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. Late GUST amender qt. (0 replies)
  2. VCT for Universal Availability Failure (0 replies)
  3. Correcting deferrals on non-deferrable comp. (2 replies)
  4. DOL Audits (3 replies)
  5. Form 5330 Excise Tax (2 replies)
  6. Failure to File Form 5500-EZ (3 replies)
  7. Correction for SEP (1 reply)
  8. Money Purchase Pension Plan did not follow Vesting Schedule. (2 replies)
  9. Entry section of adoption agreement was left blank. (0 replies)
  10. broken welfare plan (0 replies)
  11. prohibited transaction? (1 reply)
  12. In-service distribution of elective deferrals before age 59-1/2 (0 replies)
  13. Consequences of failure to timely adopt. (0 replies)
  14. EPCRS and failed coverage (3 replies)
  15. Negative Earnings (5 replies)
  16. Employer contributed too much to MPPP. (1 reply)
  17. Walk-in CAP Already Received, Yet New Plan Errors Subsquently Id'd (0 replies)
  18. Plan Was Supposed To Allow Participant Investment Direction -- But Did (3 replies)
  19. Exclusive Benefit Violation (Inclusion of Non-Employee) (0 replies)
  20. Money refunded due to ADP test was never participant's. (3 replies)
  21. Deduction of Expenses (3 replies)
  22. No amendment since 1990... (3 replies)
  23. 404 limit exceeded in prior years (9 replies)
  24. Funding Deficiency in MPP (1 reply)
  25. 1099-R for which year(s)? (1 reply)
  26. Scp (3 replies)
  27. VCP procedures... (1 reply)
  28. When is it taxable? (ADP/ACP Corrections) (1 reply)
  29. Failure to Make MP Contribution- Prohibited Trx (8 replies)
  30. Top Heavy Profit Sharing Plan (2 replies)
  31. Minimum Funding and Form 5330... (7 replies)
  32. 414(s) (5 replies)
  33. Top heavy - include correctives? (6 replies)
  34. where would you rather be? (1 reply)
  35. Calculation of ADP/ACP corrective distributions... (5 replies)
  36. Cost/Benefits of DOL VFCP (0 replies)
  37. Excess contribution due to annual additions limit (2 replies)
  38. Unauthorized Distributions in Profit Sharing Plan (0 replies)
  39. Rev Proc 2002-47 in Word format? (3 replies)
  40. GUST Deadline Missed (tricky, time is short) -- Solutions? (0 replies)
  41. What to do with excess contributions that were mistaken rolled over to (1 reply)
  42. Failure to Suspend Contributions following Hardship Withdrawal (1 reply)
  43. No Plan Document (3 replies)
  44. Correcting RMDs (1 reply)
  45. Minimum Funding Deficiency (2 replies)
  46. Contribution based on Compensation that should have been excluded (1 reply)
  47. Tax treatment of correction (1 reply)
  48. ADP/ACP Test after correction?????? (1 reply)
  49. Mistaken contributions... (7 replies)
  50. Failure to deduct loan repayments (2 replies)
  51. DFVC Program... (1 reply)
  52. VFC - finalized program criteria (1 reply)
  53. Late PSP Contribution (0 replies)
  54. Correction of 401(a)(17) failure under Rev. Proc. 2001-17 (1 reply)
  55. Refund of Forfeitures to Contributing Employers (0 replies)
  56. IRS Notice 2002-23 and IRS Announcement 2002-31 (0 replies)
  57. Union And Non-union Employees In Same Plan (5 replies)
  58. Correction of SIMPLE IRA plans (3 replies)
  59. Ineligible deferrals- variation on a theme (0 replies)
  60. Planning System for Employee Benefits (0 replies)
  61. Correction of Error in Computing matching Contribution (5 replies)
  62. Correcting an invalid distribution from MPP (1 reply)
  63. Floor earnings under VFCP? (0 replies)
  64. Can QNEC contribution be made under IRS correction program even if pla (1 reply)
  65. Adopter of volume submitter never submitted plan to IRS (0 replies)
  66. DOL's DFVCP (0 replies)
  67. Hardship distribution completed, no allowed per plan document. (4 replies)
  68. IRS fees under the compliance systems (1 reply)
  69. Deductibility of top heavy contribution (0 replies)
  70. Family Status Verification (2 replies)
  71. Inadvertant Coverage of Union Employees Under "Owners" DB Pl (1 reply)
  72. Correction of Mistaken Deferrals (3 replies)
  73. Delayed Transfer of 401(k) Funds (3 replies)
  74. Favorable Letter Requirement of EPCRS (0 replies)
  75. Favorable Letter Requirement (2 replies)
  76. Restorative Payment Issue (1 reply)
  77. EPCRS - Self Correction - Allocation of Investment Losses (3 replies)
  78. Extraordinary Costs of Correction (0 replies)
  79. deposit errors (0 replies)
  80. ineligible deferrals reporting (0 replies)
