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Posted

Any thoughts on whether or not excess revenue can be used to offset employer match? I'm assuming no; I know the DOL prohibits the use of excess revenue for settlor expenses, but can't find anything definitive regarding the use of the money for match. Thanks...

Posted

What is "excess revenue"? Another way to say ERISA recapture account? I THOUGHT there were only two possible dispositions of the funds: pay expenses or reallocate to participant accounts.

QKA, QPA, CPC, ERPA

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

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