Cross-Tested Plans

1,234 topics in this forum

1. Safe Harbor Plan Uses Component Plans and Imputes Disparity

   By John Feldt ERPA CPC QPA, July 9, 2013
   • 3 replies
   • 2.1k views
   • 
   • John Feldt ERPA CPC QPA
   • July 9, 2013

2. When is contribution notice to Trustee required?

   By Guest LMalone, May 3, 1999
   • 1 reply
   • 2.1k views
   • 
   • Tom Poje
   • May 11, 1999

3. Incentive/Bonus Tied to Profit Sharing

   By Guest wolfpack, June 9, 1999
   • 2 replies
   • 2.1k views
   • 
   • Dowist
   • June 9, 1999

4. Frozen DB plans and New Comp DC

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

5. Opting Out vs Testing

   By DP, July 27, 2004
   • 5 replies
   • 2.1k views
   • 
   • DP
   • August 20, 2004

6. Comparability Plan Formula

   By Guest laurasbay, October 30, 2007
   • 3 replies
   • 2.1k views
   • 
   • Tom Poje
   • October 31, 2007

7. Cross Tested ABR

   By perkinsran, February 11, 2009
   • 9 replies
   • 2.1k views
   • 
   • perkinsran
   • February 13, 2009

8. Ramification of -11g amendment

   By jquazza, September 30, 2015
   • 11 replies
   • 2.1k views
   • 
   • Mike Preston
   • October 2, 2015

9. What contributions do you include for Cross-tested Gateway?

   By John A, March 10, 2002
   • 3 replies
   • 2.1k views
   • 
   • Mike Preston
   • March 12, 2002

10. Compensation to use for testing

    By Blinky the 3-eyed Fish, January 13, 2004
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 18, 2004

11. Accrued-to-date testing

    By BG5150, April 15, 2016
    • 7 replies
    • 2.1k views
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    • AndyH
    • April 18, 2016

12. Termed Participants on Relius

    By Guest IBlameTedBenna, February 15, 2006
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • February 15, 2006

13. Cross-tested and safe harbor Plan

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

14. Cross test fails

    By Monica Barnard, January 31, 2008
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • February 1, 2008

15. IMPUTED DISPARITY IN CROSS TESTED 401(k) PS

    By pmacduff, August 25, 2004
    • 4 replies
    • 2k views
    • 
    • pmacduff
    • August 25, 2004

16. Mandatory aggregation?

    By Guest ksumner, December 6, 1999
    • 2 replies
    • 2k views
    • 
    • Tot
    • December 7, 1999

17. Repeal of cross tested plans?

    By Guest John McLeod, September 29, 2000
    • 8 replies
    • 2k views
    • 
    • Guest
    • October 9, 2000

18. Permissive Aggregation

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

19. Cross-test group question

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

20. Gateway must be met if ABT done as benefits?

    By Guest dietpepsi, July 16, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 17, 2008

21. EGTRRA Prototype Provision

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

22. New Comp / Safe Harbor 401(k)

    By Guest AJM 34, April 19, 2007
    • 2 replies
    • 2k views
    • 
    • J Simmons
    • April 19, 2007

23. 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

24. Cross tested top heavy plan

    By Guest cynthiar, February 24, 2004
    • 12 replies
    • 2k views
    • 
    • jquazza
    • March 6, 2004

25. cross-testing, egtrra 25% ps limit, penalty for not having surety bond

    By Guest Donna Neuhauser, November 6, 2001
    • 4 replies
    • 2k views
    • 
    • Lynn Campbell
    • November 7, 2001

26. Restructuring and PS/401(k) combined plan

    By AndyH, December 15, 2004
    • 2 replies
    • 2k views
    • 
    • jaemmons
    • January 11, 2005

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

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

28. gateway contributions and double counting the 3%

    By Guest lworthington, August 5, 2002
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • August 6, 2002

29. Cash Balance 401(a)

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

30. Possible to have no HCEs?

    By Guest Effie Clark, November 8, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 9, 2001

31. Smooth Method in Creating Rate Groups

    By Guest TracyAndrews, June 27, 2001
    • 4 replies
    • 2k views
    • 
    • AndyH
    • July 2, 2001

32. Mortality tables for cross tested plans

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

33. Potential age discrimination in cross-tested plan?

    By Guest mo again, January 3, 2001
    • 13 replies
    • 2k views
    • 
    • Kirk Maldonado
    • January 10, 2001

34. Defining rate groups

    By Guest kjungkin, June 29, 2004
    • 11 replies
    • 2k views
    • 
    • Guest
    • July 1, 2004

35. who to include in 401a4 test?

    By Guest David M. Lipkin, July 19, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • July 19, 2002

36. Cross tested 403(b)? Are the rules the same?

    By AndyH, February 15, 2001
    • 2 replies
    • 2k views
    • 
    • AndyH
    • February 15, 2001

37. Target Benefit Funding Amount?

    By Jed Macy, July 12, 2001
    • 8 replies
    • 2k views
    • 
    • AndyH
    • August 1, 2001

38. Interst Rate Assumption

    By blue, August 17, 2005
    • 8 replies
    • 2k views
    • 
    • ak2ary
    • August 24, 2005

39. Adding Last Day Requirement

    By dmb, March 24, 2011
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 24, 2011

40. Using the kids to help test results

    By Guest JPIngold, December 9, 2011
    • 8 replies
    • 2k views
    • 
    • J Simmons
    • December 13, 2011

41. Component Plan

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

42. Otherwise Excludible Employee Rule

    By Guest cease, July 15, 2004
    • 2 replies
    • 2k views
    • 
    • ak2ary
    • July 20, 2004

43. 20% income tax withholding

    By Guest Tamra, November 19, 1998
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • November 25, 1998

44. Life Insurance in qualified plans - Policy Loan

    By Guest allanH, November 12, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • November 25, 2002

45. Smoothly Increasing - regular intervals

    By dmb, January 26, 2006
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • January 26, 2006

46. Changing Mortality Table from year to year

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

47. Top heavy plan with early participation...

    By jaemmons, June 8, 2004
    • 8 replies
    • 2k views
    • 
    • Tom Poje
    • June 9, 2004

48. Deemed CODA concern - profit sharing contribution taken into account for partnership distribution

    By Moosen14, April 27, 2021
    • 6 replies
    • 2k views
    • 
    • Luke Bailey
    • April 27, 2021

49. Can you use SSRA for testing even if AA defines the plan's NRA as unif

    By Guest nellans, January 13, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 17, 2000

50. Defined Benefit Replacement Allocations

    By dmb, April 24, 2006
    • 4 replies
    • 2k views
    • 
    • rcline46
    • April 25, 2006