fiona1
Mar 11 2004, 02:43 PM
Hypothetical: Joe Schmo is in two different 401(k) plans with two different recordkeepers. He exceeds his ED limit. Are there any rules or guidelines on where the excess deferral refund should come from? He is active in both plans.
R. Butler
Mar 11 2004, 02:49 PM
Review the plan document. It should cover the situation.