Cross-Tested Plans

1,219 topics in this forum

1. Cross Testing Homework or Tutorial

   By Guest nrehme, March 16, 2005
   • 19 replies
   • 3.1k views
   • 
   • Tom Poje
   • March 18, 2005

2. Allocation Rates

   By Guest Golden401k, July 18, 2006
   • 7 replies
   • 3.1k views
   • 
   • AndyH
   • July 19, 2006

3. ASPA Conference

   By pmacduff, October 28, 2004
   • 21 replies
   • 3.1k views
   • 
   • Guest
   • October 30, 2004

4. Fail Safe language for coverage purposes

   By cpc0506, July 17, 2015
   • 10 replies
   • 3.1k views
   • 
   • austin3515
   • July 19, 2015

5. smoothly increasing plan fails avg bfts percentage test

   By dmb, November 22, 2004
   • 12 replies
   • 3.1k views
   • 
   • dmb
   • November 30, 2004

6. "Super-integrated" plans - looking for an example formula

   By Guest Elizabeth Gaskins, January 7, 2002
   • 14 replies
   • 3.1k views
   • 
   • Tom Poje
   • January 14, 2002

7. 401(a)(4)testing of safe harbor non-elective component

   By Guest JL, June 5, 2000
   • 5 replies
   • 3.1k views
   • 
   • AndyH
   • June 21, 2000

8. Safe Harbor 401(k)/Cross-tested PS

   By betheeg, March 10, 2003
   • 11 replies
   • 3k views
   • 
   • Tom Poje
   • March 10, 2005

9. 401(a)(4) Test for SH 401(k)

   By Dougsbpc, October 3, 2008
   • 6 replies
   • 3k views
   • 
   • Tom Poje
   • December 22, 2008

10. "Elective" disaggregation and impact on 401(a)(4) testing.

    By AndyH, December 28, 2000
    • 4 replies
    • 3k views
    • 
    • AndyH
    • January 24, 2001

11. Using last day vs no last day

    By Guest JPIngold, December 3, 2011
    • 15 replies
    • 3k views
    • 
    • 12AX7
    • December 12, 2011

12. Safe Harbor vs. Midpoint

    By Fred Payne, December 2, 2001
    • 4 replies
    • 3k views
    • 
    • Guest
    • December 3, 2001

13. Allocation Groups

    By Guest avascoe@hmvcpa.com, December 5, 2007
    • 14 replies
    • 3k views
    • 
    • Mike Preston
    • January 28, 2008

14. Testing Using The Accrued-to-Date Method

    By Guest merlin, October 1, 2003
    • 11 replies
    • 3k views
    • 
    • AndyH
    • October 2, 2003

15. Safe Harbor Match in cross tested retirement plan

    By Guest MEGary, November 14, 2001
    • 9 replies
    • 3k views
    • 
    • KJohnson
    • November 16, 2001

16. Age Weighted profit sharing Plan

    By Chippy, March 13, 2013
    • 1 reply
    • 3k views
    • 
    • Tom Poje
    • March 13, 2013

17. Easy question for some

    By FJR, March 17, 2005
    • 21 replies
    • 3k views
    • 
    • Tom Poje
    • March 18, 2005

18. Cross-tested with a match

    By FJR, April 5, 2005
    • 15 replies
    • 3k views
    • 
    • Guest
    • December 9, 2005

19. Eligibility Amendment

    By Guest xaviote, August 24, 2006
    • 9 replies
    • 3k views
    • 
    • AndyH
    • October 5, 2006

20. Documents for New Comparability Plans

    By Lynn Campbell, September 10, 1998
    • 19 replies
    • 3k views
    • 
    • richard
    • January 25, 1999

21. Avg Ben % Test

    By Guest Judy S, May 1, 2003
    • 22 replies
    • 3k views
    • 
    • AndyH
    • April 28, 2004

22. Minimum gateway & top heavy age-weighted plan.

    By R. Butler, February 23, 2007
    • 4 replies
    • 2.9k views
    • 
    • rlb64
    • September 29, 2010

23. average benefit percentage test and cross-testing

    By Guest tschepp, September 2, 2010
    • 2 replies
    • 2.9k views
    • 
    • Tom Poje
    • September 3, 2010

24. Gateway Determination in Cross Tested 401kPS with SH Match

    By cheersmate, December 6, 2014   

    • gateway
    • cross tested
    • (and 1 more)

      Tagged with:

      • gateway
      • cross tested
      • Safe Harbor Match
    • 6 replies
    • 2.9k views
    • 
    • chc93
    • December 9, 2014

25. component plans

    By Pension Nerd, September 24, 2007
    • 13 replies
    • 2.9k views
    • 
    • Mike Preston
    • September 27, 2007