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I have a plan that uses prior year testing.  Eligibility is 2 month with monthly entry.

For 2018 I tested without statutory exclusions.  I passed the testing for 2018.

I am running a projected test for 2019.  The plans fail the adp/acp test.  In Relius I can select the statutory exclusion " test separately"  box.

Are there any rules for switching between statutory exclusion from one year to another? 

Appreciate your help!

Posted
5 hours ago, Lou81 said:

I have a plan that uses prior year testing.  Eligibility is 2 month with monthly entry.

For 2018 I tested without statutory exclusions.  I passed the testing for 2018.

I am running a projected test for 2019.  The plans fail the adp/acp test.  In Relius I can select the statutory exclusion " test separately"  box.

Are there any rules for switching between statutory exclusion from one year to another? 

Appreciate your help!

Feel free to do it either way that passes and you can switch whenever you want.  Of course, we have NO plans that use prior year testing.

Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC
President
Qualified Plan Consultants, Inc.
46 Daggett Drive
West Springfield, MA 01089
413-736-2066
larrystarr@qpc-inc.com

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