Excess deferral and match forfeiture

[alexa]

We have an employee who was capped at 15500 in out plan (not age 50) who contributed 600 in prior employer plan

She would like for us to refund the excess deferral from our plan.

She had been contributing 20% well above the max deferral % we match on, namely 6%.

We match each payroll which is weekly

I assume we don't have to worry about forfeiting any match on this excess deferral?

thanks

[Jim Chad]

FWIW I agree with you. Don't need to touch the match.

Even if the document says that the period for match calculation is weekly, I still don't think this changes the answer.

Was that the reason you were double checking?