  81. Failure to Obtain Spousal Consent (1 reply)
  82. Big Oops (9 replies)
  83. Plan Defects - Compensation (0 replies)
  84. Restoring Forfeiture (0 replies)
  85. ECPRS Question (0 replies)
  86. Error in Investment of Plan Assets (2 replies)
  87. Illegal Immigrants in Profit Sharing Plan (1 reply)
  88. Correction of Excess Deferrals in 457 Plan (0 replies)
  89. Correction of underfuding? (4 replies)
  90. Disqualification of plan (0 replies)
  91. Excess Annual Additions (0 replies)
  92. Corrective Distribution - Ineligible Deferrals (2 replies)
  93. calculating losses (2 replies)
  94. Top Heavy - Not! (1 reply)
  95. Improper return of excess contributions (0 replies)
  96. Correction of Target Benefit Plan Defects (0 replies)
  97. Retroactive plan amendments? (0 replies)
  98. Controlled Group - No one Knew (0 replies)
  99. excess contribution refund after end of the next plan year (1 reply)
  100. CAP sanctions for multiemployer plans (0 replies)
  101. VCR - no determination letter (0 replies)
  102. What is the best correction method for multiple failures? (8 replies)
  103. 2 multiple operational failure questions (3 replies)
  104. Fines Under Vcr Program (0 replies)
  105. Late Deferral Deposits and Failure of ADP (1 reply)
  106. Failure to amend for various tax law (3 replies)
  107. Eligible for SCP or no, alternatives? (0 replies)
  108. Ineligible Elective Deferrals (1 reply)
  109. Failure to Provide 401(f) Notice (0 replies)
  110. Error Found During Audit (1 reply)
  111. Missed amendments (0 replies)
  112. Calculating lost earnings on late 401(k) deposits. (5 replies)
  113. Top-heavy corrections (4 replies)
  114. Reasonable cause request with DFVC as reserved alternative?? (1 reply)
  115. Proposed method of correcting an operational failure would create an a (2 replies)
  116. What is the correction method for not applying an integrated allocatio (6 replies)
  117. Take Losses into Account in Earnings Calculation on Mistaken Deferrals (0 replies)
  118. Correction where latest Opinion Letter does not consider TRA '86??? (1 reply)
  119. Corrections concerning thought-to-be-terminated plan (3 replies)
  120. Lafayette Life Insurance Co. (1 reply)
  121. Methodology question (0 replies)
  122. Deferral not submitted (0 replies)
  123. Requesting guidance on correction options for failure to make required (1 reply)
  124. What is the correction when a plan sponsor, for 7 months, does not wit (7 replies)
  125. ineligible employee defers (5 replies)
  126. Recovery of portion of distribution? (0 replies)
  127. Ever had IRS auditor review APRSC or SCP documentation? (0 replies)
  128. Nontaxable funds mistakenly put into IRA by broker when client has qu (0 replies)
  129. Ever requested or been granted a VCR pre-submission conference? (0 replies)
  130. Correcting impermissible distributions when bundled provider has chang (0 replies)
  131. Correcting Failure to Follow Investment Elections (0 replies)
  132. Correcting distributions made from Company account (0 replies)
  133. Employer wants to "clean up" 350 defaulted participant loans (0 replies)
  134. Are 5500s required for terminated plans? (3 replies)
  135. Correction of ADP the now passes (1 reply)
  136. Assets that remain in the trust after all distributions have been paid (0 replies)
  137. Delinquent Refund of Excess Deferrals Related To Failed ADP (2 replies)
  138. Delinquent Deposit of Participant Contributions (0 replies)
  139. Money Purchase Plan - Funding deficiency for years and years (3 replies)
  140. Ineligible employee makes elective deferrals (5 replies)
  141. Gee, I wish the client told me before doing this! (1 reply)
  142. Availability of Walk-In Cap (4 replies)
  143. Walk In CAP Issue Retroactive amendment v. operational failure (1 reply)
  144. Correcting Failure to Follow Plan Terms Error By Transferring to Non-Q (0 replies)
  145. Controlled Group and Standardized Adoption Agreements (1 reply)
  146. Determination of Two Year Correction Period Under APRSC for Errors Occ (3 replies)
  147. 401(k) Payout to Participant Not Terminated (4 replies)
  148. Correction for distributions greater than Minimum Required Distributio (1 reply)
  149. How to correct improper hardship distributions - a wrinkle not previou (2 replies)
  150. minimum funding penalties (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.