Cross-Tested Plans

1,233 topics in this forum

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

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

2. Allocation to Non-key in Age weighted

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

3. 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

4. Age Weighted Plan

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

5. Different Eligibility for Different Sources

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

6. Plan has different entry dates for sources

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

7. When New Comp Allocation Is Worse Than Pro Rata

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

8. Rate Group Membership Determination snapshot

   By Guest ridgecourt2002, February 10, 2010
   • 4 replies
   • 1.3k views
   • 
   • Earl
   • February 28, 2010

9. Cross Testing Failure & Testing requirements

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

10. SHNE Stopped Mid-Year

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

11. Ambiguous Classifications

    By Spencer, February 4, 2010
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • February 24, 2010

12. creative nondiscrimination testing

    By M Norton, February 16, 2010
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • February 18, 2010

13. How to prevent partnership from DQ'd CODA?

    By J Simmons, July 12, 2008
    • 18 replies
    • 4.4k views
    • 
    • 12AX7
    • February 16, 2010

14. Accrued to Date Testing

    By Guest Michele Ciz, February 11, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 12, 2010

15. document language for cross-testing

    By Santo Gold, January 29, 2010
    • 10 replies
    • 1.8k views
    • 
    • BG5150
    • February 1, 2010

16. Combo Testing, bad document drafting, and 11g amendment

    By Dennis Povloski, January 27, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 27, 2010

17. End of year termination of employee

    By Guest Peggy806, January 21, 2010
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • January 22, 2010

18. 3% Safe Harbor 401 K - Cross Testing

    By Guest rdemyan, December 24, 2009
    • 9 replies
    • 3.4k views
    • 
    • Tom Poje
    • January 21, 2010

19. 2 year eligibility and dual entry

    By Dennis Povloski, December 30, 2009
    • 5 replies
    • 1.5k views
    • 
    • Laura Harrington
    • January 5, 2010

20. H.R. 4126 1 2

    By Guest kudler, December 1, 2009
    • 61 replies
    • 8.4k views
    • 
    • drakecohen
    • December 16, 2009

21. Form of Contribution

    By Doghouse, December 11, 2009
    • 0 replies
    • 1.1k views
    • 
    • Doghouse
    • December 11, 2009

22. Top Heavy Minimum Allocation

    By mming, December 1, 2009
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 2, 2009

23. Contributions and Rate Groups

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

24. Component Plan

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

25. Failed 414(s) test, runinng cross tested 401(a)(4) GNT

    By buckaroo, October 16, 2009
    • 8 replies
    • 4.4k views
    • 
    • AndyH
    • October 21, 2009

26. EE of Both in CG, but Plan is for just one ER

    By J Simmons, October 12, 2009
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • October 12, 2009

27. Individual Groups now allowed in Volume Submitter Documents

    By Guest DNH, September 29, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 29, 2009

28. Cross tested plan uses High 3 average compensation

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

29. Permissive Aggregation

    By Dennis Povloski, September 9, 2009
    • 4 replies
    • 2k views
    • 
    • AndyH
    • September 10, 2009

30. software for cross tested calcs

    By Guest Jennyb473, August 3, 2009
    • 5 replies
    • 1.9k views
    • 
    • Bill Presson
    • August 5, 2009

31. No Allocation For HCEs?

    By mming, July 17, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • July 17, 2009

32. Gateway Required?

    By Andy the Actuary, July 10, 2009
    • 2 replies
    • 1.5k views
    • 
    • Andy the Actuary
    • July 12, 2009

33. Retroactive Amendment?

    By Guest notapensiongeek, June 24, 2009
    • 2 replies
    • 2.7k views
    • 
    • BG5150
    • June 25, 2009

34. Change in NRA

    By buckaroo, June 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 24, 2009

35. Rights to allocation

    By dmb, May 28, 2009
    • 4 replies
    • 1.6k views
    • 
    • dmb
    • June 1, 2009

36. minimum gateway for participant only entitled to top heavy?

    By betheeg, March 4, 2003
    • 25 replies
    • 10.1k views
    • 
    • AndyH
    • May 28, 2009

37. Is this a non-safe harbor allocation formula?

    By Earl, May 22, 2009
    • 5 replies
    • 2k views
    • 
    • Earl
    • May 25, 2009

38. EGTRRA Prototype Provision

    By Oh so SIMPLE, May 20, 2009
    • 5 replies
    • 2k views
    • 
    • Bird
    • May 22, 2009

39. Cash Balance 401(a)

    By Guest elang, May 12, 2009
    • 5 replies
    • 2k views
    • 
    • AndyH
    • May 13, 2009

40. DB/DC Rights and Features

    By Guest Rags, May 5, 2009
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • May 5, 2009

41. 11(g) Amendments

    By Laura Harrington, April 16, 2009
    • 36 replies
    • 7.9k views
    • 
    • Kevin C
    • April 30, 2009

42. Another 11g amendment question

    By Laura Harrington, April 24, 2009
    • 0 replies
    • 1.5k views
    • 
    • Laura Harrington
    • April 24, 2009

43. Administrative Aspects

    By Gary, April 22, 2009
    • 4 replies
    • 1.5k views
    • 
    • SheilaD
    • April 24, 2009

44. Giving children a 0% contribution

    By Guest fiddler, April 13, 2009
    • 3 replies
    • 1.7k views
    • 
    • J Simmons
    • April 13, 2009

45. Sole Proprietor and Rate Group Plan

    By Lori Foresz, March 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • ERISAnut
    • March 31, 2009

46. Quest on New Comp allocation to a HCE

    By Guest jc1457, March 30, 2009
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • March 30, 2009

47. Allocation Basis and Gateway

    By Earl, March 13, 2009
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • March 14, 2009

48. Minimum Gateway Question

    By Guest notapensiongeek, March 11, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2009

49. Gateway With dual Eligibility

    By Nate X, March 9, 2009
    • 8 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 10, 2009

50. Component Plans

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