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Automatically enrolled but at the incorrect %


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Guest Iwonder
Posted

Participant was automatically enrolled at 3% instead of 6% throughout most of 2008. This occurred during a transitional period. Purely an oversight.

Employer wishes to make a QNEC for 50% of the amount of the missed opportunity (6% - 3% actually deferred) + lost earnings + missed matching.

It looks as though EPCRS does not yet have anything specific to a situation like this and has solicited comments. So employer just wants to do the best thing without specific EPCRS guidance.

Are they, or I, missing anything?

Thank you

Posted

I don't think you've missed anything.

John Simmons

johnsimmonslaw@gmail.com

Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.

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