Help - Search - Members - Calendar
Full Version: Cross-Tested Plans
BenefitsLink Message Boards > Retirement Plans > Cross-Tested Plans
Pages: 1, 2, 3, 4, 5, 6, 7
  1. 5% Gateway With Multiple Eligibility Provisions (0 replies)
  2. Cross-testing the 401k Plan (4 replies)
  3. Document issues-gateway rules-how to handle? (0 replies)
  4. Form 5300; Schedule Q (0 replies)
  5. What year for annual additions? (4 replies)
  6. DB/DC Aggregate Testing (1 reply)
  7. Cross-Tested Plan with no highly compensated employees (5 replies)
  8. Carved Out Cross Testing (3 replies)
  9. Can contribution also be used to satisfy 401(k) safe harbor rules? (6 replies)
  10. Rounding of NHCE Concentration Percentage (1 reply)
  11. Methodology in Calculating Age (1 reply)
  12. Target Benefit Funding Amount? (8 replies)
  13. Waiver of Participation (7 replies)
  14. inclusion of owner's 12 year old son (7 replies)
  15. permissable correction method? (1 reply)
  16. Smooth Method in Creating Rate Groups (4 replies)
  17. Limitation Years After 12/31/01 (2 replies)
  18. Rate Group Testing (3 replies)
  19. Waiver of participation issues (4 replies)
  20. Testing a 401(k) plan with multiple eligibility requirements (4 replies)
  21. Software Needed for Cross-tested Plan calculations (0 replies)
  22. Proposed repeal of 25% 415 Limit - Impact on Age-Based Plans (3 replies)
  23. What do you do with a new client that had a new comparability prototyp (3 replies)
  24. Another hypothetical design under the proposed Regs (0 replies)
  25. Guesses or insight into timing of final regulations? (2 replies)
  26. In a new comparability plan, is it improper to define the classes by s (5 replies)
  27. Carving out "otherwise excluable" in General Test. (6 replies)
  28. 401(k) plans and cross-tested plans (1 reply)
  29. Spouse of owner with over 1000 hrs and no compensation (10 replies)
  30. 3% Nonelective Safe Harbor & Nondiscrim (5 replies)
  31. Any problems with this new comparability money purchase plan, 401(k) p (0 replies)
  32. Cross tested 403(b)? Are the rules the same? (2 replies)
  33. Aggregation with 403(b) plan (2 replies)
  34. Partnership with fiscal year 4/30 sponsors a calendar year 401(k) (0 replies)
  35. Coordination of Excess Contributions (1 reply)
  36. "Elective" disaggregation and impact on 401(a)(4) testing. (4 replies)
  37. 401(k) plan offered by payroll service combined with existing cross-te (2 replies)
  38. Is SPD amendment required to notify Participants of cross tested alloc (1 reply)
  39. Cross testing DC plan for sponsor with DB plan (3 replies)
  40. Can multiple group avoid the attribution problem? (11 replies)
  41. Potential age discrimination in cross-tested plan? (13 replies)
  42. Corrective amendment to plan that failed 401(a)(4) (8 replies)
  43. Plan design gateway document issue; how to adjust a plan that would sa (12 replies)
  44. DEFINING GROUPS IN A NEW COMP PLAN- (2 replies)
  45. Are deferrals in the (k) portion of a plan included in non-discriminat (3 replies)
  46. Imputing permitted disparity in a safe harbor 401(k) plan. (2 replies)
  47. Would like opinions on this interesting situation. (6 replies)
  48. 414(s) compensation in determining EBARs (1 reply)
  49. Cross tested 401k with leased employees (1 reply)
  50. Last Day Entry Date/Compensation for testing purposes (1 reply)
  51. Tiered allocation for partnership of professional corporations (0 replies)
  52. What problems arise when using calendar year compensation for non-cale (2 replies)
  53. Is it possible to have too many classes of employees in a cross-tested (3 replies)
  54. reasonable classifications (1 reply)
  55. How would the 3/1 "gateway" apply to a super-integrated plan (5 replies)
  56. Top heavy contribution for terminees brought in to pass coverage test (6 replies)
  57. new comparability regs have been released (5 replies)
  58. Repeal of cross tested plans? (8 replies)
  59. Old Cross teted Question (6 replies)
  60. Plan Loan to Participant who later becomes >5% Sub-S Shareholder: I (1 reply)
  61. Use of the modified average benefit test in applying 401(a) non discri (2 replies)
  62. Reference books for cross-tested plans (3 replies)
  63. Anyone Drafted a Cross-Tested MPPP? (6 replies)
  64. Tiered profit sharing allocation? (2 replies)
  65. Allocations and Testing Methods for post NRA participants (4 replies)
  66. Super Integrated Plan for a 501(c)(3) organization? (3 replies)
  67. Need tips on how to break down nonelective contributions to do compone (3 replies)
  68. Non deferring participants as an allocation class? (6 replies)
  69. Compensation limit for plan year ending 3/31/2000. (1 reply)
  70. Any more news from Washington On New Comp Plans? (0 replies)
  71. 401(a)(4)testing of safe harbor non-elective component (5 replies)
  72. Form 5310 Question When Terminating a Cross-Tested Plan (1 reply)
  73. IRA Beneficiary Designation Question (0 replies)
