"I have a plan where an HCE took an in-service distribution of most of his account and now needs to get an ADP/ACP refund. A little money was left in his deferral source, but it is not enough to cover the excess contribution refund amount. There is plenty of money in his match source to cover both the excess contribution and the excess aggregate contribution. He is fully vested in both sources. Does anybody know of any reason I can't just take the excess deferral correction amount from the match source?"

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"Testing for 401a26 and annual method fails. Software has couple options: [1] Change to average salary (highest [3] and test against annual accrual [2] Change to average salary and use accrued-to-date method (been doing the plan since day one so have all the data) Any issues with either of the above? Also, I could not find anything that would prohibit me testing 410b and 401a4 using different methods than 401a26. Anything I am not able to find?"

"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?"