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Correction of Plan Defects

1,781 topics in this forum

  1. Improper In-service Distribution

    By Spencer,
    • 4 replies
    • 2.3k views

  2. Does IRS Letter to Sponsor on 5500 Disqualify Sponsor from DFVC?

    By rocknrolls2,
    • 4 replies
    • 1.3k views

  3. excess allocation

    By bevfair,
    • 6 replies
    • 3.1k views
    • Guest
    • Guest

  4. Timing of Expansion of Scope of Audit

    By IRA,
    • 3 replies
    • 1.1k views

  5. Money Purchase Plan Certificate of Deposit in a Taxable account?

    By caryn22359,
    • 6 replies
    • 1.4k views
    • IRA
    • IRA

  6. 401k Election Form - who is responsible for correct withholding amount?

    By cheersmate,   
    • 1 reply
    • 2.4k views

  7. SIMPLE-IRA Ineligible Employer

    By Doghouse,   
    • 2 replies
    • 1.4k views

  8. Multiple plans, same failure- can we submit on a single vcp application?

    By britoski,
    • 1 reply
    • 1.1k views

  9. After-tax money in plan that was not permitted.

    By Santo Gold,
    • 6 replies
    • 1.2k views

  10. Document Drafting Error Enhanced Safe Harbor Match

    By Susan S.,
    • 5 replies
    • 1.5k views

  11. Retroactive Amendment of 403(b) Plan to Correct Operational Failure

    By J. Bringhurst,
    • 0 replies
    • 3.4k views

  12. late deposit due to changing vendors

    By 30Rock,
    • 1 reply
    • 1.1k views

  13. Participant refuses to take prohibited assets out of his account

    By Trekker,
    • 13 replies
    • 1.5k views

  14. Failure to Adopt 403(b) Plan Document

    By Randy Watson,
    • 1 reply
    • 1.2k views

  15. Plan Sponsor Withdrew all assets

    By Dougsbpc,
    • 8 replies
    • 1.5k views

  16. EPCRS requirements

    By Cynchbeast,
    • 1 reply
    • 946 views

  17. Plan Document adoption

    By cdavis25,
    • 0 replies
    • 860 views

  18. Plan sponsor left PT employees off census request...

    By kwalified,
    • 2 replies
    • 864 views

  19. Adoption agreement states a PS is a "Government Entity" when it is actually 501(c)3

    By Lori H,
    • 0 replies
    • 764 views

  20. Correcting Single Missed Payroll Deferral

    By 401 Chaos,
    • 1 reply
    • 1.8k views

  21. First Clearing, LLC PSP Protoype Document

    By chris,
    • 0 replies
    • 939 views

  22. Correcting Plan Covering Puerto Rico Employees Without Dual Qualification

    By 401 Chaos,
    • 0 replies
    • 917 views

  23. One-participant plan started in 1980, no updates, no 5500s

    By katieinny,
    • 5 replies
    • 1.2k views

  24. Missed Restatement Cycle Deadline

    By waid10,
    • 0 replies
    • 947 views

  25. Small Overpayments and EPCRS

    By AJ North,
    • 2 replies
    • 1.8k views

  26. vcp late filer Individually designed plan

    By Scuba 401,
    • 0 replies
    • 843 views

  27. VCP for Both Plans, or just Payor Plan?

    By Oh so SIMPLE,
    • 1 reply
    • 988 views

  28. Adventures in 403(b) Plan Compliance

    By EPCRSGuru,
    • 1 reply
    • 970 views
    • Guest
    • Guest

  29. VFCP Lost Earnings on Delinquent Contributions

    By holdco,
    • 0 replies
    • 2.2k views

  30. Non-Amender

    By Randy Watson,
    • 11 replies
    • 2k views

  31. De minimus on corrective contribution?

    By BG5150,
    • 13 replies
    • 14.1k views

  32. EGTRRA restatement

    By K2retire,
    • 1 reply
    • 1.2k views

  33. Why correct an insignificant violation?

    By JRN,
    • 5 replies
    • 1.7k views

  34. Property outside the U.S. is in a PS plan

    By katieinny,
    • 0 replies
    • 706 views

  35. EBSA letter re late deposits

    By gregburst,
    • 2 replies
    • 1.4k views

  36. VFCP in excise tax

    By R. Butler,
    • 1 reply
    • 1.5k views

  37. Transferred Assets Rule Under EPCRS

    By J. Bringhurst,
    • 1 reply
    • 1.6k views

  38. Overpayment by Multiemployer Plan

    By Miner88,
    • 0 replies
    • 903 views

  39. Deferrals allowed on ineligible compensation

    By Belgarath,
    • 2 replies
    • 1.8k views

  40. Plan Document Non Amender

    By HarleyBabe,
    • 9 replies
    • 3.2k views

  41. lost earnings on late LOAN deposits

    By Earl,
    • 6 replies
    • 3.4k views

  42. 403(b) Missed Deferral

    By Randy Watson,
    • 0 replies
    • 1.3k views

  43. Good faith interpretation, but IRS disagrees

    By Fielding Mellish,
    • 2 replies
    • 1.1k views

  44. Over contributed

    By Randy Watson,
    • 1 reply
    • 886 views

  45. correcting a 410(b) coverage failure

    By Guest Elliot W,
    • 2 replies
    • 3k views
    • Guest
    • Guest

  46. Correction of formula for employer contributions where plan and actual practice differ

    By Guest ebguy,
    • 1 reply
    • 975 views

  47. File VCP application before corrective contributions made?

    By waid10,
    • 1 reply
    • 1.5k views

  48. Correcting Excess Amount/Allocation

    By MarZDoates,
    • 4 replies
    • 2.6k views

  49. Lost Earnings

    By Guest shm3803,
    • 1 reply
    • 1.1k views

  50. Correction of 403(b) plan failure to make MANDATORY Distributions

    By holdco,
    • 0 replies
    • 921 views
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