Viewing Nondiscrimination Test Results
This section discusses how to view nondiscrimination test results.
Important! PeopleSoft provides these nondiscrimination tests for your use as a template, not to use for actual reporting.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
SAVINGS_PLANS1 |
View nondiscrimination test results for an individual. |
|
|
NDT_401_RESULTS |
View the nondiscrimination test results for all employees in 401(k) and 401(m) tests. |
|
|
NDT_129_RESULTS |
View the nondiscrimination test results for all employees. |
Use the Savings Plans page (SAVINGS_PLANS1) to view nondiscrimination test results for an individual.
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As a result of the last nondiscrimination test that you performed, the system indicates that an employee is highly compensated (based on the current year) by displaying the Highly Compensated indicator at the top of the page.
Use the Review Test Results (for 401(k)) page (NDT_401_RESULTS) to view the nondiscrimination test results for all employees in 401(k) and 401(m) tests.
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Image: Review Test Results page for 401(k)
This example illustrates the fields and controls on the Review Test Results page for 401(k). You can find definitions for the fields and controls later on this page.
|
Field or Control |
Definition |
|---|---|
| Average for HCE (average for highly compensated employees) and Average for NHCE (average for nonhighly compensated employees) |
The system report the average actual contribution percentage (ACP) and actual deferral percentage (ADP) for highly compensated and nonhighly compensated employees. |
| Basic 125% Test and Alternate 2% Test |
The systems automatically indicate a Pass or Fail status. |
| Discriminatory Excess |
If both the Basic and Alternate 2% tests failed, the system displays the discriminatory excess percentage. |
| Aggregate Limit Test |
If the system runs this test, it automatically indicates a Passed or Failed status. |
Use the Review Test Results (for 129) page (NDT_129_RESULTS) to view the nondiscrimination test results for all employees.
Navigation
Image: Review Test Results page for 129
This example illustrates the fields and controls on the Review Test Results page for 129. You can find definitions for the fields and controls later on this page.
This page displays the results of the Eligibility Cross-Section test, the 55% Average Benefit test, and the 5% Owner Concentration test. If you elected to test for separate lines of business, the Separate Line of Business check box is selected.
You can produce nondiscrimination testing reports that provide a breakdown of the testing results by employee (divided into highly compensated employee and nonhighly compensated employee groups) as well as a display of the calculations involved in the test.
401 Nondiscrimination Testing reports also show the results of the Aggregate Limit test if test result conditions require this test to be performed.