Cross-Tested Plans

1,233 topics in this forum

1. Cross testing

   By Guest blackdo2, September 16, 2003
   • 8 replies
   • 1.7k views
   • 
   • AndyH
   • September 17, 2003

2. Cross testing

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

3. Cross Testing

   By dmb, August 30, 2013
   • 0 replies
   • 1.8k views
   • 
   • dmb
   • August 30, 2013

4. Cross Testing - Top Paid Group HCEs

   By Guest dick@fbanet.com, November 3, 2004
   • 5 replies
   • 2.3k views
   • 
   • Tom Poje
   • November 3, 2004

5. cross testing - who is in what test?

   By Earl, November 20, 2004
   • 6 replies
   • 1.7k views
   • 
   • Tom Poje
   • November 23, 2004

6. Cross Testing & IRC 404(a)(7)(A)

   By Guest Rob Kobrine, March 22, 2005
   • 4 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • March 23, 2005

7. cross testing & maxing out

   By Chippy, October 26, 2007
   • 4 replies
   • 1.9k views
   • 
   • rcline46
   • October 26, 2007

8. Cross Testing a Controlled Group

   By dmb, February 11, 2003
   • 9 replies
   • 1.7k views
   • 
   • Mike Preston
   • February 11, 2003

9. Cross Testing again

   By pmacduff, February 16, 2012
   • 15 replies
   • 3.7k views
   • 
   • Mike Preston
   • February 22, 2012

10. Cross testing and 401(k) testing

    By Guest csk, March 5, 2004
    • 1 reply
    • 986 views
    • 
    • Mike Preston
    • March 5, 2004

11. cross testing and family attribution - I'm confused.

    By PensionNewbee, March 20, 2003
    • 8 replies
    • 1.4k views
    • 
    • PensionNewbee
    • March 21, 2003

12. Cross Testing and the Gateway

    By buckaroo, November 4, 2008
    • 2 replies
    • 2.8k views
    • 
    • BG5150
    • November 13, 2008

13. Cross testing DC plan for sponsor with DB plan

    By AndyH, January 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • January 16, 2001

14. Cross Testing Failure & Testing requirements

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

15. Cross testing Groups

    By perkinsran, November 7, 2002
    • 5 replies
    • 1.8k views
    • 
    • perkinsran
    • November 8, 2002

16. Cross testing HCEs with no allocation

    By pmacduff, January 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2004

17. Cross Testing Homework or Tutorial

    By Guest nrehme, March 16, 2005
    • 19 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 18, 2005

18. cross testing revisited & Relius

    By pmacduff, October 16, 2008
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 18, 2008

19. Cross testing spreadshet

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

20. Cross testing w/w/o QNEC

    By Guest mparker2028, December 13, 2005
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 13, 2005

21. Cross Testing with Deferrals

    By Guest dpasi, December 6, 2005
    • 9 replies
    • 2.9k views
    • 
    • AndyH
    • December 28, 2005

22. Cross Testing with Permitted Disparity

    By Guest SuzieQNEC, January 24, 2008
    • 8 replies
    • 4.1k views
    • 
    • Guest
    • January 28, 2008

23. Cross Testing with SHNEC and TH minimum

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

24. Cross Testing With Terminated Participants

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

25. Cross Testing without Profit Sharing

    By Nate X, December 15, 2005
    • 6 replies
    • 2.4k views
    • 
    • jquazza
    • December 22, 2005

26. Cross testing, 401(k) SH, top heavy & gateway

    By pmacduff, March 19, 2004
    • 9 replies
    • 2.8k views
    • 
    • K-t-F
    • March 22, 2004

27. Cross Testing/Coverage/ADP Test

    By tjw572, January 20, 2017
    • 3 replies
    • 1.1k views
    • 
    • tjw572
    • March 23, 2017

28. Cross-test group question

    By BG5150, July 25, 2013
    • 6 replies
    • 2k views
    • 
    • 12AX7
    • July 27, 2013

29. cross-tested 401(k) - failing gateway for terminated empoyees

    By M Norton, February 13, 2020   

    • cross-tested plan
    • gateway for terminated employees
    • 4 replies
    • 1.5k views
    • 
    • Jake Wright
    • February 14

30. Cross-Tested 401(k) Plan with Prevailing Wage

    By Guest 4:15 Limit, November 2, 2011
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • November 3, 2011

31. Cross-tested 401k plan uses QNECs to pass the ADP test. Are the QNECs

    By Guest greggi39, February 7, 2003
    • 18 replies
    • 6.8k views
    • 
    • Guest
    • September 11, 2003

32. Cross-tested and safe harbor Plan

    By Guest cxs, May 29, 2003
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • May 29, 2003

33. cross-tested contribution made to one of two plans that are considered brother/sister control group

    By Guest gnappi, March 31, 2004
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • March 31, 2004

34. CROSS-TESTED DESIGN A CODA?

    By KJohnson, May 15, 2003
    • 18 replies
    • 4.1k views
    • 
    • KJohnson
    • May 21, 2003

35. Cross-Tested Document Issue

    By PensionPro, April 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 9, 2008

36. Cross-Tested Formulas in Prototype Plans

    By Laura Harrington, May 23, 2008
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 27, 2008

37. Cross-tested groupings of 1 EE

    By J Simmons, March 19, 2007
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • August 23, 2007

38. Cross-tested groups

    By Guest Ashley, December 22, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 22, 2003

39. Cross-Tested Match for a 401(k) Plan

    By Guest SPollock, June 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 30, 1999

40. Cross-Tested Money Purchase Plan

    By Guest, February 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • AndyH
    • February 16, 2000

41. Cross-Tested notice to Trustee

    By 401(k)athryn, June 11, 2018   

    • new comparability
    • padilla
    • (and 3 more)

      Tagged with:

      • new comparability
      • padilla
      • allocation groups
      • cross-tested
      • trustee notification
    • 17 replies
    • 2.3k views
    • 
    • Earl
    • June 14, 2018

42. Cross-Tested Plan - Does this example need to be tested?

    By DLavigne, May 9, 2012
    • 10 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 11, 2012

43. Cross-tested plan software

    By Guest Dook, September 18, 1999
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • November 7, 1999

44. Cross-Tested Plan Testing

    By Guest slugn, April 18, 2006
    • 6 replies
    • 3k views
    • 
    • Tom Poje
    • April 21, 2006

45. Cross-Tested Plan with no highly compensated employees

    By Guest John Sample, August 23, 2001
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • August 23, 2001

46. Cross-Tested plan with only HCE employeea

    By Guest vqualplan, October 18, 2005
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 18, 2005

47. cross-tested plans

    By HarleyBabe, February 26, 2008
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • February 26, 2008

48. Cross-tested plans and longevity?

    By Shubha, August 12, 2024
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2024

49. Cross-Tested Profit Sharing

    By John Feldt ERPA CPC QPA, May 19, 2008
    • 11 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 27, 2008

50. Cross-tested PS and 401(k) with PEO Plan

    By bcmom, May 19, 2017   

    • profit sharing
    • peo
    • (and 2 more)

      Tagged with:

      • profit sharing
      • peo
      • 401(k)
      • testing
    • 5 replies
    • 975 views
    • 
    • bcmom
    • May 22, 2017