Controlled Group, one member excluded

[R. Butler]

Controlled group, 2 members (A&B), 2 separate plans. I set up both plans under the same employer. List all employees in both plans. I am trying to do coverage testing for Company A. All of Company B's employees are put in an excluded division. Relius is treating all employees of Company B as eligible, but not benefitting, regardless of whether age and service requirtements have been met. I am fairly certain that Company B's employees still have to meet age and service to be included in testing. How can I make the test work properly?

I know can get around this by taking such employees out of the excluded division, but I would rather not do that. I want to carry the employees forward each year and I am afraid I'll forget to put them back in the excluded divsion once age & service have been met.

Thanks in advance for any guidance.

[pmacduff]

I haven't tried this myself, but when you are in the Non-discrimination testing, there is a "divisions" flag. The Relius Help screen indicates that you can use this flag to choose which divisions to include on your test, so I believe you could simply check all of the includable divisions. Hope this works/helps. Patti