Cross-Tested Plans

1,148 topics in this forum

1. PS Allocations and Otherwise Excludables

   By CuseFan, September 6
   • 5 replies
   • 167 views
   • 
   • Larry Starr
   • September 6

2. Max ER Alloc % per participant

   By jmartinrps, September 3
   • 1 reply
   • 123 views
   • 
   • Mike Preston
   • September 3

3. Rate group failure - correction options 1 2

   By TPApril, August 7
   • 25 replies
   • 440 views
   • 
   • chc93
   • August 24

4. Aggregation Required?

   By Dougsbpc, August 22
   • 1 reply
   • 110 views
   • 
   • Mike Preston
   • August 22

5. which interest rate and mortality table

   By M Norton, February 6   

   • cross-testing
   • interest rate
   • (and 1 more)

     Tagged with:

     • cross-testing
     • interest rate
     • mortality table
   • 6 replies
   • 371 views
   • 
   • Tom Poje
   • August 15

6. Minimum allocation in money purchase plan

   By dmb, July 30
   • 5 replies
   • 170 views
   • 
   • CuseFan
   • July 31

7. 401(a)4 Failure

   By thepensionmaven, May 9
   • 12 replies
   • 617 views
   • 
   • AndyH
   • May 31

8. SH401k w PS: Employer Deposit is late

   By cheersmate, May 16
   • 11 replies
   • 282 views
   • 
   • cheersmate
   • May 20

9. Not sure on this one.....

   By Bri, May 16
   • 4 replies
   • 260 views
   • 
   • Bri
   • May 17

10. Does QNEC to pass ADP trigger gateway?

    By BG5150, May 1
    • 5 replies
    • 361 views
    • 
    • Tom Poje
    • May 1

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

    By tghooper, April 12
    • 2 replies
    • 281 views
    • 
    • tghooper
    • April 12

12. Compensation - from Participation Date

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

13. Cross Tested 401(k)/Profit Sharing Plan

    By hch4cpa, March 29
    • 7 replies
    • 327 views
    • 
    • JackS
    • March 29

14. Partner's "Pay"

    By Guest Grumpy456, March 24, 2008
    • 14 replies
    • 2,516 views
    • 
    • tghooper
    • March 29

15. 3%SHNEC for NHCES and 9%PS for Owners ok?

    By cheersmate, March 13   

    • cross-tested
    • 3%shnec
    • (and 1 more)

      Tagged with:

      • cross-tested
      • 3%shnec
      • individual rgs
    • 3 replies
    • 215 views
    • 
    • Mike Preston
    • March 13

16. Minimum Gateway Required

    By Logan401, March 1
    • 12 replies
    • 498 views
    • 
    • Kevin C
    • March 12

17. Allocation Formula change on last day of plan year

    By JustnERPA, March 6
    • 2 replies
    • 295 views
    • 
    • Doc Ument
    • March 7

18. Gateway testing

    By Chippy, March 5
    • 7 replies
    • 204 views
    • 
    • Chippy
    • March 5

19. Catchups ADP & PS (academic exercise)

    By BG5150, February 28
    • 10 replies
    • 416 views
    • 
    • austin3515
    • March 5

20. Permitted Disparity Factor (DB side)

    By Vlad401k, February 28, 2017
    • 4 replies
    • 731 views
    • 
    • jim241
    • February 1

21. Cross Tested 401kPS w 3%SH

    By cheersmate, January 29   

    • bottom up allocation
    • cross tested ps
    • (and 1 more)

      Tagged with:

      • bottom up allocation
      • cross tested ps
      • safe harbor 401k
    • 7 replies
    • 246 views
    • 
    • shERPA
    • February 1

22. Two Plans / Two NRAs

    By austin3515, January 31
    • 6 replies
    • 192 views
    • 
    • austin3515
    • January 31

23. Gateway Question

    By Dougsbpc, January 21
    • 1 reply
    • 260 views
    • 
    • Tom Poje
    • January 21

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

    By Rob P, June 7, 2013
    • 6 replies
    • 2,558 views
    • 
    • figure 8
    • January 17

25. Gateway to otherwise excludable

    By BG5150, January 8
    • 20 replies
    • 588 views
    • 
    • duckthing
    • January 16