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Posted

I am new to 403(b) testing.

Can a 403(b) run the ACP test uy excluding all employees that would not have met a Age 21, 1 year with dual entry eligibility? Like we do for 401(k) ADP/ACP testing?

Posted

Rules for ACP test are the same for 403(b) as for 401(k).  There just is no ADP testing.

Hope this helps!

Patricia Neal Jensen, JD

Vice President and Nonprofit Practice Leader

|Future Plan, an Ascensus Company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@futureplan.com

P 949-325-6727

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