Correction of Plan Defects

1,781 topics in this forum

1. LATE PROFIT SHARING CONTRIBUTION

   By Guest CPAPAT, July 28, 2014
   • 2 replies
   • 1.7k views
   • 
   • QDROphile
   • July 28, 2014

2. VCP Late Amender to TRA'86- Actual Results

   By Flyboyjohn, July 24, 2014
   • 2 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 24, 2014

3. VCP During Provider Transition

   By Guest Inhouse ERISA, July 24, 2014
   • 2 replies
   • 929 views
   • 
   • Kevin C
   • July 24, 2014

4. VCP Eligible?

   By Young Curmudgeon, June 23, 2014
   • 2 replies
   • 1.4k views
   • 
   • Young Curmudgeon
   • July 15, 2014

5. Rollover Without Spousal Consent

   By EPCRSGuru, July 10, 2014
   • 2 replies
   • 1.3k views
   • 
   • Peter Gulia
   • July 11, 2014

6. Nonamender Question

   By elmobob14, June 9, 2014
   • 11 replies
   • 2.2k views
   • 
   • Gudgergirl
   • July 10, 2014

7. Mistake of fact deferrals???? Participant opted out.

   By Lori H, July 8, 2014
   • 3 replies
   • 1k views
   • 
   • masteff
   • July 9, 2014

8. PS & SHNEC for 2012 not funded

   By doombuggy, June 20, 2014   

   • late funding of ER contributi
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • June 23, 2014

9. Early Inclusion of Otherwise Eligible Employees

   By LIBERTYKID, June 19, 2014
   • 1 reply
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • June 19, 2014

10. Deferral deposit during black out period

    By Guest jc1457, June 5, 2014
    • 8 replies
    • 4.4k views
    • 
    • Kevin C
    • June 19, 2014

11. Safe Harbor Contribution for 2012 being made in 2014

    By katieinny, June 16, 2014   

    • Can ER deduct it?
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 17, 2014

12. Safe Harbor Contribution for 2012 being made in 2014

    By katieinny, June 16, 2014   

    • Can ER deduct it?
    • 1 reply
    • 743 views
    • 
    • david rigby
    • June 16, 2014

13. How difficult (for an IRS auditor) is disqualification?

    By Flyboyjohn, June 10, 2014
    • 2 replies
    • 935 views
    • 
    • ESOP Guy
    • June 10, 2014

14. ADP Failure & Incorrect Refunds

    By Dazednconfused, July 13, 2010
    • 2 replies
    • 4.3k views
    • 
    • austin3515
    • June 10, 2014

15. Late amender of Citibank docs

    By cathyw, February 4, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 10, 2014

16. New VCP forms??

    By Rai401k, June 6, 2014
    • 2 replies
    • 1.6k views
    • 
    • Rai401k
    • June 6, 2014

17. SCP Correction by Plan Amendment

    By jpod, June 3, 2014
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • June 6, 2014

18. Please help - plan disqualification

    By Guest jeffschnepper@hotmail.com, June 5, 2014   

    • plan disqualification
    • 14 replies
    • 2.5k views
    • 
    • Kevin C
    • June 6, 2014

19. 401(k) Deferral Correction

    By MGOAdmin, June 4, 2014   

    • Correction
    • 0 replies
    • 1.1k views
    • 
    • MGOAdmin
    • June 4, 2014

20. Twist on missed deferrals

    By pmacduff, June 2, 2014
    • 5 replies
    • 1.2k views
    • 
    • pmacduff
    • June 3, 2014

21. Is coverage test required to be re-run without permissive disaggregation when using one-to-one correction?

    By Guest TaxedToDeath, May 19, 2014   

    • EPCRS
    • ADP
    • (and 3 more)

      Tagged with:

      • EPCRS
      • ADP
      • ACP
      • 401(k)
      • 401(m)
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 27, 2014

22. Form 5330 - Improper Loan

    By hunter001, May 7, 2014
    • 6 replies
    • 2.5k views
    • 
    • My 2 cents
    • May 8, 2014

23. correction and testing

    By cdavis25, May 2, 2014
    • 1 reply
    • 839 views
    • 
    • cdavis25
    • May 2, 2014

