Help - Search - Members - Calendar
Full Version: 401(M) and ACP test; what do you do if the plan does not pass muster?
BenefitsLink Message Boards > Retirement Plans > Retirement Plans in General
Enda80
What do you do if the plan does not pass the ACP test? How does 401(M) come in?
Tom Poje
same as ADP test. provide QNEC or QMAC to pass testing
refund $ (plus earnings) to HCEs (or forfeit if not 100% vested)
er pays penalty tax if distribution not timely made.
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 © 2001-2009 Invision Power Services, Inc.