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Showing content with the highest reputation on 03/03/2018 in all forums
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Excess Deferral
mmustafa reacted to RatherBeGolfing for a topic
No. The excess should be distributed to the participant. You cant leave it in the plan. Edit: I just re-read the comment. If this was an Employer contribution that was mistakenly deposited as a deferral, then yes, you could tell AF to make a transfer to the correct source.1 point -
Record Retention
RatherBeGolfing reacted to Bird for a topic
I think the best answer is "as long as it takes to be able to prove that someone is getting or got the right benefit." IOW forever.1 point
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