Cross-Tested Plans

1,136 topics in this forum

1. 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
   • 131 views
   • 
   • Mike Preston
   • March 13

2. Minimum Gateway Required

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

3. Allocation Formula change on last day of plan year

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

4. Gateway testing

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

5. Catchups ADP & PS (academic exercise)

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

6. 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
   • 230 views
   • 
   • Tom Poje
   • February 8

7. Permitted Disparity Factor (DB side)

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

8. 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
   • 191 views
   • 
   • shERPA
   • February 1

9. Two Plans / Two NRAs

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

10. Gateway Question

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

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

    By Rob P, June 7, 2013
    • 6 replies
    • 2,438 views
    • 
    • figure 8
    • January 17

12. Gateway to otherwise excludable

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

13. Include Participant in Cross-Testing?

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

14. Normal Retirement Age Just 55

    • 1
    • 2

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

15. General Test Question

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

16. Integrated allocation in Cross tested plan

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

17. Return of 403b employee deferral??

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

18. Excluding Union employees from testing

    By dmb, October 11, 2018
    • 1 reply
    • 253 views
    • 
    • Kevin C
    • October 12, 2018

19. Short Plan Year and Imputed Disparity

    By msmith, September 7, 2018
    • 5 replies
    • 306 views
    • 
    • ETA Consulting LLC
    • September 14, 2018

20. Actuarial/Mortality Table and cross testing.

    By Chippy, June 4, 2018
    • 5 replies
    • 502 views
    • 
    • shERPA
    • September 7, 2018

21. Reallocated Forfeitures

    By mming, July 20, 2018
    • 6 replies
    • 467 views
    • 
    • Mike Preston
    • August 25, 2018

22. Who's in a Rate Group?

    By Towanda, August 8, 2018   

    • cross testing
    • 3 replies
    • 296 views
    • 
    • Towanda
    • August 8, 2018

23. Mid-Yr Entrant, zero "elig" compensation

    By cheersmate, July 18, 2018   

    • cross-tested plan
    • comp excl pre-pptn
    • (and 4 more)

      Tagged with:

      • cross-tested plan
      • comp excl pre-pptn
      • top heavy
      • gateway minimum
      • zero elig pay
      • ebar
    • 5 replies
    • 231 views
    • 
    • cheersmate
    • July 18, 2018

24. General Non-Discrimination Testing

    By Towanda, June 14, 2018   

    • integrated
    • cash balance
    • (and 1 more)

      Tagged with:

      • integrated
      • cash balance
      • combo plans
    • 5 replies
    • 416 views
    • 
    • Larry Starr
    • June 15, 2018

25. 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
    • 547 views
    • 
    • Earl
    • June 14, 2018