FAQ 661: ACP--Forfeiture of the non-vested portion of the excess aggregate or ATM

Problem:

If I have a forfeiture due to failed ADP/ACP test.
How do I post that so that when I run valuation it doesn't disappear?



Solution:

These amounts must be posted as a transfer out or withdrawal in the employee's Account Values (VALUE) screens, as active participants cannot have forfeited amounts.