Cross-Tested Plans

1,219 topics in this forum

1. Agg Plans for 410(b)- Is Gen Test Req?

   By David, April 27, 2000
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • May 1, 2000

2. ERISA Notice Dated 5/15/99

   By Guest, April 28, 2000
   • 2 replies
   • 1.3k views
   • 
   • richard
   • April 30, 2000

3. What about aggregating plans as a way to circumvent IRS' proposed Regs

   By AndyT, April 26, 2000
   • 2 replies
   • 1.3k views
   • 
   • Alonzo
   • April 28, 2000

4. Forfeiture reallocation

   By Richard Anderson, April 24, 2000
   • 2 replies
   • 2k views
   • 
   • pjkoehler
   • April 25, 2000

5. Can the document be silent as to the correction method and can differe

   By John A, March 21, 2000
   • 5 replies
   • 1.4k views
   • 
   • AndyH
   • April 14, 2000

6. Using Years of Services for determining allocations.

   By Guest SPollock, April 10, 2000
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • April 10, 2000

7. What to do now? -- plan sponsor prospect wants to set up a new compara

   By Guest SPollock, April 6, 2000
   • 2 replies
   • 1.3k views
   • 
   • Earl
   • April 9, 2000

8. Cross tested plan that passes ratio percentage test.

   By Guest, April 4, 2000
   • 1 reply
   • 1.5k views
   • 
   • AndyH
   • April 5, 2000

9. I don't think I've heard this discussed yet - In light of 2000-14, how

   By AndyT, March 22, 2000
   • 1 reply
   • 1.3k views
   • 
   • mwyatt
   • March 22, 2000

10. New Comparability v. Cash Balance Plans

    By IRC401, March 22, 2000
    • 0 replies
    • 1.3k views
    • 
    • IRC401
    • March 22, 2000

11. 410(b) Multiple Employer Question

    By Guest SDS, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 21, 2000

12. opinions desired regarding the 'Cross testing' Pension Loopholes artic

    By Guest, March 8, 2000
    • 1 reply
    • 1.3k views
    • 
    • Dave Baker
    • March 9, 2000

13. What do you think - is it safe to keep selling cross-tested plans, in

    By AndyT, February 25, 2000
    • 10 replies
    • 1.4k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

14. Sample grass roots letter for cross testing issue now being looked at

    By Guest, March 8, 2000
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • March 8, 2000

15. Question on who to include in the 410(b) and 401(a)(4) tests.

    By AndyT, March 2, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 3, 2000

16. Hey, I just thought of something (certainly others have, too) - Super-

    By AndyT, March 1, 2000
    • 2 replies
    • 1.3k views
    • 
    • AndyT
    • March 2, 2000

17. Future of Cross-Tested Plans?

    By mwyatt, November 3, 1999
    • 3 replies
    • 1.2k views
    • 
    • mwyatt
    • February 29, 2000

18. sources to include in Average Benefits Percentage test of 401(a)(4)

    By Guest Jay B. Fitzgibbons, February 23, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 23, 2000

19. What is testing age when a plan defines NRD as the later of an age and

    By AndyH, February 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • February 22, 2000

20. If a 401(k) plan with a cross-tested profit sharing allocation exclude

    By Richard Anderson, February 18, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 21, 2000

21. Cross-Tested Money Purchase Plan

    By Guest, February 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • February 16, 2000

22. How long can a failing cross tested plan rely on failsafe allocations?

    By AndyH, February 9, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 10, 2000

23. Top heavy allocations in cross testing

    By Guest SDS, January 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 26, 2000

24. Amending Cross-tested Money Purchase Plan - How Often Is Too Often?

    By SMB, December 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Lorraine Dorsa
    • January 18, 2000

25. Can you use SSRA for testing even if AA defines the plan's NRA as unif

    By Guest nellans, January 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 17, 2000