Cross-Tested Plans

1,096 topics in this forum

1. Points based service based allocation

   By dmb, Friday at 07:10 PM
   • 5 replies
   • 141 views
   • 
   • dmb
   • Monday at 05:48 PM

2. equity and non equity partners

   By Chippy, December 1, 2014
   • 14 replies
   • 1,406 views
   • 
   • Mike Preston
   • August 3

3. Age Weighted Profit Sharing Allocation

   By tjw572, July 27   

   • age weighted
   • 1 reply
   • 131 views
   • 
   • Tom Poje
   • July 28

4. Davis Bacon ER contribution Offsets

   By tjw572, March 23
   • 8 replies
   • 453 views
   • 
   • tjw572
   • July 27

5. General Test for One Plan but not the other?

   By Dougsbpc, June 15
   • 6 replies
   • 411 views
   • 
   • Dougsbpc
   • July 9

6. Imputed Disparity and Safe Harbor

   By pjb1835, June 6
   • 1 reply
   • 130 views
   • 
   • Mike Preston
   • June 6

7. Cross-tested PS and 401(k) with PEO Plan

   By bcmom, May 19   

   • profit sharing
   • peo
   • (and 2 more)

     Tagged with:

     • profit sharing
     • peo
     • 401(k)
     • testing
   • 5 replies
   • 214 views
   • 
   • bcmom
   • May 22

8. New client with an idea

   By buckaroo, April 21
   • 8 replies
   • 439 views
   • 
   • Tom Poje
   • April 25

9. Cross Testing/Coverage/ADP Test

   By tjw572, January 20
   • 3 replies
   • 430 views
   • 
   • tjw572
   • March 23

10. Cross Tested Final Short Plan Year

    By PFranckowiak, March 7
    • 2 replies
    • 261 views
    • 
    • Mike Preston
    • March 13

11. Permitted Disparity Factor (DB side)

    By Vlad401k, February 28
    • 3 replies
    • 266 views
    • 
    • Vlad401k
    • March 1

12. Cross Tested, Gateway and Component plans

    By rcline46, February 23   

    • component
    • 5 replies
    • 226 views
    • 
    • Tom Poje
    • February 23

13. Terminated participant in Prior year & gateway

    By Chippy, February 21
    • 9 replies
    • 284 views
    • 
    • Chippy
    • February 22

14. Young doctor blowing up CB/DC testing

    By cohendrake, February 17
    • 4 replies
    • 293 views
    • 
    • BG5150
    • February 17

15. Minimum gateway calculation example

    By cohendrake, February 11
    • 1 reply
    • 248 views
    • 
    • Tom Poje
    • February 13

16. Number of Allocation Rates in Cross Tested Plan

    By Vlad401k, February 8
    • 1 reply
    • 242 views
    • 
    • Belgarath
    • February 8

17. Excludable from ABT?

    By BG5150, February 7
    • 6 replies
    • 244 views
    • 
    • Mike Preston
    • February 8

18. Testing assumptions

    By JPIngold, January 29
    • 2 replies
    • 228 views
    • 
    • JPIngold
    • January 29

19. Term less than 500 hours--not in General test?

    By BG5150, January 6
    • 1 reply
    • 445 views
    • 
    • Tom Poje
    • January 9

20. Compensation for ABPT

    By pholosofizer, January 6
    • 7 replies
    • 276 views
    • 
    • pholosofizer
    • January 6

21. Different eligibility for deferral and match

    By FAPInJax, December 22, 2016
    • 4 replies
    • 435 views
    • 
    • FAPInJax
    • December 22, 2016

22. Voluntary after-tax contributions Schedule C

    By mefrancis1729, November 29, 2016
    • 4 replies
    • 503 views
    • 
    • AndyH
    • December 9, 2016

23. New Comp plan, coverage, and ABT

    By buckaroo, November 7, 2016
    • 16 replies
    • 762 views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2016

24. Many participants receiving $0 allocation. No HCEs in plan

    By dmb, October 5, 2016
    • 2 replies
    • 582 views
    • 
    • My 2 cents
    • October 5, 2016

25. minimum gateway clarification - the 1/3% test

    By TPApril, October 1, 2016
    • 2 replies
    • 406 views
    • 
    • John Feldt ERPA CPC QPA
    • October 4, 2016