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Full Version: Forfeitures accumulation since '97
BenefitsLink Message Boards > Retirement Plans > 401(k) Plans
austin3515
A client has not used theoir forfeitures since 1997. The doc requires them to be allocated out annually as if they were profit sharing contributions.

Is it necessary to go back and reconstruct the allocations back 4 years?

Any references on this stuff?
Kirk Maldonado
Do we have the same client? I have the same issue with a client involving the same years. Is your client in southern California?
austin3515
No, but I'm glad you responded!

What are you doing with them?
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