Help - Search - Members - Calendar
Full Version: Correction of Plan Defects
BenefitsLink Message Boards > Retirement Plans > Correction of Plan Defects
Pages: 1, 2, 3, 4, 5, 6
  1. Contact information for EPCRS (1 reply)
  2. db distributed assets improperly (1 reply)
  3. Unpaid QNEC; Bankrupt Sponsor (3 replies)
  4. Fraudulant pension practitioner - What to do? (10 replies)
  5. blown 403(b) limit (1 reply)
  6. Late contribution corrective measures (7 replies)
  7. Single Participant (Sole Prop) Plan, about 10 years of "missed" 5500-EZ's and failure to amend for GUST (9 replies)
  8. GUST non-amender and plan termination flaws (7 replies)
  9. Failure to File 5+ Years (0 replies)
  10. What is "egregious"? (3 replies)
  11. Minimum Funding Standards (4 replies)
  12. Union/Non-Union tested together (2 replies)
  13. Correction of excess matching contribution (0 replies)
  14. Form 5330 and Overpayment of Taxes (1 reply)
  15. plan document contains wrong formula (26 replies)
  16. Incorrect vesting applied (0 replies)
  17. Exclusion of Eligible Employees - Employer Does Not Have ADP/ACP Testing Data (2 replies)
  18. incorrect match calculation (4 replies)
  19. Correcting an in-kind distribution (1 reply)
  20. contact at service re: questions (0 replies)
  21. Excluded Compensation (1 reply)
  22. Calculating Excise Tax on Late Deferrals (2 replies)
  23. failure to use total comp when figuring who is HCE (0 replies)
  24. Failing adp test using prior year testing method... (3 replies)
  25. existence of plan document? (2 replies)
  26. Retro Amend to corrent hardships in MPPP? (3 replies)
  27. Restricted lump sum to 25 highest paid - paid anyway (8 replies)
  28. which correction method? (1 reply)
  29. Sample Letter to Participants regaring Correction of Plan Defects (0 replies)
  30. Calculating "lost earnings" (4 replies)
  31. ADP refund after March 15th (2 replies)
  32. ERISA Challenge in state court? (1 reply)
  33. Late 401(k) contributions for mutliple years (2 replies)
  34. Employees of ineligible employer (noncontrolled group member) permitted to defer (1 reply)
  35. Sale of Plan Sponsor with Pending EPCRS Application (5 replies)
  36. Correction of Error in Deferral Amount Withheld. (0 replies)
  37. Administrative error? (1 reply)
  38. Failure to make profit sharing contribution/amend for GUST and other issues (2 replies)
  39. Late Deposits for 401(k) Contributions for multiple years (1 reply)
  40. Employer discretionary contribution to ineligible employee (0 replies)
  41. Canadian Employees if 401(a) Plan (3 replies)
  42. Failure to comply with salary reduction elections (14 replies)
  43. Recovery of Small Overpayments (1 reply)
  44. Missed ADP refunds and catch up contributions (1 reply)
  45. Overpayment revisited (8 replies)
  46. Incoming Rollover (2 replies)
  47. One to One Correction (1 reply)
  48. Voluntary Fiduciary Correction Program (0 replies)
  49. Difficulty in Implementing Correction after Compliance Statement Issued (0 replies)
  50. correction method for distribution from deferral account (2 replies)
  51. Failure to timely make minimum required distributions (2 replies)
  52. Coverage of Illegal alien - rights to account balance (6 replies)
  53. Improper loan? (3 replies)
  54. Can a loan be issued to fix a distribution error? (7 replies)
  55. Recharacterizing matching contributions as catch-up contributions to correct ACP failure (1 reply)
  56. Does anyone know anything about SAR SEP's? (1 reply)
  57. Late Deposit and Prohibited Transaction (2 replies)
  58. Mid-Year Correction of Improperly Categorized HCE (0 replies)
  59. Incorrect Compensation Used (1 reply)
  60. Compensation Period (1 reply)
  61. Improper DB Plan to PSP transfer of assets, and 411(d)(6) amendment? (0 replies)
  62. How do correct a correction? Recordkeeper mishandled excess contributions (0 replies)
  63. Not dated (1 reply)
  64. Any luck? (5 replies)
  65. Reversing Commissions - Effect on Plan Contributions (0 replies)
  66. Failure to distribute account at NRA (0 replies)
  67. Calculating the Rate of Return on Late Contributions (9 replies)
  68. Retroactive plan amendment (1 reply)
  69. Allocation Exceeds 415 Limit (5 replies)
  70. Number of VCP Filings (0 replies)
