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Correction of Plan Defects

1,793 topics in this forum

  1. Procedure and Practices document

    By glhotdog,
    • 4 replies
    • 741 views

  2. Is this a plan defect?

    By Tinman,
    • 5 replies
    • 653 views

  3. 415 corrections after plan termination

    By Will J,
    • 2 replies
    • 407 views

  4. 5330 question on late deposits

    By BG5150,
    • 6 replies
    • 707 views

  5. Mistake of Fact?

    By BG5150,
    • 2 replies
    • 506 views

  6. Use of Self Correction

    By Dougsbpc,
    • 2 replies
    • 534 views

  7. Make-up for promised employer-matched IRA contributions?

    By inovermyhead,
    • 1 reply
    • 603 views

  8. VFCP Application - Demo of Lost Earnings

    By TPApril,
    • 6 replies
    • 3.2k views

  9. Ineligible distribution w/out 1099-R

    By TPApril,
    • 4 replies
    • 720 views

  10. Reporting of Inadvertent Benefit Overpayments

    By BTG,
    • 0 replies
    • 475 views

  11. Not Sure If Anything Can Be Done Here

    By Dougsbpc,
    • 8 replies
    • 1.2k views

  12. Excess Amounts under $250

    By kmhaab,
    • 3 replies
    • 1.1k views

  13. Closed MEP Form 5330

    By Hunter,
    • 2 replies
    • 1.1k views

  14. How much does the user-fee amount affect an evaluation of whether to do a VCP submission?

    By Peter Gulia,
    • 0 replies
    • 2.7k views

  15. Missed Mandatory Automatic Enrollment - not in document at all

    By justanotheradmin,
    • 9 replies
    • 1.8k views

  16. ADP Failure Correction Adjustments

    By Admin220,
    • 1 reply
    • 2.7k views

  17. Correcting Coverage Failure when Testing Not Otherwise Excludable Separately

    By PensionPro,
    • 0 replies
    • 4.9k views

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

    By rocknrolls2,
    • 10 replies
    • 1.9k views

  19. Missed deferrals with match correction

    By BG5150,
    • 6 replies
    • 3.3k views

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

    By AJC,
    • 0 replies
    • 776 views

  21. Ineligible Employer SIMPLE IRA

    By Flyboyjohn,   
    • 1 reply
    • 1.1k views

  22. Missed Restatement Deadline

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  23. Incorrect percentage taken from bonus

    By BG5150,
    • 6 replies
    • 1.6k views

  24. Refund of Salary Deferrals?

    By Dougsbpc,
    • 4 replies
    • 1.7k views

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

    By erisageek1978,
    • 1 reply
    • 1.1k views

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

    By BG5150,
    • 6 replies
    • 1.7k views

  27. DOL Proposed Late Deposit Self Correction

    By Gilmore,
    • 5 replies
    • 2k views

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

    By Angershark,
    • 0 replies
    • 901 views

  29. Missed Deferral Opportunity - 0% MDO??

    By Santo Gold,
    • 0 replies
    • 930 views

  30. Correction of 457b error in distribution

    By t.haley,
    • 0 replies
    • 1.3k views

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

    By Angershark,
    • 3 replies
    • 1.3k views

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

    By casey72,
    • 0 replies
    • 880 views

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

    By JROB,
    • 2 replies
    • 1.5k views

  34. 403(b) nonamender

    By Belgarath,
    • 10 replies
    • 2.6k views

  35. "110% Rule" Failure - Failure to restrict distribution to/obtain secured repayment obligation from restricted employee

    By E.D. Raff,
    • 3 replies
    • 1.4k views

  36. Fee for VCP pre-submission conference?

    By justanotheradmin,
    • 2 replies
    • 1.3k views

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

    By Peter Gulia,
    • 2 replies
    • 1.7k views

  38. Calculation of earnings

    By Carol V. Calhoun,
    • 3 replies
    • 1.4k views

  39. Missed Deferral Opportunity - Match contribution vesting

    By Santo Gold,
    • 2 replies
    • 1.5k views

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

    By ErisaGooroo,
    • 3 replies
    • 3.6k views

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

    By jkharvey,
    • 3 replies
    • 1.5k views

  42. Missed Deferral Opportunity - Roth Election

    By Dazednconfused,
    • 2 replies
    • 1.1k views

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

    By kmhaab,
    • 2 replies
    • 1.1k views

  44. Cycle 3 restatement missing

    By cathyw,
    • 1 reply
    • 1.5k views

  45. Plan Document Re-Statement Error

    By John K,
    • 7 replies
    • 1.8k views

  46. Correction of Loan Overpayment

    By Vlad401k,
    • 1 reply
    • 1.5k views

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

    By naveedrashid,
    • 3 replies
    • 1.6k views

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

    By Dougsbpc,
    • 3 replies
    • 1.7k views

  49. Refund not processed

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

  50. Excise tax for late deposits - payment procedures

    By Gilmore,
    • 3 replies
    • 1.4k views
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