401(k) Plans

19,321 topics in this forum

1. Failed ADP

   By Guest lindamichals, June 24, 2003
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • June 24, 2003

2. Failed ADP

   By Guest BarbaraG, February 18, 2011
   • 15 replies
   • 6.2k views
   • 
   • Lou S.
   • March 3, 2011

3. Failed ADP

   By thepensionmaven, October 10, 2017
   • 4 replies
   • 942 views
   • 
   • thepensionmaven
   • October 11, 2017

4. Failed ADP - Participant Deceased

   By PFranckowiak, February 13, 2012
   • 4 replies
   • 1.8k views
   • 
   • ETA Consulting LLC
   • February 13, 2012

5. Failed ADP - Recharacterization

   By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 14, 2006

6. Failed ADP and 401(m) Coverage

   By Guest Lawrenceg, August 6, 2007
   • 2 replies
   • 1.1k views
   • 
   • PLAN MAN
   • August 6, 2007

7. Failed ADP and Match Calculation

   By Dazednconfused, January 5, 2011
   • 5 replies
   • 2.9k views
   • 
   • Tom Poje
   • January 18, 2011

8. Failed ADP making corrective distribution of Deferral, how do I handle

   By Guest Don J. Smith, January 21, 2000
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • January 21, 2000

9. Failed ADP oops it really passed

   By 401KsRme, May 6, 2025
   • 2 replies
   • 1.1k views
   • 
   • 401KsRme
   • May 7, 2025

10. Failed ADP Partner deferral not deposited yet

    By SheilaD, March 7, 2013
    • 0 replies
    • 980 views
    • 
    • SheilaD
    • March 7, 2013

11. Failed ADP refund question

    By fiona1, April 2, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • April 2, 2004

12. Failed ADP test

    By Guest Lil Anderson, March 31, 2011
    • 1 reply
    • 979 views
    • 
    • Lou S.
    • March 31, 2011

13. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 3k views
    • 
    • Bird
    • April 2, 2018

14. Failed ADP Test

    By goldtpa, March 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • March 1, 2004

15. Failed ADP test

    By Guest velll, July 6, 2004
    • 8 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2004

16. Failed ADP Test

    By goldtpa, October 27, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 28, 2010

17. Failed ADP Test

    By Guest Theresa Irvin, April 21, 2011
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2011

18. Failed ADP TEST - HCE who is due refund is terminated and rollover $$$ over

    By Pammie57, February 17, 2016
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • February 17, 2016

19. Failed ADP Test - how to correct?

    By Francis, August 30, 2007
    • 6 replies
    • 3k views
    • 
    • Tom Poje
    • September 5, 2007

20. Failed ADP Test - QNECs - Terminated EEs

    By Guest Ted Kowalchuk, CFP, CFS,, August 16, 2006
    • 4 replies
    • 4.2k views
    • 
    • rcline46
    • February 6, 2008

21. Failed ADP test -QNEC & TH contribution relationship

    By Pammie57, March 2, 2017
    • 4 replies
    • 2.8k views
    • 
    • Pammie57
    • March 3, 2017

22. failed ADP test after HCE fully paid out

    By Tom Poje, December 5, 2014
    • 4 replies
    • 4.1k views
    • 
    • 401 Chaos
    • March 11, 2015

23. Failed ADP Test and Matching on Catch-ups

    By Guest Golden401k, February 4, 2009
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 6, 2009

24. failed adp test and statutory exclusions

    By Lou81, November 21, 2019
    • 2 replies
    • 722 views
    • 
    • Larry Starr
    • November 21, 2019

25. Failed ADP test deadline and plan merger

    By cpc0506, July 14, 2018
    • 1 reply
    • 691 views
    • 
    • PensionPro
    • July 16, 2018

26. Failed ADP test in a plan's first year

    By Guest fredk, July 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 4, 2011

27. Failed ADP Test Really Passes

    By goldtpa, May 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • goldtpa
    • May 9, 2007

28. Failed ADP test solution

    By Guest jusducki, March 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 12, 2007

29. Failed ADP test with de minimus match forfeiture

    By bevfair, February 14, 2012
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 14, 2012

30. Failed ADP Test Without Correction

    By metsfan026, September 24, 2022
    • 8 replies
    • 2.1k views
    • 
    • Nate S
    • September 27, 2022

31. Failed ADP Test, Excess Contributions, Fiscal Years & Taxation

    By TPApril, August 4, 2025
    • 1 reply
    • 874 views
    • 
    • Lou S.
    • August 4, 2025

32. Failed ADP Test: $6 refund

    By Guest notapensiongeek, April 14, 2006
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • April 14, 2006

33. Failed ADP Test/Miscalculated Earnings

    By nancy, October 21, 2013
    • 1 reply
    • 996 views
    • 
    • BG5150
    • October 22, 2013

34. Failed ADP with late Refund

    By pixmax, March 31, 2010
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 31, 2010

35. Failed ADP, Leveling and Catch-ups (Oh My!)

    By No Name, April 21, 2005
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 22, 2005

36. FAILED ADP/ACP TEST and HCEs terminated and already took 100% of their account

    By Pammie57, February 21, 2022
    • 12 replies
    • 4.3k views
    • 
    • TPApril
    • March 6, 2024

37. Failed ADP/ACP Testing

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 11, 2006

38. Failed ADP/ACP: Employer Puttiing Bulk of Matching In Forfeiture Acct...

    By 401kquestion, March 8, 2014
    • 6 replies
    • 2.4k views
    • 
    • masteff
    • March 10, 2014

39. Failed Compensation Ratio Test

    By Guest Rachelw, February 11, 2008
    • 18 replies
    • 15.8k views
    • 
    • Guest
    • May 8, 2008

40. Failed Coverage Test

    By Guest grazetti, October 13, 2005
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 14, 2005

41. Failed Coverage Test

    By PFranckowiak, February 26, 2018
    • 11 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 27, 2018

42. Failed coverage test for numerous years

    By Guest SWH, January 2, 2009
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2009

43. Failed coverage test with excluded class

    By Brenda Wren, October 1, 2002
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • October 2, 2002

44. Failed coverage testing in super top heavy plan

    By Guest amybu99, September 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2002

45. Failed coverage, no fail-safe

    By BG5150, March 3, 2017
    • 3 replies
    • 711 views
    • 
    • Tom Poje
    • March 6, 2017

46. Failed Coverage/11g amendment necessary and statutory exclusions???

    By bethp38, March 5, 2024   

    • failed coverage
    • statutory exclusions
    • (and 2 more)

      Tagged with:

      • failed coverage
      • statutory exclusions
      • 11g amendment
      • qnec
    • 5 replies
    • 533 views
    • 
    • bethp38
    • March 6, 2024

47. Failed Minimum Coverage Test Options

    By Coleboy1, September 27, 2024
    • 3 replies
    • 650 views
    • 
    • C. B. Zeller
    • September 27, 2024

48. Failed testing

    By Guest LSULLIVAN, July 31, 2007
    • 13 replies
    • 3.1k views
    • 
    • PensionPro
    • August 8, 2013

49. Failed Tests, removing money by 3/15

    By Guest Noidy, March 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • March 14, 2002

50. Failed to follow participant direction

    By Guest ERead, December 31, 1998
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 31, 1998