Cross-Tested Plans

1,150 topics in this forum

1. Use cross tested formula when document calls for integrated 1 2

   By Cheryl S, Tuesday at 06:39 PM
   • 26 replies
   • 301 views
   • 
   • Mike Preston
   • 23 hours ago

2. 3%SHNEC for NHCES and 9%PS for Owners ok?

   By cheersmate, March 13, 2019   

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

     Tagged with:

     • cross-tested
     • 3%shnec
     • individual rgs
   • 5 replies
   • 296 views
   • 
   • Mike Preston
   • January 9

3. Rate group failure - correction options 1 2

   By TPApril, August 7, 2019
   • 27 replies
   • 825 views
   • 
   • Mike Preston
   • December 24, 2019

4. S-Corp New Comparability 401k plan

   By dmb, October 31, 2019
   • 6 replies
   • 862 views
   • 
   • spiritrider
   • November 22, 2019

5. PS Allocations and Otherwise Excludables

   By CuseFan, September 6, 2019
   • 5 replies
   • 909 views
   • 
   • Larry Starr
   • September 6, 2019

6. Max ER Alloc % per participant

   By jmartinrps, September 3, 2019
   • 1 reply
   • 182 views
   • 
   • Mike Preston
   • September 3, 2019

7. Aggregation Required?

   By Dougsbpc, August 22, 2019
   • 1 reply
   • 176 views
   • 
   • Mike Preston
   • August 22, 2019

8. which interest rate and mortality table

   By M Norton, February 6, 2019   

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

     Tagged with:

     • cross-testing
     • interest rate
     • mortality table
   • 6 replies
   • 480 views
   • 
   • Tom Poje
   • August 15, 2019

9. Minimum allocation in money purchase plan

   By dmb, July 30, 2019
   • 5 replies
   • 242 views
   • 
   • CuseFan
   • July 31, 2019

10. 401(a)4 Failure

    By thepensionmaven, May 9, 2019
    • 12 replies
    • 738 views
    • 
    • AndyH
    • May 31, 2019

11. SH401k w PS: Employer Deposit is late

    By cheersmate, May 16, 2019
    • 11 replies
    • 350 views
    • 
    • cheersmate
    • May 20, 2019

12. Not sure on this one.....

    By Bri, May 16, 2019
    • 4 replies
    • 314 views
    • 
    • Bri
    • May 17, 2019

13. Does QNEC to pass ADP trigger gateway?

    By BG5150, May 1, 2019
    • 5 replies
    • 417 views
    • 
    • Tom Poje
    • May 1, 2019

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

    By tghooper, April 12, 2019
    • 2 replies
    • 321 views
    • 
    • tghooper
    • April 12, 2019

15. Compensation - from Participation Date

    By msmith, April 1, 2019
    • 1 reply
    • 351 views
    • 
    • C. B. Zeller
    • April 2, 2019

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

    By hch4cpa, March 29, 2019
    • 7 replies
    • 387 views
    • 
    • JackS
    • March 29, 2019

17. Partner's "Pay"

    By Guest Grumpy456, March 24, 2008
    • 14 replies
    • 2,584 views
    • 
    • tghooper
    • March 29, 2019

18. Minimum Gateway Required

    By Logan401, March 1, 2019
    • 12 replies
    • 604 views
    • 
    • Kevin C
    • March 12, 2019

19. Allocation Formula change on last day of plan year

    By JustnERPA, March 6, 2019
    • 2 replies
    • 341 views
    • 
    • Doc Ument
    • March 7, 2019

20. Gateway testing

    By Chippy, March 5, 2019
    • 7 replies
    • 263 views
    • 
    • Chippy
    • March 5, 2019

21. Catchups ADP & PS (academic exercise)

    By BG5150, February 28, 2019
    • 10 replies
    • 462 views
    • 
    • austin3515
    • March 5, 2019

22. Permitted Disparity Factor (DB side)

    By Vlad401k, February 28, 2017
    • 4 replies
    • 790 views
    • 
    • jim241
    • February 1, 2019

23. Cross Tested 401kPS w 3%SH

    By cheersmate, January 29, 2019   

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

      Tagged with:

      • bottom up allocation
      • cross tested ps
      • safe harbor 401k
    • 7 replies
    • 289 views
    • 
    • shERPA
    • February 1, 2019

24. Two Plans / Two NRAs

    By austin3515, January 31, 2019
    • 6 replies
    • 236 views
    • 
    • austin3515
    • January 31, 2019

25. Gateway Question

    By Dougsbpc, January 21, 2019
    • 1 reply
    • 352 views
    • 
    • Tom Poje
    • January 21, 2019