Cross-Tested Plans

1,219 topics in this forum

1. Voluntary after-tax contributions Schedule C

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

2. Waiver of Participation

   By Guest lforesz, July 16, 2001
   • 7 replies
   • 1.5k views
   • 
   • Tom Poje
   • July 30, 2001

3. Waiver of Participation - Disqualification of Plan

   By Guest Nadia, July 11, 2002
   • 4 replies
   • 1.3k views
   • 
   • Richard Anderson
   • July 11, 2002

4. Waiver of participation issues

   By AndyH, May 24, 2001
   • 4 replies
   • 1.6k views
   • 
   • jaemmons
   • June 8, 2001

5. Want to understand how to calculate a New Comp...

   By K-t-F, March 15, 2004
   • 13 replies
   • 1.6k views
   • 
   • Tom Poje
   • March 19, 2004

6. Weighted Age plus Service allocation

   By dmb, September 10, 2007
   • 3 replies
   • 1.8k views
   • 
   • dmb
   • September 11, 2007

7. 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

8. What are common fees for cross-tested studies?

   By Guest LJS, July 22, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 29, 1999

9. What contributions do you include for Cross-tested Gateway?

   By John A, March 10, 2002
   • 3 replies
   • 1.8k views
   • 
   • Mike Preston
   • March 12, 2002

10. What contributions to include in Cross-testing

    By Guest crosseyedtester, November 9, 2002
    • 1 reply
    • 955 views
    • 
    • Mike Preston
    • November 9, 2002

11. What do you do with a new client that had a new comparability prototyp

    By MR, August 31, 2000
    • 3 replies
    • 1.7k views
    • 
    • Dawn Hafner
    • April 20, 2001

12. 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

13. What does "old comparability" mean?

    By Guest Grumpy455, November 1, 2005
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • November 3, 2005

14. What gateway language is needed in the DC document?

    By shERPA, November 22, 2013   

    • Aggregating with a DB
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 23, 2014

15. What is permissable where each P is assigned to his own allocation group?

    By Guest Dash02, September 7, 2011
    • 7 replies
    • 1.6k views
    • 
    • Kevin C
    • October 20, 2011

16. 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

17. What problems arise when using calendar year compensation for non-cale

    By Guest mo again, November 8, 2000
    • 2 replies
    • 1.5k views
    • 
    • M R Bernardin
    • November 16, 2000

18. 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

19. What year for annual additions?

    By Richard Anderson, August 30, 2001
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2001

20. What? Cannot freely exclude highest paid NHCEs? Even if 410(b) and 401(a)(4) pass?

    By John Feldt ERPA CPC QPA, October 16, 2007
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • October 17, 2007

21. What's an "age neutral plan"?

    By Guest kgsingletary, February 7, 2003
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • February 10, 2003

22. When a participant moves from one allocation group to another

    By DLavigne, November 4, 2011
    • 8 replies
    • 1.3k views
    • 
    • ak2ary
    • December 27, 2011

23. When can an EBAR be used?

    By Guest fender5150, September 30, 2008
    • 21 replies
    • 3.8k views
    • 
    • Tom Poje
    • October 8, 2008

24. When determining the HCEs using the top paid group election, how do yo

    By Guest jhtobin, November 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 4, 1999

25. When is contribution notice to Trustee required?

    By Guest LMalone, May 3, 1999
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • May 11, 1999