  74. ASPA update on cross-tested plans (4 replies)
  75. Merging CT MP & P/S (4 replies)
  76. Agg Plans for 410(b)- Is Gen Test Req? (4 replies)
  77. ERISA Notice Dated 5/15/99 (2 replies)
  78. What about aggregating plans as a way to circumvent IRS' proposed Regs (2 replies)
  79. Forfeiture reallocation (2 replies)
  80. Can the document be silent as to the correction method and can differe (5 replies)
  81. Using Years of Services for determining allocations. (2 replies)
  82. What to do now? -- plan sponsor prospect wants to set up a new compara (2 replies)
  83. Cross tested plan that passes ratio percentage test. (1 reply)
  84. I don't think I've heard this discussed yet - In light of 2000-14, how (1 reply)
  85. New Comparability v. Cash Balance Plans (0 replies)
  86. 410(b) Multiple Employer Question (1 reply)
  87. opinions desired regarding the 'Cross testing' Pension Loopholes artic (1 reply)
  88. What do you think - is it safe to keep selling cross-tested plans, in (10 replies)
  89. Sample grass roots letter for cross testing issue now being looked at (1 reply)
  90. Question on who to include in the 410(b) and 401(a)(4) tests. (3 replies)
  91. Hey, I just thought of something (certainly others have, too) - Super- (2 replies)
  92. Future of Cross-Tested Plans? (3 replies)
  93. sources to include in Average Benefits Percentage test of 401(a)(4) (1 reply)
  94. What is testing age when a plan defines NRD as the later of an age and (2 replies)
  95. If a 401(k) plan with a cross-tested profit sharing allocation exclude (2 replies)
  96. Cross-Tested Money Purchase Plan (2 replies)
  97. How long can a failing cross tested plan rely on failsafe allocations? (1 reply)
  98. Top heavy allocations in cross testing (1 reply)
  99. Amending Cross-tested Money Purchase Plan - How Often Is Too Often? (2 replies)
  100. Can you use SSRA for testing even if AA defines the plan's NRA as unif (1 reply)
  101. Average Benefits test inclusion for plan with separate eligibility req (4 replies)
  102. Offsetting discretionary contributions by safe harbor non-elective con (2 replies)
  103. Section 410(b)Interpretation (1 reply)
  104. Cross Tested Contributions under 410(b) (4 replies)
  105. Mandatory aggregation? (2 replies)
  106. When using current year pay in calculating each participant's EBAR, in (1 reply)
  107. How to specify the groups - 3 doctors, no employees, they want flexibi (2 replies)
  108. Are adult children of 5% owners automatically HCEs? Are minor children (6 replies)
  109. Includable/excludable employees (1 reply)
  110. UP-1984 Table (10 replies)
  111. Cross-tested plan software (5 replies)
  112. When determining the HCEs using the top paid group election, how do yo (1 reply)
  113. Does anyone know what the term "super comparability plan" me (3 replies)
  114. Rate group testing (1 reply)
  115. New Comp Allocation Language (1 reply)
  116. Paired cross-tested MP Pension and Profit Sharing Plans (1 reply)
  117. Are Cross-Tested Plans really here to stay??? (2 replies)
  118. Cross tested plan & Top Heaviness (1 reply)
  119. Allocation Formula for Classes of Employees (1 reply)
  120. Safe Harbor Plan with Cross Testing (1 reply)
  121. Imputed disparity (1 reply)
  122. New Comparibility Plan and QNECs (1 reply)
  123. Testing age (3 replies)
  124. include excess deferrals in avg. benefit % test (1 reply)
  125. Cross Tested Money Purchase Plan (4 replies)
  126. Timing of amendment (1 reply)
  127. Communication to employees (2 replies)
  128. Effect of Other Plans of E/er on Cross-Testing Analysis (2 replies)
  129. Permitted allocation groups (15 replies)
  130. What are common fees for cross-tested studies? (2 replies)
  131. Cross-testing for Short Plan Year (1 reply)
  132. Amending for Cross-Testing (1 reply)
  133. Documentation for Cross Tested Plan (4 replies)
  134. Cross-Tested Match for a 401(k) Plan (1 reply)
  135. Merging Integrated MPP into Cross-Tested PS Plan (1 reply)
  136. 401(k) Safe Harbor only deposit for the NHCE group (2 replies)
  137. Amending PSP for Cross-testing Provision (6 replies)
  138. Application/Allocation of Forfeitures in Cross-Tested Plan (7 replies)
  139. Incentive/Bonus Tied to Profit Sharing (2 replies)
  140. Safe Harbor Plan with New comp (1 reply)
  141. When is contribution notice to Trustee required? (1 reply)
  142. Again..about "new" definition of employer allocation (2 replies)
  143. Software (7 replies)
  144. Prototype Docs for Tiered P/S Plans (2 replies)
  145. Re;Class allocation by $$ amount(not % of comp.) (0 replies)
  146. Re: writen notification as to $$ to be alloceted to each group (0 replies)
  147. Top Heavy Contribution for Non-Key HCE (1 reply)
  148. Categorizing employees for Tiered Plans (2 replies)
  149. Cross Tested Plan for small Doctor group (8 replies)
  150. Plans of Controlled Groups of Corporations (1 reply)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.