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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
ktyler
How do you calculate gain on excess annual additions? Is it only for the plan year for which the excess amount was contributed, or does gap gain also apply?
Blinky the 3-eyed Fish
There are no set rules to my knowledge, only to do something reasonable. I have always just applied the same safe harbor rules that apply to excess contributions figuring those can't be considered unreasonable.
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