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Showing content with the highest reputation on 01/22/2013 in Posts

  1. BG5150

    ADP Refund options

    Nope. When doling out the refunds, you start with the HCEs with highest deferral dollars and level downward. If anyone has catch-up to spare, it will offset the amount paid, but doesn't eliminate it from consideration.
    2 points
  2. The 25% or 50% limit is based on total contributions to the plan, not just the current year. That total does not include rollovers.
    1 point
  3. Kevin C

    Three IRS Phone Forums

    Three IRS phone forums scheduled for February 2013 http://www.irs.gov/Retirement-Plans/Phone-Forums-Retirement-Plans Ethical Standards for and Accountability of Practitioners Offering Tax Advice Relating to Employee Benefit Plans - February 13, 2013 Employee Plans Compliance Resolution System Changes - February 21, 2013 - Session #1 - (Morning) Employee Plans Compliance Resolution System Changes - February 21, 2013 - Session #2 (Afternoon) Overview of the 2012 Cumulative List of Plan Qualification Changes - February 28, 2013
    1 point
  4. I would be shocked if the result, after following ETK's good advice, is not that you use the new hire date.
    1 point
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