Cross-Tested Plans

1,122 topics in this forum

1. Return of 403b employee deferral??

   By dmb, Thursday at 06:51 PM
   • 1 reply
   • 51 views
   • 
   • CuseFan
   • Friday at 05:32 PM

2. Excluding Union employees from testing

   By dmb, October 11
   • 1 reply
   • 163 views
   • 
   • Kevin C
   • October 12

3. Short Plan Year and Imputed Disparity

   By msmith, September 7
   • 5 replies
   • 244 views
   • 
   • ETA Consulting LLC
   • September 14

4. Actuarial/Mortality Table and cross testing.

   By Chippy, June 4
   • 5 replies
   • 382 views
   • 
   • shERPA
   • September 7

5. Reallocated Forfeitures

   By mming, July 20
   • 6 replies
   • 378 views
   • 
   • Mike Preston
   • August 25

6. Who's in a Rate Group?

   By Towanda, August 8   

   • cross testing
   • 3 replies
   • 226 views
   • 
   • Towanda
   • August 8

7. Mid-Yr Entrant, zero "elig" compensation

   By cheersmate, July 18   

   • cross-tested plan
   • comp excl pre-pptn
   • (and 4 more)

     Tagged with:

     • cross-tested plan
     • comp excl pre-pptn
     • top heavy
     • gateway minimum
     • zero elig pay
     • ebar
   • 5 replies
   • 156 views
   • 
   • cheersmate
   • July 18

8. General Non-Discrimination Testing

   By Towanda, June 14   

   • integrated
   • cash balance
   • (and 1 more)

     Tagged with:

     • integrated
     • cash balance
     • combo plans
   • 5 replies
   • 329 views
   • 
   • Larry Starr
   • June 15

9. Cross-Tested notice to Trustee

   By 401(k)athryn, June 11   

   • new comparability
   • padilla
   • (and 3 more)

     Tagged with:

     • new comparability
     • padilla
     • allocation groups
     • cross-tested
     • trustee notification
   • 17 replies
   • 422 views
   • 
   • Earl
   • June 14

10. Padilla Memo

    By dmb, June 23, 2006
    • 8 replies
    • 2,783 views
    • 
    • EBECatty
    • May 24

11. Minimum gateway calculation example

    By cohendrake, February 11, 2017
    • 3 replies
    • 893 views
    • 
    • Tom Poje
    • May 9

12. Gateway required?

    By Belgarath, April 11
    • 7 replies
    • 540 views
    • 
    • Belgarath
    • April 12

13. Testing basis for ABT

    By Cloudy, April 5
    • 11 replies
    • 381 views
    • 
    • BG5150
    • April 10

14. No allocation to HCE

    By Logan401, April 3
    • 21 replies
    • 500 views
    • 
    • BG5150
    • April 5

15. Cross tested top heavy rehire

    By pmacduff, March 23
    • 3 replies
    • 284 views
    • 
    • BG5150
    • March 23

16. Gateway for Otherwise Excludable Employees

    By LJI, March 9
    • 2 replies
    • 422 views
    • 
    • LJI
    • March 12

17. Nondiscriminatory Classification for ABT portion of Coverage

    By Vlad401k, February 26
    • 3 replies
    • 305 views
    • 
    • PensionPro
    • February 26

18. Term <500 hours in or out of ABT

    By BG5150, February 14
    • 1 reply
    • 329 views
    • 
    • ETA Consulting LLC
    • February 14

19. Gateway Minimum in a Top Heavy Plan with Participation Compensation

    By Towanda, February 12
    • 2 replies
    • 357 views
    • 
    • Towanda
    • February 12

20. Davis Bacon ER contribution Offsets

    By tjw572, March 23, 2017
    • 10 replies
    • 1,285 views
    • 
    • Mike Preston
    • January 16

21. LRM 94

    By Bri, December 19, 2017   

    • cross-testing
    • 4 replies
    • 671 views
    • 
    • Tom Poje
    • December 20, 2017

22. Restructuring under Grouping Method

    By TPA Bob, December 13, 2017
    • 5 replies
    • 406 views
    • 
    • Mike Preston
    • December 19, 2017

23. Safe Harbor Match with Cross-Tested Profit Sharing

    By Retire, December 6, 2017
    • 9 replies
    • 418 views
    • 
    • Mike Preston
    • December 18, 2017

24. HCE definition for Gateway and rate group testing

    By 401_noob, December 7, 2017
    • 5 replies
    • 307 views
    • 
    • My 2 cents
    • December 11, 2017

25. Grouping of rates/EBR's under 1.401(a)(4)-(2) and (3)

    By Belgarath, November 28, 2017
    • 4 replies
    • 328 views
    • 
    • CuseFan
    • November 28, 2017