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Showing content with the highest reputation on 09/29/2016 in Posts
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I think you are fine curing the loan the first time it is discovered "and putting in procedures to avoid it happening again". I think you have not cured it if you repeat the pattern on a regular basis.1 point
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Sec 415 Avg Pay Limit and Delayed Retirement
david rigby reacted to jpod for a topic
Unless I am confusing your situation with another, I think, in order to avoid an impermissible forfeiture under 411, he should have been receiving in-service distributions starting at the point in time his actuarial increased benefit exceeded the 415(b) limit. I believe there is a statement in the DB LRMs to that effect, if not published elsewhere.1 point
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