jsb Posted January 2, 2015 Posted January 2, 2015 Our plan has a provision which allows a member to use the 3-year catch-up to make additional contributions based on missed contributions under our plan or any other 457 plan in our state. Historically, we have only provided the catch-up based on contributions missed from our own plan, as this requires verification of those missed contribution. Because of turnover at upper management levels, we have been requested to allow a member to catch-up their missed contributions from another plan, but have no mechanism to verify missed contributions under another employer's plan. Is anyone able to provide a copy of or link to a form that can be sent to another plan for that plan to certify the level of missed contributions? Thanks in advance.
SeanTankarian Posted January 2, 2015 Posted January 2, 2015 Hi jsb...if you can't find a 'clean' one, you can model a new form perhaps on Exel: http://www.icmarc.org/prebuilt/apps/downloadDoc.asp
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