ADP/ACP Nondiscrimination

[Towanda]

I rarely use Relius Administration, but I have to for a particular project, and it is just NOT intuitive.

I set up my plan specs and I am trying to run ADP testing.  I get a pop-up that says:  

"In Plan Specifications at least one Plan Source must be coded to be included in he ADP/ACP test."

But it is!  It is!

I've looked through other screens to see if I am missing something, but it just isn't staring at me.

Any ideas?

[Bri]

Did you pair the proper Relius account number to that source?  Like, maybe your account 201 is accidentally the match source.

[Pam Shoup]

If you updated the source to be included in the 2026 year, Relius does not go back and mark the source to be included in the 2025 year.  Make sure that you have both years marked to include the source in the testing.

[Miles Leech]

The two answer above by Pam & Bri are both good places to look. Unfortunately, Relius is a very complex beast & I feel your pain on the highly unhelpful error messages; it's one of the biggest reasons my firm is moving away from Relius this year.

In regards to Bri's answer, if you go to plan specs > source summary and click the magic hat button (thanks for the clear labeling FIS), you can generate accounts. By selecting all sources & all investments, you can make sure your plan has an account for every investment-source pair. If your plan has certain more complex provisions relating to source-specific investments, just be careful using this tool. Per Pam's answer, make sure this is done for any relevant plan years. 

 

 

Hope this helps!