Cross-Tested Plans

1,207 topics in this forum

1. Using ABPT to pass Coverage

   By Dougsbpc, July 11
   • 3 replies
   • 368 views
   • 
   • DBnme
   • August 26

2. Restructuring into component plans

   By Will.I.Am, June 27
   • 10 replies
   • 326 views
   • 
   • Gilmore
   • June 30

3. Two DC plans - gateway coordination

   By John Feldt ERPA CPC QPA, February 5, 2021
   • 4 replies
   • 381 views
   • 
   • Will.I.Am
   • June 27

4. 4-Tier Integrated PS... Must use 100% TWB?

   By Puffinator, June 20
   • 9 replies
   • 289 views
   • 
   • Bri
   • June 23

5. Safe Harbor Cross-Tested Plan - forfeitures triggering 3%

   By cheersmate, June 9   

   • safe harbor 401k
   • top heavy minimum
   • (and 1 more)

     Tagged with:

     • safe harbor 401k
     • top heavy minimum
     • forfeitures
   • 2 replies
   • 167 views
   • 
   • cheersmate
   • June 9

6. Terminated employees with no vesting

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

7. Testing Compensation

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

8. 2 plans with 2-year eligibility

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

9. Safe Harbor Matching 401k - Bifurcate Testing?

   By cheersmate, April 1   

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

10. Multiple Formulas?

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

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

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

12. 403(b) by doctor at hospital - effects on his practice's DB/DC combo.

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

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

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

14. $0.00 Allocations?

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

15. 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
    • 320 views
    • 
    • chc93
    • February 28

16. Short Plan Year?

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

17. Last Day Rule but Wants to Allocate Terminated Participants

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

18. Average Benefits Test

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

19. Prevailing Wage + 401(a)

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

20. Sources for average benefit test

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

21. Bifurcated Testing for Cross Tested Safe Harbor 401k

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

22. Testing 2 plans with different year ends

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

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

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

24. 401(a)(4) testing using attained age or age nearest

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

25. 415 vs catchup (again!)

    By pmacduff, March 4, 2021
    • 8 replies
    • 1.1k views
    • 
    • Suzanne85
    • July 9, 2021