401kLife
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With SECURE, can an existing plan add Safe Harbor mid-year?
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A participant's loan was deemed in 2014. He received a 2014 1099-R for the balance. However, a loan payment was applied to the loan balance in 2015 and the loan was deemed again later that year. He received a 2015 1099-R for the balance. Should one of the 1099-Rs been reversed? The participant is currently an active employee.