  71. Former Employees with no Distributable Event Permitted to Rollover Accounts to IRA (0 replies)
  72. Plan exists for 12 years - no plan document ever prepared? (5 replies)
  73. Is the contribution really late? (5 replies)
  74. PSP Contribution after the 8-1/2 month deadline (7 replies)
  75. Missed Catch-UP Contribution (2 replies)
  76. Improper Distributions (3 replies)
  77. Improper Loan (1 reply)
  78. DOL's VFCP--all hat, no cattle? (2 replies)
  79. Client failed to adopt finalized version within 91 days of the GUST determination letter; missed EGTRRA amendments, too; have to make a VCR submission? (3 replies)
  80. Significant Detriment (0 replies)
  81. Signature Page (0 replies)
  82. Lost Earnings Method - Undercalculated Employer Match (1 reply)
  83. Affiliated Service Group (2 replies)
  84. Sick Plans (0 replies)
  85. Tax Reporting of a corrective distribution (0 replies)
  86. How would you advise client on correction of this "reversion?" (4 replies)
  87. ineligible employee received contribution (1 reply)
  88. Correction of Failure to change deferral amount. (1 reply)
  89. Failure to obtain spousal consent for loan (2 replies)
  90. "Forever disqualified?" (2 replies)
  91. Correction of ASG Problem - failed to include eligible employees; probably fails discrimination testing (3 replies)
  92. Problem with Defn. of Normal Ret. Age (2 replies)
  93. Retroactive Amendment-401k plan (0 replies)
  94. Improper Loan (6 replies)
  95. Improper Exclusions from Comp (0 replies)
  96. MS Word version of Rev Proc 2003-44 (3 replies)
  97. delinquent employer contribution (0 replies)
  98. Late Contributions & 6621(a)(2) Tax Rate (2 replies)
  99. Mistake of Fact (4 replies)
  100. VFC (4 replies)
  101. Top heavy minimums (1 reply)
  102. Another Late Amender Qt. (0 replies)
  103. Excise Tax on Late Employer Contributions? (2 replies)
  104. Late Amender User Fee (1 reply)
  105. failure to obtain spousal consent (5 replies)
  106. Rev. Proc. 2003-44 -- SIMPLE Plans covered (0 replies)
  107. Interest Rate on Plan Loans (1 reply)
  108. IRS Position on Late Amendment (9 replies)
  109. Excluded Employee Participating in DC Plan (0 replies)
  110. City Hall pension (10 replies)
  111. Calculating earnings on excess contributions (2 replies)
  112. Change in beneficiary (3 replies)
  113. ADP Refunds (3 replies)
  114. Failing ADP corrections (1 reply)
  115. Retroactive Amendments (7 replies)
  116. Incorrect Match Allocation (0 replies)
  117. Ineligible Participation (4 replies)
  118. Retroactive Amendments under SCP (0 replies)
  119. Missed After-Tax Contributions (1 reply)
  120. Early entrant into 2 person profit sharing... (1 reply)
  121. HCE dies before ADP refund is made (1 reply)
  122. One man profit sharing plan that exceeded 415 (8 replies)
  123. Aftermath of a DFVC Filing (2 replies)
  124. Missed MRD and 1099-R (3 replies)
  125. Plan EIN (0 replies)
  126. Amendment Not Executed (0 replies)
  127. Esop Plan Contribution Deposited Twice (0 replies)
  128. Worth it to file VFCP with DOL? (5 replies)
  129. failed top-heavy test corrections (3 replies)
  130. Catch-up Contributions Credited as After-Tax Contributions (7 replies)
  131. Mistaken contributions... (0 replies)
  132. Failure discovered after VCP submission (5 replies)
  133. Contributed too much to Safe Harbor (2 replies)
  134. PTE for the sale of assets between a plan and a party-in-interest. (1 reply)
  135. Failure to File Form 5500 - Referral Needed (5 replies)
  136. Late Amender (2 replies)
  137. Tax with holding (5 replies)
  138. Participant's Lie Results in No Spousal Consent (15 replies)
  139. Mistaken Profit Sharing Contribution (5 replies)
  140. Over-funded Contribution (4 replies)
  141. One Year Hold-out and 401(k) (2 replies)
  142. Overpaid bene (2 replies)
  143. OVer-deduction of 401(k) deferrals (1 reply)
  144. Impermissible distribution (2 replies)
  145. Late SHNEC (4 replies)
  146. Filing Form 5330 after DOL audit (1 reply)
  147. Exclusion of a group of eligible employees (1 reply)
  148. 401k Salary Deferrals Not taken from Bonus Pay (9 replies)
  149. Non-eligible employees enrolled in plan (1 reply)
  150. In-service distribution not provided in document (0 replies)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2010 Invision Power Services, Inc.