BG5150 Posted January 28, 2021 Posted January 28, 2021 I have someone who terminated in 2020 and took a distribution. I need to add her distribution amount back to the plan balance for Top Heavy. Do I have to also add back any of her in-service withdraws the previous 4 years? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
Lou S. Posted January 28, 2021 Posted January 28, 2021 She terminated in 2020 so you only need to add back in the 2020 withdrawals to the TH test. The in-service add back is for active employees. Luke Bailey 1
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