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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Retirement Plan Administrator – Senior Associate PBMares
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Farmer & Betts, Inc.
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Retirement Plan Legal Specialist Pentegra
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Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
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Employee Benefits and Executive Compensation Associate Attorney Verrill
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Retirement, LLC
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Retirement, LLC
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Administrator/Consultant (DC and DB) TPA Professionals |
Nicholas Pension Consultants
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EPIC Retirement Plan Services
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Retirement Plan Documents Specialist Loren D. Stark Company
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Pentegra
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EPIC: TPA/DPS
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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Kentucky Trust Company
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RTD Financial Advisors
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Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Relationship Manager ERISA Services, Inc.
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| How to Handle Excess Roth IRA Contribution? BenefitsLink Message Boards  Aug. 10, 2021 "Made a Roth IRA contribution in April 2021 for Tax Year 2020. Got an extension to file taxes. Found that I have made $1K contribution more than allowed. I thought Fidelity could just reduce the amount for 2020 by $1K and put $1K as contribution for 2021 because this is Roth IRA and the contribution was made in 2021. But it seems that they cannot do it past filing deadline of May 31 this year. What's the best/easiest way to handle this? Age 56." |
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