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  1. Correction Methods for Excess Deferrals (1 reply)
  2. SVP filing for participant excluded for 15 years. (1 reply)
  3. Reclassification of Descretionary Employer Profit Sharing Contribution (1 reply)
  4. QNEC to a HCE over and above his Salary Deferral Limit of $10,500 (1 reply)
  5. S corp shareholder takes participant loan (6 replies)
  6. Reversion of Plan Assets (0 replies)
  7. Inclusion of illegal aliens (1 reply)
  8. Is it a plan defect to use a cash basis rather than an accrual basis t (3 replies)
  9. One man DB, non amender, no contributions since 1990, deceased w/o ben (0 replies)
  10. which comes first, the chicken or the egg? (8 replies)
  11. Deductibility of corrective contributions for a prior plan year (0 replies)
  12. IRS flexibility for alternative corrections under VCR -excluded eligib (1 reply)
  13. Correction for all plan years; Exceptions? (0 replies)
  14. Correction of forfeitures (0 replies)
  15. Sponsor's money commingled with plan assets in brokerage account (1 reply)
  16. Use of plan funds to pay sanction under correction program and attorne (1 reply)
  17. Correction for excluding an eligible employee from a safe-harbor 401(k (5 replies)
  18. Taxes on employee when he has to return funds to plan from which rollo (0 replies)
  19. Premature distribution to NHCE, loan? hardship? No paperwork. APRSC, V (2 replies)
  20. Exclusion of eligible employee (0 replies)
  21. Retroactive modification of standardized prototype plan to avoid inclu (2 replies)
  22. Erroneous 401(k) Distribution Collection (0 replies)
  23. How to correct a fiduciary breach? (0 replies)
  24. Some employees of Company A were participants in Plan B, which offered (2 replies)
  25. Double Discretion and §1.401-1(a) (3 replies)
  26. Failure to make contribution for employees in controlled company. (1 reply)
  27. Incorrect Compensation Used - Need Solutions to Fix (2 replies)
  28. 403(b): TVC appopriate? (0 replies)
  29. Correction for excluding a portion of compensation when doing 401(k) d (0 replies)
  30. How does a plan sponsor enter into "John Doe" discussions ab (1 reply)
  31. Correction of exclusion of eligible HCE from 401(k) Plan when no other (1 reply)
  32. improper distribution (0 replies)
  33. VCR fee - one fee for multiple failures based only on numbers on most (0 replies)
  34. 401(k) - correction for deferrals before eligible (0 replies)
  35. Plan sponsor deposit funds from prior recordkeeper to own account (0 replies)
  36. Correction of failure to provide top-heavy minimum (1 reply)
  37. distribution overpayment (12 replies)
  38. What is the correction for excluding an employee who should have been (0 replies)
  39. How do you correct an improper 403(b)plan into a 457 plan? (0 replies)
  40. What rights does a participant have when an employer fails to give a 4 (2 replies)
  41. Distribution of forfeitable portion of terminated employee account (1 reply)
  42. COBRA trigger (1 reply)
  43. Recharacterize excess contributions as matching contributions? (0 replies)
  44. Excluded Eligible Employees--Same Plan Year (0 replies)
  45. Undocumented changes in benefits (0 replies)
  46. Repayment of erroneous distributions (0 replies)
  47. Correction available for adoption of standardized prototype that reall (0 replies)
  48. Document problem (0 replies)
  49. No deferrals taken from bonuses for 5 years - which correction program (0 replies)
  50. Correction of Loan Defects (0 replies)
  51. Deferrals made after Hardship Distribution (0 replies)
  52. What is the correction for higher matching contributions than the ones (1 reply)
  53. Vesting in document v. in practice. (0 replies)
  54. What action should a TPA take when a client fails to follow correction (1 reply)
  55. Improper distribution (0 replies)
  56. Differences between SPD and Adoption Agreement. (3 replies)
  57. Very large excess contribution (1 reply)
