Cross-Tested Plans

1,233 topics in this forum

1. creative nondiscrimination testing

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

2. Accrued to Date Testing

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

3. Rate Group Membership Determination snapshot

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

4. Ambiguous Classifications

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

5. document language for cross-testing

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

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

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

7. End of year termination of employee

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

8. 2 year eligibility and dual entry

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

9. 3% Safe Harbor 401 K - Cross Testing

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

10. Form of Contribution

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

11. Top Heavy Minimum Allocation

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

12. H.R. 4126 1 2

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

13. Contributions and Rate Groups

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

14. Component Plan

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

15. 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

16. 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

17. Individual Groups now allowed in Volume Submitter Documents

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

18. Cross tested plan uses High 3 average compensation

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

19. Permissive Aggregation

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

20. software for cross tested calcs

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

21. No Allocation For HCEs?

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

22. Gateway Required?

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

23. Retroactive Amendment?

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

24. Change in NRA

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

25. Cross testing spreadshet

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

26. Rights to allocation

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

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

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

28. EGTRRA Prototype Provision

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

29. 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

30. Cash Balance 401(a)

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

31. DB/DC Rights and Features

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

32. Another 11g amendment question

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

33. Administrative Aspects

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

34. 11(g) Amendments

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

35. Giving children a 0% contribution

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

36. Sole Proprietor and Rate Group Plan

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

37. Quest on New Comp allocation to a HCE

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

38. Allocation Basis and Gateway

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

39. Minimum Gateway Question

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

40. Gateway With dual Eligibility

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

41. Minimum Allocation Gateway + 3% SH NEC

    By Cynchbeast, February 25, 2009
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 25, 2009

42. Can an 11g amendment add ineligibles?

    By Dougsbpc, February 18, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 18, 2009

43. 3%-of-pay SH NEC as gateway for 9% for HCEs?

    By J Simmons, February 13, 2009
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • February 13, 2009

44. Cross Tested ABR

    By perkinsran, February 11, 2009
    • 9 replies
    • 2k views
    • 
    • perkinsran
    • February 13, 2009

45. Changing Mortality Table from year to year

    By KSBRPEN, January 23, 2009
    • 8 replies
    • 2k views
    • 
    • J Simmons
    • January 26, 2009

46. 2 groups / corrective amendment for NHCE only?

    By TPAnnie, January 20, 2009
    • 3 replies
    • 1.3k views
    • 
    • TPAnnie
    • January 21, 2009

47. Mortality tables for cross tested plans

    By Guest Peggy806, January 9, 2009
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • January 15, 2009

48. Basic question on Prototype LRM

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 22, 2008

49. HCE lookback comp

    By dmb, December 17, 2008
    • 3 replies
    • 2.8k views
    • 
    • JanetM
    • December 18, 2008

50. 4-tier integration, 3% SH, cross-test

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