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Found 2 results

  1. ratherbereading
    Have a plan that failed the adp acp test. Participant is 60% vested. Relius is showing Allocable Income on the ACP correction. Is it 60% of the Refund Amount that is forfeited? How does the Allocable Income come into play then?
  2. doombuggy
    I am working on a plan that failed the ADP test for 2014. 2 HCEs need refunds. They terminated in October and took their assets out in December 2014. Both rolled their assets over to IRAs. So what do we do to "correct" the test failure? let these former participants know that they need to take $x out of their IRA as an ADP refund?
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