Cross-Tested Plans

1,143 topics in this forum

1. 401(a)4 Failure

   By thepensionmaven, May 9
   • 12 replies
   • 518 views
   • 
   • AndyH
   • May 31

2. SH401k w PS: Employer Deposit is late

   By cheersmate, May 16
   • 11 replies
   • 249 views
   • 
   • cheersmate
   • May 20

3. Not sure on this one.....

   By Bri, May 16
   • 4 replies
   • 221 views
   • 
   • Bri
   • May 17

4. Does QNEC to pass ADP trigger gateway?

   By BG5150, May 1
   • 5 replies
   • 307 views
   • 
   • Tom Poje
   • May 1

5. Refund of 415 limit due to crediting rule and ABT

   By tghooper, April 12
   • 2 replies
   • 251 views
   • 
   • tghooper
   • April 12

6. Compensation - from Participation Date

   By msmith, April 1
   • 1 reply
   • 262 views
   • 
   • C. B. Zeller
   • April 2

7. Cross Tested 401(k)/Profit Sharing Plan

   By hch4cpa, March 29
   • 7 replies
   • 285 views
   • 
   • JackS
   • March 29

8. Partner's "Pay"

   By Guest Grumpy456, March 24, 2008
   • 14 replies
   • 2,479 views
   • 
   • tghooper
   • March 29

9. 3%SHNEC for NHCES and 9%PS for Owners ok?

   By cheersmate, March 13   

   • cross-tested
   • 3%shnec
   • (and 1 more)

     Tagged with:

     • cross-tested
     • 3%shnec
     • individual rgs
   • 3 replies
   • 193 views
   • 
   • Mike Preston
   • March 13

10. Minimum Gateway Required

    By Logan401, March 1
    • 12 replies
    • 459 views
    • 
    • Kevin C
    • March 12

11. Allocation Formula change on last day of plan year

    By JustnERPA, March 6
    • 2 replies
    • 272 views
    • 
    • Doc Ument
    • March 7

12. Gateway testing

    By Chippy, March 5
    • 7 replies
    • 177 views
    • 
    • Chippy
    • March 5

13. Catchups ADP & PS (academic exercise)

    By BG5150, February 28
    • 10 replies
    • 390 views
    • 
    • austin3515
    • March 5

14. which interest rate and mortality table

    By M Norton, February 6   

    • cross-testing
    • interest rate
    • (and 1 more)

      Tagged with:

      • cross-testing
      • interest rate
      • mortality table
    • 4 replies
    • 304 views
    • 
    • Tom Poje
    • February 8

15. Permitted Disparity Factor (DB side)

    By Vlad401k, February 28, 2017
    • 4 replies
    • 689 views
    • 
    • jim241
    • February 1

16. Cross Tested 401kPS w 3%SH

    By cheersmate, January 29   

    • bottom up allocation
    • cross tested ps
    • (and 1 more)

      Tagged with:

      • bottom up allocation
      • cross tested ps
      • safe harbor 401k
    • 7 replies
    • 228 views
    • 
    • shERPA
    • February 1

17. Two Plans / Two NRAs

    By austin3515, January 31
    • 6 replies
    • 156 views
    • 
    • austin3515
    • January 31

18. Gateway Question

    By Dougsbpc, January 21
    • 1 reply
    • 228 views
    • 
    • Tom Poje
    • January 21

19. DB/DC 401(a)(4) Testing Age

    By Rob P, June 7, 2013
    • 6 replies
    • 2,522 views
    • 
    • figure 8
    • January 17

20. Gateway to otherwise excludable

    By BG5150, January 8
    • 20 replies
    • 518 views
    • 
    • duckthing
    • January 16

21. Include Participant in Cross-Testing?

    By mming, January 10
    • 7 replies
    • 343 views
    • 
    • Bri
    • January 14

22. Normal Retirement Age Just 55 1 2

    By austin3515, December 26, 2018
    • 26 replies
    • 409 views
    • 
    • AndyH
    • December 27, 2018

23. General Test Question

    By Dougsbpc, December 15, 2018
    • 3 replies
    • 241 views
    • 
    • Larry Starr
    • December 18, 2018

24. Integrated allocation in Cross tested plan

    By Karen McIver, November 20, 2018
    • 3 replies
    • 363 views
    • 
    • Karen McIver
    • December 3, 2018

25. Return of 403b employee deferral??

    By dmb, October 18, 2018
    • 2 replies
    • 290 views
    • 
    • PensionPro
    • October 22, 2018