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Showing content with the highest reputation on 09/12/2021 in all forums
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Correcting deferral contributions made by ineligible employee
John Feldt ERPA CPC QPA reacted to Lou S. for a topic
No adjustment to W-2. The 1099-R will be the reporting of the income to the Participant.1 point -
Erroneous exclusion of partipant to plan correction calculations
John Feldt ERPA CPC QPA reacted to Mike Preston for a topic
Why don't you just do the test?1 point -
Correcting deferral contributions made by ineligible employee
John Feldt ERPA CPC QPA reacted to EBECatty for a topic
True, but if you look at Section 5.01(3)(a) of EPCRS, the definition of an "Excess Amount" is much broader than just a 415 excess. I've always taken the language in 6.06(1) referencing Rev. Proc. 92-93 ("...generally treated in the manner described...") as meaning "use rules similar to." Just my two cents.1 point
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