Cross-Tested Plans

1,214 topics in this forum

1. Affiliated Service Group - 401(a)(4) / Gateway Testing for owner earning income in two entities

   By Towanda, May 8
   • 4 replies
   • 143 views
   • 
   • Towanda
   • May 17

2. Can I do an 11-g amendment in this case?

   By BG5150, April 10
   • 13 replies
   • 366 views
   • 
   • Paul I
   • April 17

3. Testing Failure

   By dneterr, March 1
   • 6 replies
   • 388 views
   • 
   • Nate S
   • March 14

4. Restructuring

   By R. Butler, February 12
   • 9 replies
   • 334 views
   • 
   • truphao
   • February 14

5. Average Benefit Test and Rate Group Test

   By Coleboy1, January 25
   • 8 replies
   • 509 views
   • 
   • Bird
   • January 27

6. Non-Excludable Employees with $0.00 Allocations?

   By Logan401, January 24
   • 5 replies
   • 266 views
   • 
   • C. B. Zeller
   • January 24

7. Prevailing wages and 401(a)(4)

   By Indu, December 3, 2022
   • 4 replies
   • 565 views
   • 
   • C. B. Zeller
   • December 5, 2022

8. 4-Tier Integrated PS... Must use 100% TWB?

   By Puffinator, June 20, 2022
   • 10 replies
   • 588 views
   • 
   • Gary Lesser
   • November 20, 2022

9. Using ABPT to pass Coverage

   By Dougsbpc, July 11, 2022
   • 3 replies
   • 617 views
   • 
   • DBnme
   • August 26, 2022

10. Restructuring into component plans

    By Will.I.Am, June 27, 2022
    • 10 replies
    • 394 views
    • 
    • Gilmore
    • June 30, 2022

11. Two DC plans - gateway coordination

    By John Feldt ERPA CPC QPA, February 5, 2021
    • 4 replies
    • 429 views
    • 
    • Will.I.Am
    • June 27, 2022

12. Safe Harbor Cross-Tested Plan - forfeitures triggering 3%

    By cheersmate, June 9, 2022   

    • safe harbor 401k
    • top heavy minimum
    • (and 1 more)

      Tagged with:

      • safe harbor 401k
      • top heavy minimum
      • forfeitures
    • 2 replies
    • 261 views
    • 
    • cheersmate
    • June 9, 2022

13. Terminated employees with no vesting

    By Will.I.Am, May 11, 2022
    • 19 replies
    • 554 views
    • 
    • Belgarath
    • May 19, 2022

14. Testing Compensation

    By Cloudy, May 9, 2022
    • 2 replies
    • 266 views
    • 
    • 401kology
    • May 10, 2022

15. 2 plans with 2-year eligibility

    By Bri, April 18, 2022
    • 3 replies
    • 248 views
    • 
    • Mike Preston
    • April 20, 2022

16. Safe Harbor Matching 401k - Bifurcate Testing?

    By cheersmate, April 1, 2022   

    • safe harbor plan
    • 3 replies
    • 371 views
    • 
    • CuseFan
    • April 4, 2022

17. Multiple Formulas?

    By Becky Schwing, March 25, 2022
    • 6 replies
    • 276 views
    • 
    • C. B. Zeller
    • March 27, 2022

18. Cross Test with SHNEC - Max Profit Sharing to HCE and 0 to NHCE

    By MP CPC, March 23, 2022
    • 3 replies
    • 254 views
    • 
    • CuseFan
    • March 24, 2022

19. 403(b) by doctor at hospital - effects on his practice's DB/DC combo.

    By Bri, March 16, 2022
    • 2 replies
    • 623 views
    • 
    • Bri
    • March 18, 2022

20. Make a top heavy contribution in a non-top heavy plan

    By ERISA Philomath, March 16, 2022
    • 1 reply
    • 201 views
    • 
    • C. B. Zeller
    • March 16, 2022

21. $0.00 Allocations?

    By Logan401, February 25, 2022
    • 8 replies
    • 649 views
    • 
    • acm_acm
    • March 1, 2022

22. Increasing PS Cross Tested Percentage to pass Testing for a Participant who worked less than 1000 hours but the plan has 1000 hour and last day requirement

    By Dawn Marlar, February 24, 2022
    • 7 replies
    • 532 views
    • 
    • chc93
    • February 28, 2022

23. Short Plan Year?

    By Logan401, February 25, 2022
    • 6 replies
    • 431 views
    • 
    • Nate S
    • February 28, 2022

24. Last Day Rule but Wants to Allocate Terminated Participants

    By Logan401, February 19, 2022
    • 13 replies
    • 449 views
    • 
    • Logan401
    • February 21, 2022

25. Average Benefits Test

    By mming, January 29, 2022
    • 3 replies
    • 360 views
    • 
    • Mike Preston
    • January 31, 2022