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Missed Deferral 2016 and 2017 - still fix?


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Posted

Due to an error in the clients payroll system, a participants deferral was not taken for the plan years 2016 or 2017. They received their 3% SHNE, which was the only employer contribution. With the new 25% corrective contributions, can they still do this? 

I just want to make sure when it says "the last day of the second plan year after the plan year in which the failure began (which was 2016) - so that would be by 12/31/18 correct?

Posted

Did the deferrals start-up?  Notice is required within 45 days of starting correct deferrals to take advantage of 25% corrective QNEC contribution contributed by end of 2018 Plan Year

Posted

They are starting the deferrals now. So they will mat the 25% qnec for 2016 and 2017. When we calculate the earnings - its it based on the 18,000 that should have gone in or the qnec amount? 

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