  58. Allocating Lost Earnings (0 replies)
  59. What are considerations in correcting wrong investment? (0 replies)
  60. PLAN ADOPTED AND FILED BUT NEVER IMPLEMENTED (1 reply)
  61. 1099 reporting for corrective distributions made under a VCR -- A ques (3 replies)
  62. Correction of excess deferral in 1998 just discovered now in November (3 replies)
  63. Correcting 5500 Filing (0 replies)
  64. Refund of deferral during plan year of deferral (0 replies)
  65. Excedding compensation limit (5 replies)
  66. Deferral in excess of plan's terms (1 reply)
  67. Distribution improperly exceeded Required Minimum Distribution (3 replies)
  68. standardized document requires 500 hours to receive er cont. - plan do (4 replies)
  69. Very small conflict between document provisions (2 replies)
  70. Turn key was not so turn key (5 replies)
  71. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead? (0 replies)
  72. Correcting a Loan made in excess of maximum amount available. (3 replies)
  73. Closing Agreement Submissions (0 replies)
  74. Top Heavy Contribution Deadline (6 replies)
  75. Calculation of earnings on missed TH contribution (5 replies)
  76. Scrivener's Error (0 replies)
  77. 401(a)(17) Errors (1 reply)
  78. Inclusion of ineligible employee (2 replies)
  79. Financial Statement Audits (0 replies)
  80. Inclusion of Employee in Wrong Plan (0 replies)
  81. Premature Distributions (2 replies)
  82. Plan didn't make required minimum distribution for 1996 and 1997 to t (3 replies)
  83. Correcting Improper Distribution Amounts (1 reply)
  84. Corrective Contributions (1 reply)
  85. What is insignificant failure under APRSC? (5 replies)
  86. Participants Affected by a Failure (0 replies)
  87. Failure to correct 415 limit (0 replies)
  88. Quantifying the worse case scenario (0 replies)
  89. Is client in any way liable for recordkeeper's mistake? (2 replies)
  90. QDRO - Premature Distributions (2 replies)
  91. Excise tax on prohibited transactions (4 replies)
  92. Using forfeitures to pay VCR amount? (2 replies)
  93. Statute of Limitations (3 replies)
  94. Loan Repayments (0 replies)
  95. John Doe VCR/Walk-in CAP Submission (1 reply)
  96. Failure to suspend deferrals (0 replies)
  97. Retrocative Plan Amendment (3 replies)
  98. What correction method is to be used when a plan fails the nondiscrim. (5 replies)
  99. Correcting Erisa Violations (1 reply)
  100. Is this an operational or form defect? (4 replies)
  101. Non-Amender, or is it!!! (1 reply)
  102. APRSC During Statutory Correction Period (0 replies)
  103. You can't cover this... (1 reply)
  104. Interest adjustment on late contribution (1 reply)
  105. Correction of compensation defintion (1 reply)
  106. Ability to reform plan document in Walk-in CAP (1 reply)
  107. An inadvertent Screw-up (1 reply)
  108. Top heavy surprise! (4 replies)
  109. Top-Heavy contribution not made (1 reply)
  110. Correcting Excess Distributions (0 replies)
  111. regulation of 457 deferred compensation plan (0 replies)
  112. Recovery of Errorious Contribution (1 reply)
  113. No harm, no foul??? (2 replies)
  114. Bungled Opt-Out (0 replies)
  115. The dog ate the 5500 (4 replies)
  116. Overpayment of Terminated Participants (0 replies)
  117. Reimburse of Investment Losses (1 reply)
  118. ADP/ACP Correction by Refund (1 reply)
  119. Conditions for Using VCR (1 reply)
  120. broker error in transfer of funds (1 reply)
  121. Correcting Ineligible Rollover Received (4 replies)
  122. Alternative Correction (0 replies)
  123. Document Problems (2 replies)
  124. Prohibited Transaction Or Not??? (0 replies)
  125. unauthorized distribution (1 reply)
  126. Make-up contribution/deduction (0 replies)
  127. VCR - Merging after/during (0 replies)
  128. Unexpected Member of Controlled Group (3 replies)
  129. Moved to another message board: Correction of Partnership SEP (-- replies)
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