24. Unsigned discretionary amendment in acquired plan

    By Guest Koko, April 29, 2014
    • 0 replies
    • 866 views
    • 
    • Guest
    • April 29, 2014

25. EPCRS Success Rates

    By austin3515, April 23, 2014
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • April 23, 2014

26. Scrivener's errors & EPCRS

    By Flyboyjohn, April 11, 2014
    • 4 replies
    • 2.8k views
    • 
    • Peter Gulia
    • April 14, 2014

27. Late Form 5330 filing for ADP excise tax

    By Guest TaxedToDeath, April 11, 2014
    • 1 reply
    • 3.5k views
    • 
    • ESOP Guy
    • April 11, 2014

28. Participant loan default due to incorrect employer withholding

    By Belgarath, April 11, 2014
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 11, 2014

29. Are EPCRS corrections available to non-electing church plans?

    By Trekker, March 26, 2014
    • 1 reply
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 26, 2014

30. Employer withdraws money from the plan

    By cmick, March 24, 2014
    • 4 replies
    • 1.5k views
    • 
    • Kevin C
    • March 24, 2014

31. Plan Imposed Deferral Limit Violation - 1099 code

    By Guest robin1968, March 12, 2014   

    • deferral limits - 1099 code
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • March 13, 2014

32. Late 401(k) contributions and plan merger

    By Guest TaxedToDeath, March 12, 2014
    • 0 replies
    • 814 views
    • 
    • Guest
    • March 12, 2014

33. vfcp - late 401k, loan pmts - method of submission

    By TPApril, March 11, 2014
    • 0 replies
    • 962 views
    • 
    • TPApril
    • March 11, 2014

34. explaining the definition of compensation

    By K2retire, March 5, 2014
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • March 5, 2014

35. vCP - notification issue

    By Guest Pitch78, February 28, 2014
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • March 4, 2014

36. No amendments since GUST restatement

    By Gudgergirl, February 21, 2014
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • February 21, 2014

37. Correction by plan amendment - SMM required?

    By Belgarath, February 17, 2014
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • February 18, 2014

38. Late 436 amendment - CONFUSED!!!!

    By t.haley, February 3, 2014
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • February 7, 2014

39. Overpayment for hardship distribution

    By QNPG, December 27, 2013
    • 5 replies
    • 2.1k views
    • 
    • Flyboyjohn
    • February 1, 2014

40. Missed Contribution Confusion

    By khn, January 31, 2014
    • 0 replies
    • 964 views
    • 
    • khn
    • January 31, 2014

41. correcting late deferrals SIMPLE IRA

    By k man, January 29, 2014
    • 4 replies
    • 976 views
    • 
    • k man
    • January 29, 2014

42. Directory or listing of approved VCP corrections

    By Floridaattorney, January 24, 2014
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 25, 2014

43. Under Contributing the Safe Harbor Match

    By Guest Thornton, January 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 19, 2014

44. Form 5330 for multiple years of late deferrals

    By AKconsult, January 15, 2014
    • 1 reply
    • 3.4k views
    • 
    • shERPA
    • January 15, 2014

45. Does late amender fix a botched EGTRRA restatement?

    By Flyboyjohn, January 2, 2014
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • January 3, 2014

46. Controlled Group problem

    By cpc0506, December 22, 2009
    • 4 replies
    • 2.9k views
    • 
    • Floridaattorney
    • December 30, 2013

47. What is the missed deferral opportunity when the improperly excluded employee was the only NHCE?

    By Guest TaxedToDeath, December 12, 2013   

    • EPCRS
    • Missed deferral opportunity
    • (and 1 more)

      Tagged with:

      • EPCRS
      • Missed deferral opportunity
      • Improperly excluded employee
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • December 12, 2013

48. VCP Where No 403b Plan Document?

    By Flyboyjohn, December 11, 2013
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 11, 2013

49. Rerunning prior testing under EPCRS?

    By Guest Daphne, December 5, 2013   

    • ADP/ACP
    • bonus
    • (and 1 more)

      Tagged with:

      • ADP/ACP
      • bonus
      • EPCRS
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 5, 2013

50. Correcting 410(b) failure in controlled group

    By Floridaattorney, November 29, 2013
    • 2 replies
    • 4.8k views
    • 
    • Floridaattorney
    • December 2, 2013