Guest RPL Posted January 20, 2003 Posted January 20, 2003 Has anyone dealt with the question of maintaining the loan balance of a participant when the loan is deemed distributed? The balance does not get maintained for the Schedule H or I on the Form 5500 but my research indicates that the balance plus accrued interest is to be maintained for other purposes, one of these being the Top Heavy Test. Are any of you keeping the loan balance in Relius and then manually subtracting it to get the Schedule I amounts? Or are you maintaining outside of Relius so that your Schedule I matches the Relius Summary of Accounts?
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