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Can a Plan start an EACA mid-year but just not have the 6-month ADP/ACP excess rule applied for the short year but still have the permissible withdrawal rule applied for that year?

Posted
Can a Plan start an EACA mid-year but just not have the 6-month ADP/ACP excess rule applied for the short year but still have the permissible withdrawal rule applied for that year?

I think the answer is yes only if you have a new plan for that year where the 401k feature starts on the same date. Not sure about the 6-month ADP/ACP extention.

"Great thoughts reduced to practice become great acts." William Hazlitt

CPC, QPA, QKA, ERPA, APA

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