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  1. Average Benefits Test (6 replies)
  2. Prevailing Wage Plan Question (1 reply)
  3. 401(k) PSP that is c/t - new EE won't give DOB (3 replies)
  4. Must Two Plans be Treated as One? (9 replies)
  5. 401(a)(4) and irrevocable waiver (3 replies)
  6. SH 401k and Component Plans (7 replies)
  7. Number of groups in document vs in test (3 replies)
  8. Can HCEs get 3% (1 reply)
  9. Component Plan Testing (8 replies)
  10. SH NEC - do you have to add to PS for testing necessarily? (3 replies)
  11. When a participant moves from one allocation group to another (8 replies)
  12. mid-year change from sal ratio to allocation groups (7 replies)
  13. Using the kids to help test results (8 replies)
  14. Using last day vs no last day (15 replies)
  15. 415 limit vs Gateway Allocation (7 replies)
  16. LRM #94 - Text of Rev. Proc. 2011–49: Opinion and Advisory Letters for Pre-Approved Retirement Plan Documents (3 replies)
  17. Profit Sharing & Cash Balance Plan (3 replies)
  18. Cross-Tested 401(k) Plan with Prevailing Wage (1 reply)
  19. What is permissable where each P is assigned to his own allocation group? (7 replies)
  20. Collectively Bargained Employees (2 replies)
  21. Gateway required for Otherwise Excludable Employees? (5 replies)
  22. Impute Disparity - 35 Year Service Cap (2 replies)
  23. Creative solution to Gateway issue? (0 replies)
  24. Compensation used for Minimum Allocation Gateway (3 replies)
  25. Gateway with ATD testing (4 replies)
  26. is VCP necessary for 401(a) 11-g corrective amendment (3 replies)
  27. Notice to Trustees About Cross-Tested Allocation (4 replies)
  28. Age Weighted PS Plan (2 replies)
  29. 2 Plans Not Paaing 410(b) (4 replies)
  30. Vesting Schedules, BRF Testing (3 replies)
  31. Mid Year change in allocation formula (4 replies)
  32. Missed Opportunity QNECs in Avg. Benefit & General Test (1 reply)
  33. Full year CB, Half Year PS (1 reply)
  34. minimum gateway (16 replies)
  35. Adding Last Day Requirement (5 replies)
  36. Aggregated DB/DC 401a4 Testing (0 replies)
  37. Affirmative Obligation to Perform Testing? (1 reply)
  38. Highly compensated Employees (1 reply)
  39. Cross Testing With Terminated Participants (2 replies)
  40. abusive cross testing arrangements (1 reply)
  41. Cross testing spreadshet (8 replies)
  42. Amending Groups for 2011 (4 replies)
  43. DB/DC Gateway after DB Freeze of large NHCE group (6 replies)
  44. Excluding Owner(s) from Cross-Testing Contribution (3 replies)
  45. New Comp doesn't work in 3rd year (5 replies)
  46. Who's employees are they? (3 replies)
  47. Maximum number of allocation groups (1 reply)
  48. Terminated participant and no last day rule (3 replies)
  49. Cross testing (4 replies)
  50. Testing Age DB/DC combination (1 reply)
  51. Aggregate for Testing Purposes? (1 reply)
  52. New Comparability Safe Harbor 401(k) Plan (1 reply)
  53. Groupings (2 replies)
  54. QNEC and Gateway (3 replies)
  55. Changing Compensation definition in qualified plans (0 replies)
  56. Avg Benefits Test and Cross Testing (1 reply)
  57. New Comparability PS Allocation In SH 401k (1 reply)
  58. Avg Benefits Test and Cross Testing (1 reply)
  59. new comp amendment after PYE (3 replies)
  60. Minimum gateway & top heavy age-weighted plan. (4 replies)
  61. Deemed CODA (15 replies)
  62. average benefit percentage test and cross-testing (2 replies)
  63. Otherwise excludable employee (13 replies)
  64. Asset Sale and Non-discrim issues (1 reply)
  65. Impute Permitted Disparity (5 replies)
  66. Failing Gateway test (7 replies)
  67. Gateway Minimum (5 replies)
  68. Permissive Aggregation (1 reply)
  69. Frozen Cash Balance Plan (2 replies)
  70. Each participant in his own group (5 replies)
  71. 3% NESH used for Safe Harbor ACP and part of PS? (9 replies)
  72. NHCE gets allocation and forfeits in same year (1 reply)
  73. Comment Re: Doggett's Proposal to Kill Cross-Testing (27 replies)
  74. Defining Classes (9 replies)
