Guest SandraCrowley Posted May 11, 2011 Posted May 11, 2011 I work for a TPA firm and need some clarification on this subject. We have a client that has been sending in double the amount of employee deferrals and safe harbor match for one participant since late 2009. Do we need to remove these funds from the employees account and into forfeiture or can we leave them in the employees ccount if they are under a certain dollar amount?
QDROphile Posted May 11, 2011 Posted May 11, 2011 Who is advising the plan administrator about how to handle the situation?
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