Treatment of Match Relating to Refunded Excess Annual Additions

[Guest lforesz]

While it appears clear that an employer match that relates to refunded excess contributions can be forfeited, what happens if deferrals are refunded as a result of excess annual additions? What happens to the match that relates to these refunded amounts.

[MWeddell]

For a very long discussion of this issue, see:

http://benefitslink.com/boards/index.php?showtopic=8135