401(k) Plans

19,275 topics in this forum

1. ADP test and Statutory exclusions

   By rcline46, January 6, 2006
   • 17 replies
   • 10.8k views
   • 
   • C. B. Zeller
   • August 22, 2019

2. adp test and terminated participants

   By Chippy, May 21, 2014
   • 7 replies
   • 4.2k views
   • 
   • Chippy
   • May 28, 2014

3. ADP Test Compensation

   By Buckoosier, April 13, 2015
   • 3 replies
   • 1k views
   • 
   • Buckoosier
   • April 14, 2015

4. ADP Test Correction

   By imchipbrown, January 22, 2004
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • January 23, 2004

5. ADP Test Correction & RMD

   By pixiebear, January 29
   • 1 reply
   • 501 views
   • 
   • C. B. Zeller
   • January 29

6. ADP test eligible employee was excluded

   By blue, January 18, 2008
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • January 18, 2008

7. ADP test excludable employee

   By EBDI, January 30, 2017
   • 19 replies
   • 2.3k views
   • 
   • My 2 cents
   • February 8, 2017

8. ADP test failed but HCE already has rolled over his account to an IRA

   By Brenda Wren, July 15, 2000
   • 1 reply
   • 4.9k views
   • 
   • MWeddell
   • July 17, 2000

9. ADP test fails, refund, and subsequent deferral limits

   By Belgarath, November 18, 2005
   • 5 replies
   • 2.7k views
   • 
   • Tom Poje
   • November 22, 2005

10. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 4.2k views
    • 
    • Guest
    • July 23, 2008

11. ADP test failure

    By thepensionmaven, September 15, 2016
    • 5 replies
    • 731 views
    • 
    • ETA Consulting LLC
    • September 19, 2016

12. ADP Test Failure - not enough in 401(k) Account due to Loan

    By Towanda, March 12, 2018
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 14, 2018

13. ADP test failure after 3/15/13 deadline

    By doombuggy, March 28, 2013
    • 2 replies
    • 1.7k views
    • 
    • 12AX7
    • March 28, 2013

14. ADP Test Failure Determined after HCE paid out.

    By Guest Factor, September 16, 2005
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 17, 2005

15. ADP Test for a KSOP

    By Guest BrianF, February 14, 2002
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 18, 2002

16. ADP Test for first plan year

    By Guest Sara H, December 29, 1998
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • December 29, 1998

17. ADP test for first year that NHCEs are in Plan

    By Lynn Campbell, January 29, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 1999

18. ADP test for fiscal year plan: use leftover catchup from previous calendar year?

    By AlbanyConsultant, December 1, 2022
    • 4 replies
    • 911 views
    • 
    • AlbanyConsultant
    • December 2, 2022

19. ADP Test for Prevailing Wage Plan

    By Guest notapensiongeek, August 25, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2008

20. ADP Test in Control Groups

    By Guest JF, May 26, 2000
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 26, 2000

21. ADP Test in Error

    By ConnieStorer, April 12, 2019
    • 2 replies
    • 655 views
    • 
    • ConnieStorer
    • April 12, 2019

22. ADP Test in Plan Termination Year

    By Guest Giovanni, September 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2004

23. ADP test in the year of acquisition

    By Guest MikeD, August 30, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 30, 2005

24. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa, December 20, 2018
    • 5 replies
    • 5.1k views
    • 
    • MQS0413
    • October 30, 2024

25. ADP Test Issue

    By Guest t936, October 14, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 17, 2005

26. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 4 replies
    • 1.9k views
    • 
    • fiona1
    • March 2, 2010

27. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 0 replies
    • 821 views
    • 
    • PFranckowiak
    • February 24, 2010

28. ADP Test Question - Plan Imposed Limit

    By pholosofizer, October 30, 2014
    • 2 replies
    • 1k views
    • 
    • pholosofizer
    • October 30, 2014

29. ADP test refund going to automatic non-deductible contribution bucket?

    By ldr, September 18, 2020   

    • adp test; non-deductible contributions
    • 17 replies
    • 1.8k views
    • 
    • BG5150
    • September 23, 2020

30. ADP Test Refunds

    By PensionPro, March 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 20, 2009

31. adp test with llc owner with negative k-1

    By MR, October 7, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2003

32. ADP Test with no compensation

    By Guest RCAB, January 22, 2014   

    • adp
    • compensation
    • 1 reply
    • 2k views
    • 
    • Bird
    • January 23, 2014

33. adp test, new plan spin-off

    By Guest carsonv, August 21, 2003
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 26, 2003

34. ADP test, prior year, 1st year with NHCE

    By Guest crosseyedtester, December 9, 2004
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • December 9, 2004

35. ADP Test: can switch from prior to current after EOY

    By TPApril, July 16
    • 2 replies
    • 626 views
    • 
    • Lou S.
    • July 16

36. ADP test(s) for control group

    By Richard Anderson, June 26, 2001
    • 4 replies
    • 2.9k views
    • 
    • austin3515
    • July 11, 2007

37. ADP Testing

    By imchipbrown, June 19, 2003
    • 3 replies
    • 1.1k views
    • 
    • imchipbrown
    • June 20, 2003

38. ADP Testing

    By Guest cease, June 20, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2003

39. ADP Testing

    By PFranckowiak, November 18, 2019
    • 4 replies
    • 1.1k views
    • 
    • ugueth
    • November 21, 2019

40. ADP Testing

    By Guest elang, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • May 4, 2012

41. ADP testing

    By cpc0506, June 5, 2018   

    • excluded employee
    • 1 reply
    • 454 views
    • 
    • Kevin C
    • June 7, 2018

42. ADP Testing

    By Archimage, November 25, 2003
    • 9 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 26, 2003

43. ADP Testing

    By Guest ladybug61, March 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 10, 2003

44. ADP testing

    By Guest Amy Marie, January 8, 2009
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • January 8, 2009

45. ADP testing

    By rlb64, March 7, 2006
    • 2 replies
    • 1.9k views
    • 
    • dmwe
    • March 8, 2006

46. ADP Testing

    By MBCarey, March 22, 2004
    • 0 replies
    • 962 views
    • 
    • MBCarey
    • March 22, 2004

47. ADP Testing

    By Guest perplexedbypensions, December 28, 2006
    • 4 replies
    • 1.2k views
    • 
    • Sully
    • December 28, 2006

48. adp testing - controlled group

    By Chippy, November 21, 2016
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 22, 2016

49. ADP testing - controlled group

    By Chippy, August 29, 2017
    • 8 replies
    • 1.4k views
    • 
    • Belgarath
    • August 30, 2017

50. ADP Testing - Determining HCEs and NHCEs

    By waid10, February 2, 2021
    • 7 replies
    • 989 views
    • 
    • Lou S.
    • February 4, 2021