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Calculate Earnings on Excess Annual Additions


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Guest saotampa
Posted

We have a plan that had excess annual additions for 2006 plan year. We need to refund deferrals and forfeit associated match. Do we calculate earnings on the deferral refund and forfeited match from date he started deferring to the date refund is made or from date he started deferring to 12/31/06?

Guest saotampa
Posted

The Corbel IDP doesn't specify gap income for 415 corrections, only for ADP/ACP corrections. Is it safe to assume we don't have to calculate gap income on this type of corrective distribution? Thanks for the link. I must have missed that one yesterday.

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