Invoking OTE testing in Relius Administration !

[Guest bjschiedel]

I have checked the box to perform the ADP/ACP testing for statutory excludables separately. However, the program is not automatically placing my two excludable HCEs back in the nonexcludable ADP/ACP test.

Typically, when there is an HCE in the OTE group, they must be drawn back into the testing. Eligibility requirements fro the plan are age 20.5 and no service. The two HCEs were hired 1/1/03, so I tried giving them earlier fictitious dates of hire to fool the system into including the two HCEs in the nonexcludable ADP/ACP test.

Can anyone help, please ?????

Is there somewhere in the system that I need to tell it to draw OTEs that are HCEs back into the overall ADP/ACP test?

[Tom Poje]

it is optional how you want to handle HCEs that are otherwise excludable.

I would simply go into census and change the coding on those ees -

the benefits/contribution screen,

statutory excludable - no override

[Guest bjschiedel]

Tom,

I have been reading various postings of yours for years now, and I was very excited to see that you responded to my question.

I made the change that you suggested in the system and the testing is perfect now. I really appreciate you taking the time to respond.

I literally tried everything to make the test work before, but I did not pay any attention to the screen that you referred me to.

Thanks again !!!

[Tom Poje]

thank for your compliments.

I suppose there may be one other issue involved. This 'option' only applies to the ADP/ACP test.

for purposes of coverage the HCEs in question are still treated as 'otherwise excludable' - at least I don't think there is a similar rule under coverage.