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auto enroll opt out


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Just wondering how others are mechanically handling auto enroll opt out participants who are refunded within the 90 day window in your pension software.

This client is with one of the large 401(k) vendors and I import to Relius. The import (of course) shows the contributions and then subsequent distributions.

I don't want these contributions to show on the ADP testing but am thinking that the deposits and withdrawals do need to be reflected in the plan asset activity for audit purposes.

(This is a large plan with the required 5500 audit.)

I can override in Relius to exclude them from the ADP/ACP testing but wanted to see if anyone does this differently within the software?

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