Cross-Tested Plans

1,098 topics in this forum

1. Required minimum PS not made!

   By mefrancis1729, Thursday at 02:49 PM
   • 11 replies
   • 119 views
   • 
   • Lou S.
   • 20 hours ago

2. CB/DC with PEO

   By Cloudy, September 13
   • 2 replies
   • 246 views
   • 
   • Cloudy
   • September 14

3. Points based service based allocation

   By dmb, August 11
   • 5 replies
   • 348 views
   • 
   • dmb
   • August 14

4. equity and non equity partners

   By Chippy, December 1, 2014
   • 14 replies
   • 1,462 views
   • 
   • Mike Preston
   • August 3

5. Age Weighted Profit Sharing Allocation

   By tjw572, July 27   

   • age weighted
   • 1 reply
   • 196 views
   • 
   • Tom Poje
   • July 28

6. Davis Bacon ER contribution Offsets

   By tjw572, March 23
   • 8 replies
   • 501 views
   • 
   • tjw572
   • July 27

7. General Test for One Plan but not the other?

   By Dougsbpc, June 15
   • 6 replies
   • 447 views
   • 
   • Dougsbpc
   • July 9

8. Imputed Disparity and Safe Harbor

   By pjb1835, June 6
   • 1 reply
   • 162 views
   • 
   • Mike Preston
   • June 6

9. Cross-tested PS and 401(k) with PEO Plan

   By bcmom, May 19   

   • profit sharing
   • peo
   • (and 2 more)

     Tagged with:

     • profit sharing
     • peo
     • 401(k)
     • testing
   • 5 replies
   • 252 views
   • 
   • bcmom
   • May 22

10. New client with an idea

    By buckaroo, April 21
    • 8 replies
    • 473 views
    • 
    • Tom Poje
    • April 25

11. Cross Testing/Coverage/ADP Test

    By tjw572, January 20
    • 3 replies
    • 462 views
    • 
    • tjw572
    • March 23

12. Cross Tested Final Short Plan Year

    By PFranckowiak, March 7
    • 2 replies
    • 295 views
    • 
    • Mike Preston
    • March 13

13. Permitted Disparity Factor (DB side)

    By Vlad401k, February 28
    • 3 replies
    • 293 views
    • 
    • Vlad401k
    • March 1

14. Cross Tested, Gateway and Component plans

    By rcline46, February 23   

    • component
    • 5 replies
    • 256 views
    • 
    • Tom Poje
    • February 23

15. Terminated participant in Prior year & gateway

    By Chippy, February 21
    • 9 replies
    • 314 views
    • 
    • Chippy
    • February 22

16. Young doctor blowing up CB/DC testing

    By cohendrake, February 17
    • 4 replies
    • 330 views
    • 
    • BG5150
    • February 17

17. Minimum gateway calculation example

    By cohendrake, February 11
    • 1 reply
    • 285 views
    • 
    • Tom Poje
    • February 13

18. Number of Allocation Rates in Cross Tested Plan

    By Vlad401k, February 8
    • 1 reply
    • 274 views
    • 
    • Belgarath
    • February 8

19. Excludable from ABT?

    By BG5150, February 7
    • 6 replies
    • 270 views
    • 
    • Mike Preston
    • February 8

20. Testing assumptions

    By JPIngold, January 29
    • 2 replies
    • 251 views
    • 
    • JPIngold
    • January 29

21. Term less than 500 hours--not in General test?

    By BG5150, January 6
    • 1 reply
    • 476 views
    • 
    • Tom Poje
    • January 9

22. Compensation for ABPT

    By pholosofizer, January 6
    • 7 replies
    • 301 views
    • 
    • pholosofizer
    • January 6

23. Different eligibility for deferral and match

    By FAPInJax, December 22, 2016
    • 4 replies
    • 465 views
    • 
    • FAPInJax
    • December 22, 2016

24. Voluntary after-tax contributions Schedule C

    By mefrancis1729, November 29, 2016
    • 4 replies
    • 533 views
    • 
    • AndyH
    • December 9, 2016

25. New Comp plan, coverage, and ABT

    By buckaroo, November 7, 2016
    • 16 replies
    • 790 views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2016