Cross-Tested Plans

1,176 topics in this forum

1. Two DC plans - gateway coordination

   By John Feldt ERPA CPC QPA, February 5
   • 3 replies
   • 123 views
   • 
   • John Feldt ERPA CPC QPA
   • Yesterday at 04:32 AM

2. Individual Rate Groups & Gateway

   By CuseFan, February 18
   • 6 replies
   • 119 views
   • 
   • CuseFan
   • Friday at 07:02 PM

3. Accrued to date testing--compensation question

   By BG5150, February 12
   • 5 replies
   • 119 views
   • 
   • Jakyasar
   • February 14

4. TH only need Gateway?

   By BG5150, February 3
   • 3 replies
   • 153 views
   • 
   • Mike Preston
   • February 4

5. Ind. rate grp flexibility

   By TPApril, February 3
   • 1 reply
   • 82 views
   • 
   • Mike Preston
   • February 4

6. Component Plan / Restructuring

   By austin3515, January 27
   • 8 replies
   • 173 views
   • 
   • BG5150
   • January 29

7. 3% to all but HCE

   By Becky Schwing, January 27
   • 13 replies
   • 279 views
   • 
   • Jakyasar
   • January 28

8. Tutorial Needed (Ok, a long class....)

   By RestAssured, January 6
   • 1 reply
   • 249 views
   • 
   • RestAssured
   • January 6

9. New Comp Plan - bifurcate testing (c/t for some, alloc rate for others)?

   By cheersmate, December 18, 2020   

   • new comparability
   • safe harbor 401k
   • (and 1 more)

     Tagged with:

     • new comparability
     • safe harbor 401k
     • disaggregation
   • 2 replies
   • 166 views
   • 
   • cheersmate
   • December 18, 2020

10. Accrued-to-date testing after fresh start

    By Dougsbpc, December 16, 2020
    • 1 reply
    • 125 views
    • 
    • CuseFan
    • December 17, 2020

11. Floor Offset Plan

    By Sunny Gupta, December 12, 2020
    • 1 reply
    • 83 views
    • 
    • C. B. Zeller
    • December 15, 2020

12. Excluded by Job Class

    By Becky Schwing, December 9, 2020
    • 1 reply
    • 152 views
    • 
    • C. B. Zeller
    • December 9, 2020

13. 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
    • 6 replies
    • 455 views
    • 
    • ERISADC
    • December 9, 2020

14. DC+CB combo but different compensation definitions

    By Jakyasar, December 3, 2020
    • 2 replies
    • 164 views
    • 
    • Jakyasar
    • December 3, 2020

15. Gateway Minimums

    By ConnieStorer, October 21, 2020   

    • db\dc combo plan
    • 2 replies
    • 159 views
    • 
    • ConnieStorer
    • October 22, 2020

16. 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
    • 505 views
    • 
    • shERPA
    • September 9, 2020

17. Calculating EBAR itself

    By Belgarath, August 13, 2020
    • 0 replies
    • 208 views
    • 
    • Belgarath
    • August 13, 2020

18. Is gateway required

    By Jakyasar, July 1, 2020
    • 4 replies
    • 252 views
    • 
    • Jakyasar
    • July 1, 2020

19. PS Plan - grouping for a new category

    By Jakyasar, May 2, 2020
    • 2 replies
    • 781 views
    • 
    • MWeddell
    • May 12, 2020

20. Gateway

    By Becky Schwing, March 30, 2020
    • 5 replies
    • 368 views
    • 
    • BG5150
    • April 1, 2020

21. Curiosity...

    By Belgarath, March 6, 2020
    • 4 replies
    • 526 views
    • 
    • Belgarath
    • March 9, 2020

22. Compensation used for Minimum Allocation Gateway

    By LarryDavid, July 6, 2011
    • 8 replies
    • 7.2k views
    • 
    • tghooper
    • February 20, 2020

23. 414(s) brain cramp

    By Belgarath, February 18, 2020
    • 2 replies
    • 289 views
    • 
    • Belgarath
    • February 19, 2020

24. Rate banding

    By Belgarath, February 4, 2020
    • 4 replies
    • 611 views
    • 
    • Belgarath
    • February 14, 2020

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

    By M Norton, February 13, 2020   

    • cross-tested plan
    • gateway for terminated employees
    • 3 replies
    • 266 views
    • 
    • M Norton
    • February 13, 2020