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Posted

Service provider accidentally comingled pre-safe harbor matching contributions and safe-harbor matching contributions and, as a result, permitted hardship withdrawals of safe harbor matching contributions for several NHCEs over a three-year period. Several of the affected participants have since terminated employment.

Our thoughts are to perform applicable nondiscrimination testing for the affected years, but service provider is charging an enormous amount to run the testing. :angry:

Thoughts on possible alternative corrections?

Posted

What is the "applicable non-discrimination testing" you are referring to?

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