Cross-Tested Plans

1,159 topics in this forum

1. Gateway

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

2. Curiosity...

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

3. Compensation used for Minimum Allocation Gateway

   By LarryDavid, July 6, 2011
   • 8 replies
   • 6,467 views
   • 
   • tghooper
   • February 20

4. 414(s) brain cramp

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

5. Rate banding

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

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

   By M Norton, February 13   

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

7. cross-testing controlled group and excluding one company

   By TPAnnie, February 12   

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

8. Testing where self-correction involved

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

9. Using integrated formula on cross-tested plan

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

10. Gateway Minimum

    By stephen20, January 25   

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

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

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

12. 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
    • 347 views
    • 
    • Mike Preston
    • January 9

13. Rate group failure - correction options 1 2

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

14. S-Corp New Comparability 401k plan

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

15. PS Allocations and Otherwise Excludables

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

16. Max ER Alloc % per participant

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

17. Aggregation Required?

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

18. 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
    • 526 views
    • 
    • Tom Poje
    • August 15, 2019

19. Minimum allocation in money purchase plan

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

20. 401(a)4 Failure

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

21. SH401k w PS: Employer Deposit is late

    By cheersmate, May 16, 2019
    • 11 replies
    • 392 views
    • 
    • cheersmate
    • May 20, 2019

22. Not sure on this one.....

    By Bri, May 16, 2019
    • 4 replies
    • 332 views
    • 
    • Bri
    • May 17, 2019

23. Does QNEC to pass ADP trigger gateway?

    By BG5150, May 1, 2019
    • 5 replies
    • 449 views
    • 
    • Tom Poje
    • May 1, 2019

24. Refund of 415 limit due to crediting rule and ABT

    By tghooper, April 12, 2019
    • 2 replies
    • 341 views
    • 
    • tghooper
    • April 12, 2019

25. Compensation - from Participation Date

    By msmith, April 1, 2019
    • 1 reply
    • 381 views
    • 
    • C. B. Zeller
    • April 2, 2019