2013

33. Age neutral plans?

    By Guest Tom Freeman, September 29, 1998
    • 2 replies
    • 2.1k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

34. Semi-annual allocations, last day required for each period

    By John Feldt ERPA CPC QPA, May 15, 2009
    • 7 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 18, 2012

35. Variation of Last Day Rule

    By jpod, July 30, 2015
    • 11 replies
    • 2.1k views
    • 
    • Kevin C
    • July 30, 2015

36. QSLOB question

    By Guest Bearlee, February 27, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 27, 2007

37. 4-Tier Integrated PS... Must use 100% TWB?

    By Puffinator, June 20, 2022
    • 10 replies
    • 2.1k views
    • 
    • Gary Lesser
    • November 20, 2022

38. Combo Plan design - Too Aggressive?

    By Cloudy, January 9, 2015
    • 9 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2015

39. Software

    By Ervin Barham, August 28, 1998
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • May 5, 1999

40. Corrective Amendment

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

41. Testing a 401(k) w/ new comparability PS plan

    By dmb, February 9, 2005
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 10, 2005

42. What gateway language is needed in the DC document?

    By shERPA, November 22, 2013   

    • Aggregating with a DB
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • April 23, 2014

43. Impute Permitted Disparity

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

44. Compensation Averaging Period For Testing

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

45. Testing a 401(k) plan with multiple eligibility requirements

    By Guest, May 24, 2001
    • 4 replies
    • 2.1k views
    • 
    • jaemmons
    • May 29, 2001

46. Imputed disparity

    By Richard Anderson, September 3, 1999
    • 1 reply
    • 2.1k views
    • 
    • Lorraine Dorsa
    • September 9, 1999

47. Excluding One Child Out of a Family of Owners

    By Guest Jimmy B, April 14, 2003
    • 11 replies
    • 2.1k views
    • 
    • AndyH
    • April 29, 2003

48. Cross Testing with SHNEC and TH minimum

    By Guest KAGrist, May 22, 2007
    • 2 replies
    • 2.1k views
    • 
    • AndyH
    • May 24, 2007

49. Frozen DB plans and New Comp DC

    By buckaroo, November 18, 2013
    • 6 replies
    • 2.1k views
    • 
    • AndyH
    • November 22, 2013

50. The history of cross-testing

    By Guest Matt Hutcheson, August 30, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 6, 1998