  75. Entry Date for Otherwise Excludable Employees (4 replies)
  76. Cross tested with Davis Bacon off-set (3 replies)
  77. Not for profit with 401(a) and 403(b) (25 replies)
  78. One rate group (1 reply)
  79. New Comp Plans, ABPT, and Plan Year Change (1 reply)
  80. Allocation to Non-key in Age weighted (2 replies)
  81. Allocation and testing inclusion of EE who didn't work (11 replies)
  82. Age Weighted Plan (7 replies)
  83. Different Eligibility for Different Sources (2 replies)
  84. Plan has different entry dates for sources (3 replies)
  85. When New Comp Allocation Is Worse Than Pro Rata (10 replies)
  86. Rate Group Membership Determination snapshot (4 replies)
  87. Cross Testing Failure & Testing requirements (3 replies)
  88. SHNE Stopped Mid-Year (2 replies)
  89. Ambiguous Classifications (5 replies)
  90. creative nondiscrimination testing (4 replies)
  91. How to prevent partnership from DQ'd CODA? (18 replies)
  92. Accrued to Date Testing (1 reply)
  93. document language for cross-testing (10 replies)
  94. Combo Testing, bad document drafting, and 11g amendment (3 replies)
  95. End of year termination of employee (4 replies)
  96. 3% Safe Harbor 401 K - Cross Testing (9 replies)
  97. 2 year eligibility and dual entry (5 replies)
  98. H.R. 4126 (61 replies)
  99. Form of Contribution (0 replies)
  100. Top Heavy Minimum Allocation (3 replies)
  101. Contributions and Rate Groups (2 replies)
  102. Component Plan (5 replies)
  103. Failed 414(s) test, runinng cross tested 401(a)(4) GNT (8 replies)
  104. EE of Both in CG, but Plan is for just one ER (1 reply)
  105. Individual Groups now allowed in Volume Submitter Documents (3 replies)
  106. Cross tested plan uses High 3 average compensation (3 replies)
  107. Permissive Aggregation (4 replies)
  108. software for cross tested calcs (5 replies)
  109. No Allocation For HCEs? (1 reply)
  110. Gateway Required? (2 replies)
  111. Retroactive Amendment? (2 replies)
  112. Change in NRA (4 replies)
  113. Rights to allocation (4 replies)
  114. minimum gateway for participant only entitled to top heavy? (25 replies)
  115. Is this a non-safe harbor allocation formula? (5 replies)
  116. EGTRRA Prototype Provision (5 replies)
  117. Semi-annual allocations, last day required for each period (1 reply)
  118. Cash Balance 401(a) (5 replies)
  119. DB/DC Rights and Features (1 reply)
  120. 11(g) Amendments (36 replies)
  121. Another 11g amendment question (0 replies)
  122. Administrative Aspects (4 replies)
  123. Giving children a 0% contribution (3 replies)
  124. Sole Proprietor and Rate Group Plan (2 replies)
  125. Quest on New Comp allocation to a HCE (4 replies)
  126. Allocation Basis and Gateway (2 replies)
  127. Minimum Gateway Question (3 replies)
  128. Gateway With dual Eligibility (8 replies)
  129. Component Plans (6 replies)
  130. Minimum Allocation Gateway + 3% SH NEC (2 replies)
  131. Can an 11g amendment add ineligibles? (3 replies)
  132. 3%-of-pay SH NEC as gateway for 9% for HCEs? (2 replies)
  133. Cross Tested ABR (9 replies)
  134. Changing Mortality Table from year to year (8 replies)
  135. 2 groups / corrective amendment for NHCE only? (3 replies)
  136. Mortality tables for cross tested plans (3 replies)
  137. Can allocation group be based on age? (9 replies)
  138. Basic question on Prototype LRM (1 reply)
  139. 401(a)(4) Test for SH 401(k) (6 replies)
  140. HCE lookback comp (3 replies)
  141. 4-tier integration, 3% SH, cross-test (7 replies)
  142. Gateway/2 Year service question (11 replies)
  143. Prevailing Wage/Cross-Tested Plan (1 reply)
  144. Change Normal Retirement Age (4 replies)
  145. Money Purchase plan - part of DB/DC combo? (4 replies)
  146. cross testing revisited & Relius (4 replies)
  147. Cross Testing and the Gateway (2 replies)
  148. 403b plus New Comparability (8 replies)
  149. Rate Group Test (9 replies)
  150. When can an EBAR be used? (21 replies)
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