fiona1 Posted March 11, 2004 Posted March 11, 2004 Hypothetical: Joe Schmo is in two different 401(k) plans with two different recordkeepers. He exceeds his ED limit. Are there any rules or guidelines on where the excess deferral refund should come from? He is active in both plans.
R. Butler Posted March 11, 2004 Posted March 11, 2004 Review the plan document. It should cover the situation.
WDIK Posted March 11, 2004 Posted March 11, 2004 Other discussion. ...but then again, What Do I Know?
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