Cross-Tested Plans

1,094 topics in this forum

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

   By Dougsbpc, June 15
   • 3 replies
   • 141 views
   • 
   • Mike Preston
   • June 16

2. Davis Bacon ER contribution Offsets

   By tjw572, March 23
   • 7 replies
   • 395 views
   • 
   • John Feldt ERPA CPC QPA
   • June 7

3. Imputed Disparity and Safe Harbor

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

4. 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
   • 172 views
   • 
   • bcmom
   • May 22

5. New client with an idea

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

6. Cross Testing/Coverage/ADP Test

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

7. Cross Tested Final Short Plan Year

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

8. Permitted Disparity Factor (DB side)

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

9. Cross Tested, Gateway and Component plans

   By rcline46, February 23   

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

10. Terminated participant in Prior year & gateway

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

11. Young doctor blowing up CB/DC testing

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

12. Minimum gateway calculation example

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

13. Number of Allocation Rates in Cross Tested Plan

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

14. Excludable from ABT?

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

15. Testing assumptions

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

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

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

17. Compensation for ABPT

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

18. Different eligibility for deferral and match

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

19. Voluntary after-tax contributions Schedule C

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

20. New Comp plan, coverage, and ABT

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

21. Many participants receiving $0 allocation. No HCEs in plan

    By dmb, October 5, 2016
    • 2 replies
    • 521 views
    • 
    • My 2 cents
    • October 5, 2016

22. minimum gateway clarification - the 1/3% test

    By TPApril, October 1, 2016
    • 2 replies
    • 378 views
    • 
    • John Feldt ERPA CPC QPA
    • October 4, 2016

23. ERISA 403(b) plan - general test for coverage

    By Belgarath, August 22, 2016
    • 3 replies
    • 537 views
    • 
    • Tom Poje
    • August 23, 2016

24. 415 limit and allocation to spouse HCEs

    By M Norton, August 15, 2016   

    • 415 limit
    • spouse HCEs
    • 2 replies
    • 412 views
    • 
    • K2retire
    • August 16, 2016

25. Prevailing Wage and SH Match, who gets the Gateway?

    By Towanda, April 12, 2016   

    • Davis-Bacon
    • Prevailing Wage
    • (and 1 more)

      Tagged with:

      • Davis-Bacon
      • Prevailing Wage
      • Gateway Minimum
    • 9 replies
    • 945 views
    • 
    • Towanda
    • June 23, 2016