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Correction of Plan Defects

1,780 topics in this forum

  1. VFCP Application - Demo of Lost Earnings

    By TPApril,
    • 5 replies
    • 1.7k views

  2. ADP Failure Correction Adjustments

    By Admin220,
    • 1 reply
    • 2.2k views

  3. Correcting Coverage Failure when Testing Not Otherwise Excludable Separately

    By PensionPro,
    • 0 replies
    • 4.6k views

  4. Participant's Account Balance Beneath Cash-out Threshold; Amount Distributed Exceeded Threshold

    By rocknrolls2,
    • 10 replies
    • 892 views

  5. Missed deferrals with match correction

    By BG5150,
    • 6 replies
    • 2.3k views

  6. Plan sponsor assumed the Plan was properly terminated. Now late 5500 filings must occur. Business is inactive. And what else?

    By AJC,
    • 0 replies
    • 434 views

  7. Ineligible Employer SIMPLE IRA

    By Flyboyjohn,   
    • 1 reply
    • 603 views

  8. Missed Restatement Deadline

    By Dougsbpc,
    • 2 replies
    • 687 views

  9. Closed MEP Form 5330

    By Hunter,
    • 1 reply
    • 556 views

  10. Incorrect percentage taken from bonus

    By BG5150,
    • 6 replies
    • 907 views

  11. Refund of Salary Deferrals?

    By Dougsbpc,
    • 4 replies
    • 969 views

  12. Can participant request a lump sum of less than full amount of their benefit?

    By erisageek1978,
    • 1 reply
    • 712 views

  13. Partic asked for Roth, got Pre-tax. 3 years

    By BG5150,
    • 6 replies
    • 1.1k views

  14. DOL Proposed Late Deposit Self Correction

    By Gilmore,
    • 5 replies
    • 1.5k views

  15. VFCP - Sponsor Used Plan Assets to Fund Lost Earnings on Delinquent Deposits

    By Angershark,
    • 0 replies
    • 585 views

  16. Missed Deferral Opportunity - 0% MDO??

    By Santo Gold,
    • 0 replies
    • 573 views

  17. Correction of 457b error in distribution

    By t.haley,
    • 0 replies
    • 641 views

  18. Correcting TPA Errors While Correcting Delinquent Deposits - VFCP and 5330s

    By Angershark,
    • 3 replies
    • 792 views

  19. Corrected too early - can QNEC be refunded/forfeited?

    By casey72,
    • 0 replies
    • 548 views

  20. Correcting Participant who elected 10% pre-tax but deferred Roth

    By JROB,
    • 2 replies
    • 1.2k views

  21. 403(b) nonamender

    By Belgarath,
    • 10 replies
    • 1.8k views

  22. "110% Rule" Failure - Failure to restrict distribution to/obtain secured repayment obligation from restricted employee

    By E.D. Raff,
    • 3 replies
    • 934 views

  23. Fee for VCP pre-submission conference?

    By justanotheradmin,
    • 2 replies
    • 832 views

  24. Must an employer’s payroll impose a during-the-year cutoff on elective deferrals?

    By Peter Gulia,
    • 2 replies
    • 896 views

  25. Calculation of earnings

    By Carol V. Calhoun,
    • 3 replies
    • 898 views

  26. Missed Deferral Opportunity - Match contribution vesting

    By Santo Gold,
    • 2 replies
    • 1k views

  27. EPCRS Excess Amounts that are Excess Allocation and application of $250 de minimis rule

    By ErisaGooroo,
    • 3 replies
    • 2.5k views

  28. Failure to Implement Employee Deferral Election-- QNEC in excess of 50%?

    By jkharvey,
    • 3 replies
    • 871 views

  29. Missed Deferral Opportunity - Roth Election

    By Dazednconfused,
    • 2 replies
    • 794 views

  30. Can freezing the wrong plan be corrected through ECPRS?

    By kmhaab,
    • 2 replies
    • 727 views

  31. Cycle 3 restatement missing

    By cathyw,
    • 1 reply
    • 1.1k views

  32. Plan Document Re-Statement Error

    By John K,
    • 7 replies
    • 1.2k views

  33. Correction of Loan Overpayment

    By Vlad401k,
    • 1 reply
    • 1k views

  34. Can forfeitures be used to pay for earnings on an EPCRS SCP QNEC?

    By naveedrashid,
    • 3 replies
    • 1k views

  35. Can EPCRS be used for a late Profit Sharing Contribution?

    By Dougsbpc,
    • 3 replies
    • 1.1k views

  36. Refund not processed

    By perplexedbypensions,
    • 1 reply
    • 654 views
    • Bri
    • Bri

  37. Excise tax for late deposits - payment procedures

    By Gilmore,
    • 3 replies
    • 977 views

  38. ERISA Attorney in NYC / NJ? for IRS plan audit

    By justanotheradmin,
    • 2 replies
    • 697 views

  39. Realistically, what is our exposure for several missed 5500s?

    By ERISA-Bubs,
    • 5 replies
    • 2.9k views

  40. Participant-directed plan didn't happen--correction

    By BG5150,
    • 1 reply
    • 705 views
    • Bri
    • Bri

  41. Correcting 410(b) in a 401(k) Plan

    By cathyw,
    • 2 replies
    • 614 views

  42. Question regarding excise tax and correction QNEC

    By 401kmaurice,
    • 4 replies
    • 1.1k views

  43. Safe harbor ADP Contribution not made until December of following year or later...415?

    By jkharvey,
    • 2 replies
    • 823 views

  44. Missed Opportunity To Defer -- Is There a De Minimis Exception?

    By HCE,
    • 2 replies
    • 1.2k views
    • JRN
    • JRN

  45. Correction of missed opportunity to defer corrected same year before ACP for Plan Year is known.

    By ERISA-Bubs,
    • 3 replies
    • 1k views

  46. EPCRS safe harbor corrections for elective deferral errors

    By cathyw,
    • 2 replies
    • 792 views

  47. Earnings on EPCRS corrective contributions - Deductible?

    By ErisaGooroo,
    • 4 replies
    • 1.2k views

  48. Does a TPA’s or recordkeeper's employee represent a plan sponsor in a VCP submission?

    By Peter Gulia,
    • 7 replies
    • 1.5k views

  49. Missed deferral corrections for terminated participants

    By Belgarath,
    • 0 replies
    • 575 views

  50. Deferrals contributed to wrong participant

    By auditor,
    • 6 replies
    • 1.4k views
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