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Old 09-17-2018, 05:21 PM
ConfusedAnalyst ConfusedAnalyst is offline
Join Date: Sep 2018
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Default Missed MRC

We have a client that didn't pay their 9/15 residual contribution. They did however make a 4/15 quarterly this year. Can we use this towards the prior year contribution? If so, does that mean the Form 10 and participant notification is just really late? Does anyone have experience recharacterizing current plan year contributions for the prior year? (No credit balance for this plan, cash contributions only)
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