Cross-Tested Plans

1,203 topics in this forum

1. Terminated employees with no vesting

   By Will.I.Am, May 11
   • 19 replies
   • 387 views
   • 
   • Belgarath
   • May 19

2. Testing Compensation

   By Cloudy, May 9
   • 2 replies
   • 161 views
   • 
   • 401kology
   • May 10

3. 2 plans with 2-year eligibility

   By Bri, April 18
   • 3 replies
   • 166 views
   • 
   • Mike Preston
   • April 20

4. Safe Harbor Matching 401k - Bifurcate Testing?

   By cheersmate, April 1   

   • safe harbor plan
   • 3 replies
   • 186 views
   • 
   • CuseFan
   • April 4

5. Multiple Formulas?

   By Becky Schwing, March 25
   • 6 replies
   • 181 views
   • 
   • C. B. Zeller
   • March 27

6. Cross Test with SHNEC - Max Profit Sharing to HCE and 0 to NHCE

   By MP CPC, March 23
   • 3 replies
   • 163 views
   • 
   • CuseFan
   • March 24

7. 403(b) by doctor at hospital - effects on his practice's DB/DC combo.

   By Bri, March 16
   • 2 replies
   • 216 views
   • 
   • Bri
   • March 18

8. Make a top heavy contribution in a non-top heavy plan

   By ERISA Philomath, March 16
   • 1 reply
   • 136 views
   • 
   • C. B. Zeller
   • March 16

9. $0.00 Allocations?

   By Logan401, February 25
   • 8 replies
   • 330 views
   • 
   • acm_acm
   • March 1

10. Increasing PS Cross Tested Percentage to pass Testing for a Participant who worked less than 1000 hours but the plan has 1000 hour and last day requirement

    By Dawn Marlar, February 24
    • 7 replies
    • 190 views
    • 
    • chc93
    • February 28

11. Short Plan Year?

    By Logan401, February 25
    • 6 replies
    • 319 views
    • 
    • Nate S
    • February 28

12. Last Day Rule but Wants to Allocate Terminated Participants

    By Logan401, February 19
    • 13 replies
    • 359 views
    • 
    • Logan401
    • February 21

13. Average Benefits Test

    By mming, January 29
    • 3 replies
    • 250 views
    • 
    • Mike Preston
    • January 31

14. Prevailing Wage + 401(a)

    By #toomanyrules, January 18
    • 4 replies
    • 193 views
    • 
    • Bri
    • January 20

15. Sources for average benefit test

    By steve45, January 12
    • 1 reply
    • 151 views
    • 
    • BG5150
    • January 12

16. Bifurcated Testing for Cross Tested Safe Harbor 401k

    By cheersmate, December 18, 2021
    • 7 replies
    • 221 views
    • 
    • Mike Preston
    • December 20, 2021

17. Testing 2 plans with different year ends

    By Dougsbpc, October 22, 2021
    • 2 replies
    • 332 views
    • 
    • C. B. Zeller
    • October 22, 2021

18. MP Plan - Defined Groups - list in SPD?

    By TPApril, September 29, 2021
    • 3 replies
    • 293 views
    • 
    • Peter Gulia
    • September 30, 2021

19. 401(a)(4) testing using attained age or age nearest

    By chc93, July 8, 2021
    • 3 replies
    • 389 views
    • 
    • CuseFan
    • July 9, 2021

20. 415 vs catchup (again!)

    By pmacduff, March 4, 2021
    • 8 replies
    • 901 views
    • 
    • Suzanne85
    • July 9, 2021

21. Class allocated profit sharing with last day of year employment condition

    By Tom, June 28, 2021
    • 6 replies
    • 377 views
    • 
    • C. B. Zeller
    • June 30, 2021

22. New Comparability Contributions - made throughout the year

    By AlwaysLearning, June 23, 2021
    • 5 replies
    • 292 views
    • 
    • Mike Preston
    • June 24, 2021

23. electing not to receive an allocation

    By 52626, June 11, 2021
    • 12 replies
    • 502 views
    • 
    • Luke Bailey
    • June 19, 2021

24. 415(c) and Administering the Mega Backdoor Roth for 401(k) and ESOP Plans

    By Cardscrazy, April 29, 2021   

    • esop
    • 401k
    • (and 2 more)

      Tagged with:

      • esop
      • 401k
      • roth 401(k)
      • 415(c)
    • 2 replies
    • 298 views
    • 
    • Cardscrazy
    • May 4, 2021

25. Deemed CODA concern - profit sharing contribution taken into account for partnership distribution

    By Moosen14, April 27, 2021
    • 6 replies
    • 651 views
    • 
    • Luke Bailey
    • April 27, 2021