Cross-Tested Plans

1,219 topics in this forum

1. Minimum allocation in money purchase plan

   By dmb, July 30, 2019
   • 5 replies
   • 688 views
   • 
   • CuseFan
   • July 31, 2019

2. SH401k w PS: Employer Deposit is late

   By cheersmate, May 16, 2019
   • 11 replies
   • 1k views
   • 
   • cheersmate
   • May 20, 2019

3. Not sure on this one.....

   By Bri, May 16, 2019
   • 4 replies
   • 508 views
   • 
   • Bri
   • May 17, 2019

4. 401(a)4 Failure

   By thepensionmaven, May 9, 2019
   • 12 replies
   • 2.5k views
   • 
   • AndyH
   • May 31, 2019

5. Does QNEC to pass ADP trigger gateway?

   By BG5150, May 1, 2019
   • 5 replies
   • 1k views
   • 
   • Tom Poje
   • May 1, 2019

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

   By tghooper, April 12, 2019
   • 2 replies
   • 564 views
   • 
   • tghooper
   • April 12, 2019

7. Compensation - from Participation Date

   By msmith, April 1, 2019
   • 1 reply
   • 606 views
   • 
   • C. B. Zeller
   • April 2, 2019

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

   By hch4cpa, March 29, 2019
   • 7 replies
   • 918 views
   • 
   • JackS
   • March 29, 2019

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

   By cheersmate, March 13, 2019   

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

     Tagged with:

     • cross-tested
     • 3%shnec
     • individual rgs
   • 6 replies
   • 686 views
   • 
   • ERISADC
   • December 9, 2020

10. Allocation Formula change on last day of plan year

    By JustnERPA, March 6, 2019
    • 2 replies
    • 523 views
    • 
    • Doc Ument
    • March 7, 2019

11. Gateway testing

    By Chippy, March 5, 2019
    • 7 replies
    • 958 views
    • 
    • Chippy
    • March 5, 2019

12. Minimum Gateway Required

    By Logan401, March 1, 2019
    • 12 replies
    • 1.8k views
    • 
    • Kevin C
    • March 12, 2019

13. Catchups ADP & PS (academic exercise)

    By BG5150, February 28, 2019
    • 10 replies
    • 847 views
    • 
    • austin3515
    • March 5, 2019

14. which interest rate and mortality table

    By M Norton, February 6, 2019   

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

      Tagged with:

      • cross-testing
      • interest rate
      • mortality table
    • 6 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 15, 2019

15. Two Plans / Two NRAs

    By austin3515, January 31, 2019
    • 6 replies
    • 632 views
    • 
    • austin3515
    • January 31, 2019

16. Cross Tested 401kPS w 3%SH

    By cheersmate, January 29, 2019   

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

      Tagged with:

      • bottom up allocation
      • cross tested ps
      • safe harbor 401k
    • 11 replies
    • 1.1k views
    • 
    • shERPA
    • September 9, 2020

17. Gateway Question

    By Dougsbpc, January 21, 2019
    • 1 reply
    • 964 views
    • 
    • Tom Poje
    • January 21, 2019

18. Include Participant in Cross-Testing?

    By mming, January 10, 2019
    • 7 replies
    • 672 views
    • 
    • Bri
    • January 14, 2019

19. Gateway to otherwise excludable

    By BG5150, January 8, 2019
    • 20 replies
    • 2.4k views
    • 
    • duckthing
    • January 16, 2019

20. Normal Retirement Age Just 55 1 2

    By austin3515, December 26, 2018
    • 26 replies
    • 2k views
    • 
    • AndyH
    • December 27, 2018

21. General Test Question

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

22. Integrated allocation in Cross tested plan

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

23. Return of 403b employee deferral??

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

24. Excluding Union employees from testing

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

25. Short Plan Year and Imputed Disparity

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