ERISAGal Posted Monday at 07:59 PM Report Share Posted Monday at 07:59 PM Is it possible to take an HCE's ACP testing refund and have it recharacterized to an after-tax "bucket" within a 403b plan? I would imagine the plan would need to issue a 1099R reporting the taxable event for the required distribution amount. Thanks so much for your assistance! Link to comment Share on other sites More sharing options...
BG5150 Posted Wednesday at 08:11 PM Report Share Posted Wednesday at 08:11 PM Does the plan allow for after tax contributions (NOT Roth)? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left. Link to comment Share on other sites More sharing options...
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