mmustafa

Can you please explain about BRF test?

If the software is Relius Administration, then i think, the ADP compensation can be reported with Including bonus and ACP with excluding bonus.

Hello, In Plan Adoption Agreement i have found the following special rule for Matching Contribution. "The Employer is authorized to group participants based on Years of Service and to determine a match contribution for each group. Within each group, this match contribution will be allocated as a fixed dollar amount for each participant." What should be the treatment? I will be waiting for the reply. Thank you

Thank you very much Tom for your quick and detail. This is a partnership plan and they confirm us that the excess amount is the Employer contribution which is funded to Deferral. The RK of this plan is American Funds. So, should i show this excess deferral amount as Employer contribution (SH3% nonelective) and instruct AMF to transfer the amount from the respective participants deferral account to SH3% account? Look forward to hearing from you

Hello, An employee deferred more than 18,000 for 2017 plan year but he is less than 50 years of age at the end of 12/31/2017. How we are going to solve this issues. Thank you mmustafa