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Posted

Can anyone offer suggestions on the best way to handle missed contributions? I have an employee who should have been enrolled in a 401(a) plan (non-ERISA) requiring an employee contribution and an employer match. Due to an administrative error, the employee was never enrolled and we have to make-up 3 years.

Can the adjustment be made currently or do we have to go back and retroactively amend tax forms?

Thanks.

Posted

Are you talking about a 401(a) plan or a 457 plan? This is in the 457 topic, but appears not to relate to a 457 plan.

Since you say it's a non-ERISA plan, what kind of plan is it? Governmental? Church? We have forums for both governmental and church plans, so you might want to post in the appropriate one.

Employee benefits legal resource site

The opinions of my postings are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of my postings are offered for informational purposes only and should not be construed as legal advice. A visit to this board or an exchange of information through this board does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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