FAQ 617: ADP--Union group is being included in forfeiture allocation and ACP test


Union employees are coded with a U status.

We included U in the plan spec Group #2 excluded. The groups on active reports field does NOT include group 2.

On the matching forfeiture screen, the Contrib: Groups Elig. and Forf: Groups Elig. fields are both coded 34 only.

Why are these union employees being counted where we don't want them?


The union code needs to be in all three status code fields in the employees' records. Matching and profit sharing are subject to secondary and tertiary eligibility, and these codes are currently active statuses. Make sure that all three statuses are "U" and they should not be included in the allocation or the ACP test.