Jump to content

HCE Deferral Changes to Pass ADP


Recommended Posts

Posted

A 401(k) plan is using current year ADP testing and has semi annual enrollment. If the plan is out of compliance, can the Plan Administrator lower the HCE's deferral percent at this time or any time to help produce a passing ADP test?

Posted

The plan document/adoption agreement should indicate when a participant can change the amount/percentage they elected to defer into the plan. However, they should be able to drop to a $0/0% deferral at any time during the plan year regardless of the plan limitation on when deferrals may change.

Posted

That old refrain . . . Consult your plan document. Most well-crafted plans provide that the plan administrator can reduce or suspend an HCE's deferrals at any time to comply with discrimination testing.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use