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Posted

As I understand it, if someone has a missed opportunity to make a deferral, the Employer should make a QNEC of 50% of the missed deferral. Also, the full match should be made.

What does that mean?

Match formula is 50% of deferrals. If the missed deferral is $1,000, the ER will make a QNEC of $500. How much is the match? $500, which is 50% of the missed $1,000? Or just $250?

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

Guest Matthew Gouaux
Posted

The corrective contribution is 50% of the missed deferral, plus 100% of any match that would have been made on the missed deferral. If the missed deferral is $1000, the corrective matching contribution is $500 (100% of the match that would have been made on the missed deferral). You may also need to adjust for earnings.

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