Cross-Tested Plans

1,127 topics in this forum

1. DB/DC 401(a)(4) Testing Age

   By Rob P, June 7, 2013
   • 6 replies
   • 2,364 views
   • 
   • figure 8
   • Thursday at 05:15 PM

2. Gateway to otherwise excludable

   By BG5150, January 8
   • 20 replies
   • 304 views
   • 
   • duckthing
   • Wednesday at 05:58 PM

3. Include Participant in Cross-Testing?

   By mming, January 10
   • 7 replies
   • 254 views
   • 
   • Bri
   • Monday at 07:01 PM

4. Normal Retirement Age Just 55

   • 1
   • 2

   By austin3515, December 26, 2018
   • 26 replies
   • 282 views
   • 
   • AndyH
   • December 27, 2018

5. General Test Question

   By Dougsbpc, December 15, 2018
   • 3 replies
   • 147 views
   • 
   • Larry Starr
   • December 18, 2018

6. Integrated allocation in Cross tested plan

   By Karen McIver, November 20, 2018
   • 3 replies
   • 246 views
   • 
   • Karen McIver
   • December 3, 2018

7. Return of 403b employee deferral??

   By dmb, October 18, 2018
   • 2 replies
   • 237 views
   • 
   • PensionPro
   • October 22, 2018

8. Excluding Union employees from testing

   By dmb, October 11, 2018
   • 1 reply
   • 235 views
   • 
   • Kevin C
   • October 12, 2018

9. Short Plan Year and Imputed Disparity

   By msmith, September 7, 2018
   • 5 replies
   • 287 views
   • 
   • ETA Consulting LLC
   • September 14, 2018

10. Actuarial/Mortality Table and cross testing.

    By Chippy, June 4, 2018
    • 5 replies
    • 466 views
    • 
    • shERPA
    • September 7, 2018

11. Reallocated Forfeitures

    By mming, July 20, 2018
    • 6 replies
    • 437 views
    • 
    • Mike Preston
    • August 25, 2018

12. Who's in a Rate Group?

    By Towanda, August 8, 2018   

    • cross testing
    • 3 replies
    • 276 views
    • 
    • Towanda
    • August 8, 2018

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

    By cheersmate, July 18, 2018   

    • 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
    • 209 views
    • 
    • cheersmate
    • July 18, 2018

14. General Non-Discrimination Testing

    By Towanda, June 14, 2018   

    • integrated
    • cash balance
    • (and 1 more)

      Tagged with:

      • integrated
      • cash balance
      • combo plans
    • 5 replies
    • 381 views
    • 
    • Larry Starr
    • June 15, 2018

15. Cross-Tested notice to Trustee

    By 401(k)athryn, June 11, 2018   

    • new comparability
    • padilla
    • (and 3 more)

      Tagged with:

      • new comparability
      • padilla
      • allocation groups
      • cross-tested
      • trustee notification
    • 17 replies
    • 499 views
    • 
    • Earl
    • June 14, 2018

16. Padilla Memo

    By dmb, June 23, 2006
    • 8 replies
    • 2,854 views
    • 
    • EBECatty
    • May 24, 2018

17. Minimum gateway calculation example

    By cohendrake, February 11, 2017
    • 3 replies
    • 1,041 views
    • 
    • Tom Poje
    • May 9, 2018

18. Gateway required?

    By Belgarath, April 11, 2018
    • 7 replies
    • 585 views
    • 
    • Belgarath
    • April 12, 2018

19. Testing basis for ABT

    By Cloudy, April 5, 2018
    • 11 replies
    • 425 views
    • 
    • BG5150
    • April 10, 2018

20. No allocation to HCE

    By Logan401, April 3, 2018
    • 21 replies
    • 559 views
    • 
    • BG5150
    • April 5, 2018

21. Cross tested top heavy rehire

    By pmacduff, March 23, 2018
    • 3 replies
    • 321 views
    • 
    • BG5150
    • March 23, 2018

22. Gateway for Otherwise Excludable Employees

    By LJI, March 9, 2018
    • 2 replies
    • 485 views
    • 
    • LJI
    • March 12, 2018

23. Nondiscriminatory Classification for ABT portion of Coverage

    By Vlad401k, February 26, 2018
    • 3 replies
    • 339 views
    • 
    • PensionPro
    • February 26, 2018

24. Term <500 hours in or out of ABT

    By BG5150, February 14, 2018
    • 1 reply
    • 364 views
    • 
    • ETA Consulting LLC
    • February 14, 2018

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

    By Towanda, February 12, 2018
    • 2 replies
    • 405 views
    • 
    • Towanda
    • February 12, 2018