Overview
Users may combine non-ftwilliam.com (non-ftw) summary testing data with plans in ftwilliam.com (FTW) by entering the applicable non-ftw data in either the Combined Test Parameters page and/or ADP/ACP Test Parameters screen, so that those entered amounts can be aggregated with the amounts in the current plan for 410b, deduction and ADP/ACP testing. The following steps assume the plan specifications, source data and census data are already set up in the FTW plan.
Setup
To identify a plan in FTW as an aggregated plan, go to " Set Combined Test Parameters". The aggregation options are in the “Aggregation/Disaggregation” box and can be changed using the options for “Testing Aggregation Used”. The options for "Testing Aggregation used:" are:
- "Yes" (aggregate data at the participant level – plans on Ft. William),
- "No" (no aggregation) and
- "Yes - Non ftw plan" to indicate that aggregation will be performed using summary testing data from other Plans.
To aggregate a plan with a non-ftw plan, set “Testing Aggregation used:” to “Yes – Non ftw plan”, then press “Refresh”.
Enter Combined Test Data
Once the aggregation is set to “Yes – Non ftw plan” and the user has pressed the “Refresh” link, the “Review/Edit Non-ftw Data” link will appear.
Clicking the “Review/Edit Non-ftw Data” link will take the user to the Combined Test Non-ftw Data screen. In this screen, users can enter data for the 410(b) Ratio Percentage Test (Coverage Test) and the Deduction Limit Test. The data entered here will be aggregated with the FTW plan data to produce aggregated test results.
Enter ADP/ACP Test Data
To enter ADP/ACP test results for a non-ftw plan, click “Set ADP/ACP Testing Parameters”. In the second box of options, users will see “Plan Aggregation” set to “Yes – Non ftw plan” and a link to “Review/Edit Non-ftw Data”.
Clicking this link will take users to the ADP/ACP Non-ftw Data screen, where participant counts and total ADRs from Non-ftw plans can be entered.
- In the NHCE Cnt columns, the total number of NHCEs in the ADP/ACP test should be entered here.
- In the Total NHCE ADR/ACR columns, the total ADR for all NHCEs in the ADP test should be entered here.
- Similarly, in the HCE Cnt columns, the total number of HCEs in the ADP/ACP test should be entered here.
- In the Total HCE ADR/ACR columns, the total ADR for all HCEs in the ADP test should be entered here.
If the Non-ftw plan has collective bargaining agreement (Union) employees, click the “Add rows for CBA employees” button and complete the extra grid rows. Please note that clicking this button will appear to delete the data that was previously entered in this screen. The data has not been deleted. After completing all applicable boxes, press the “Update” button at the bottom of the screen.
Now that all of the non-ftw plan data has been entered, users may run the data scrub, allocations, and tests as they normally would.
