Cross-Tested Plans

1,163 topics in this forum

1. Gateway Minimums

   By ConnieStorer, October 21   

   • db\dc combo plan
   • 2 replies
   • 120 views
   • 
   • ConnieStorer
   • October 22

2. 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
   • 11 replies
   • 441 views
   • 
   • shERPA
   • September 9

3. Calculating EBAR itself

   By Belgarath, August 13
   • 0 replies
   • 177 views
   • 
   • Belgarath
   • August 13

4. Is gateway required

   By Jakyasar, July 1
   • 4 replies
   • 211 views
   • 
   • Jakyasar
   • July 1

5. PS Plan - grouping for a new category

   By Jakyasar, May 2
   • 2 replies
   • 742 views
   • 
   • MWeddell
   • May 12

6. Gateway

   By Becky Schwing, March 30
   • 5 replies
   • 335 views
   • 
   • BG5150
   • April 1

7. Curiosity...

   By Belgarath, March 6
   • 4 replies
   • 495 views
   • 
   • Belgarath
   • March 9

8. Compensation used for Minimum Allocation Gateway

   By LarryDavid, July 6, 2011
   • 8 replies
   • 7,006 views
   • 
   • tghooper
   • February 20

9. 414(s) brain cramp

   By Belgarath, February 18
   • 2 replies
   • 244 views
   • 
   • Belgarath
   • February 19

10. Rate banding

    By Belgarath, February 4
    • 4 replies
    • 533 views
    • 
    • Belgarath
    • February 14

11. cross-tested 401(k) - failing gateway for terminated empoyees

    By M Norton, February 13   

    • cross-tested plan
    • gateway for terminated employees
    • 3 replies
    • 219 views
    • 
    • M Norton
    • February 13

12. cross-testing controlled group and excluding one company

    By TPAnnie, February 12   

    • cross tested,
    • 1 reply
    • 304 views
    • 
    • CuseFan
    • February 12

13. Testing where self-correction involved

    By Belgarath, February 3
    • 3 replies
    • 215 views
    • 
    • JackS
    • February 3

14. Using integrated formula on cross-tested plan

    By Lorraine Steinberg, January 23
    • 18 replies
    • 601 views
    • 
    • Bird
    • January 29

15. Gateway Minimum

    By stephen20, January 25   

    • cross tested
    • profit sharing plan
    • 2 replies
    • 232 views
    • 
    • stephen20
    • January 26

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

    By Cheryl S, January 14
    • 31 replies
    • 773 views
    • 
    • Larry Starr
    • January 21

17. 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
    • 407 views
    • 
    • Mike Preston
    • January 9

18. Rate group failure - correction options 1 2

    By TPApril, August 7, 2019
    • 27 replies
    • 1,018 views
    • 
    • Mike Preston
    • December 24, 2019

19. S-Corp New Comparability 401k plan

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

20. PS Allocations and Otherwise Excludables

    By CuseFan, September 6, 2019
    • 5 replies
    • 1,029 views
    • 
    • Larry Starr
    • September 6, 2019

21. Max ER Alloc % per participant

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

22. Aggregation Required?

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

23. 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
    • 625 views
    • 
    • Tom Poje
    • August 15, 2019

24. Minimum allocation in money purchase plan

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

25. 401(a)4 Failure

    By thepensionmaven, May 9, 2019
    • 12 replies
    • 1,053 views
    • 
    • AndyH
    • May 31, 2019