Correction of Plan Defects

1,781 topics in this forum

1. Missed deferral election

   By NKOTB, June 4, 2011
   • 2 replies
   • 1.9k views
   • 
   • NKOTB
   • June 28, 2011

2. SEP Excess Amount

   By Guest jrob, January 4, 2011
   • 3 replies
   • 1.1k views
   • 
   • IRA
   • June 22, 2011

3. Profit Sharing Not Made by Tax Filing Deadline

   By Guest MS TPA, October 22, 2010
   • 8 replies
   • 3.8k views
   • 
   • mbozek
   • June 15, 2011

4. Deferrals withheld on def of compensation

   By Spencer, June 13, 2011
   • 0 replies
   • 930 views
   • 
   • Spencer
   • June 13, 2011

5. Long time since plan document updated

   By Santo Gold, June 3, 2011
   • 5 replies
   • 1.2k views
   • 
   • Peter Gulia
   • June 8, 2011

6. Late Deposit with Plan Year and ER Year Mismatch

   By Guest gails, June 8, 2011
   • 0 replies
   • 875 views
   • 
   • Guest
   • June 8, 2011

7. Correction of "Excess" Earnings

   By 401 Chaos, May 27, 2011
   • 2 replies
   • 1.1k views
   • 
   • Archimage
   • June 3, 2011

8. SCP or VCP for Incorrectly Checked ASG Box?

   By Guest Los, May 31, 2011
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • May 31, 2011

9. Multiple Problems

   By nancy, May 25, 2011
   • 1 reply
   • 1k views
   • 
   • ETA Consulting LLC
   • May 26, 2011

10. VCP Filing and PPA Amendment

    By Lori H, May 25, 2011
    • 0 replies
    • 1.4k views
    • 
    • Lori H
    • May 25, 2011

11. Missed Opportunity to Defer-403(b) Plan

    By Randy Watson, January 31, 2011
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 24, 2011

12. Defaulted Loan - VCP?

    By Dougsbpc, May 20, 2011
    • 5 replies
    • 3.2k views
    • 
    • pixmax
    • May 23, 2011

13. Failed ADP Test from 2008

    By cpc0506, April 26, 2011
    • 2 replies
    • 1.3k views
    • 
    • Laura Harrington
    • May 16, 2011

14. 10% tax on excess deferrals returned after 4/15

    By AKconsult, May 12, 2011
    • 4 replies
    • 8.2k views
    • 
    • AKconsult
    • May 12, 2011

15. Failure to make 3% NEC for 2010

    By Guest Peggy806, May 12, 2011
    • 0 replies
    • 880 views
    • 
    • Guest
    • May 12, 2011

16. Penalty for exceeding 415?

    By Lori H, April 15, 2011
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • April 27, 2011

17. Remedial amendment period ?

    By Moe Howard, April 18, 2011
    • 14 replies
    • 4.4k views
    • 
    • Moe Howard
    • April 20, 2011

18. original signature pages needed?

    By Guest SB Pension - Katie, April 12, 2011
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 12, 2011

19. VCP fees for nonamender multiple failures

    By dcoderre, April 11, 2011
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • April 11, 2011

20. One participant MPP plan

    By Guest sugar daddy, April 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 7, 2011

21. Failure to amend for PPA

    By Gudgergirl, March 11, 2010
    • 14 replies
    • 5.2k views
    • 
    • Trekker
    • April 1, 2011

22. Non Amender VCP

    By Scuba 401, May 24, 2010
    • 12 replies
    • 4.6k views
    • 
    • Guest
    • March 31, 2011

23. deposit safe harbor non-elective more than 12 months after plan year end

    By Guest Jennyb473, March 31, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 31, 2011

24. VCP & multiple employer plan

    By Guest PatriciaT, March 21, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 21, 2011

25. DFVCP instructions are unclear

    By Guest NC Taxman, March 17, 2011
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 17, 2011

26. Missed the Heart Amendment deadline

    By Moe Howard, March 15, 2011
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • March 16, 2011

27. Late Deposit of Prevailing Wage Contributions

    By Below Ground, March 11, 2011
    • 0 replies
    • 1.8k views
    • 
    • Below Ground
    • March 11, 2011

28. EPCRS VCP fees

    By Guest bobolink, March 10, 2011
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 10, 2011

29. IRS Response time to VCP application

    By Jim Norman, November 12, 2010
    • 7 replies
    • 2.8k views
    • 
    • Fielding Mellish
    • March 4, 2011

30. Can't find original document

    By Santo Gold, March 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 2, 2011

31. late deposit of 401k contributions/late filing of form 5330

    By Beemer, February 26, 2011
    • 0 replies
    • 2k views
    • 
    • Beemer
    • February 26, 2011

32. Failure to pay taxes on a 2006 distribution

    By Guest sugar daddy, February 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 8, 2011

33. late deferrals 5500

    By Scuba 401, January 31, 2011
    • 3 replies
    • 1.2k views
    • 
    • Scuba 401
    • January 31, 2011

34. Contribution for omitted participant who is over 70 1/2

    By Gudgergirl, January 28, 2011
    • 0 replies
    • 1k views
    • 
    • Gudgergirl
    • January 28, 2011

35. Excluded Eligible Employees

    By Randy Watson, January 20, 2011
    • 6 replies
    • 1.8k views
    • 
    • Gudgergirl
    • January 28, 2011

36. Deduction for Corrective Contribution

    By Randy Watson, December 10, 2009
    • 3 replies
    • 4.2k views
    • 
    • movedon
    • January 26, 2011

37. Can you get vcp relief without a vcp filing?

    By jpod, January 15, 2011
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • January 19, 2011

38. How correct when MPP assets merged into PSP instead of distributed?

    By Guest Pennysaver, January 18, 2011
    • 9 replies
    • 1.7k views
    • 
    • Bird
    • January 19, 2011

39. Appendix F

    By Randy Watson, January 17, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 18, 2011

40. Late RMD Taxability form 5329

    By Guest Quicksilver, January 13, 2011
    • 3 replies
    • 3k views
    • 
    • Guest
    • January 14, 2011

41. VCP fees

    By Guest JLecas, December 21, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 6, 2011

42. Nonamender VCP

    By IRA, January 4, 2011
    • 0 replies
    • 1.1k views
    • 
    • IRA
    • January 4, 2011

43. Money Purchase Contributions not made

    By Guest sugar daddy, December 30, 2010
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • January 3, 2011

44. Can I correct inclusion of employees who did not meet 1 year eligiblity

    By jkharvey, December 30, 2010
    • 1 reply
    • 1.1k views
    • 
    • DMcGovern
    • December 30, 2010

45. SARSEP.....excess ADP contributions.

    By Lori H, December 29, 2010
    • 2 replies
    • 885 views
    • 
    • Lori H
    • December 29, 2010

46. Waiver of DOL DFVCP Program Fees?

    By Guest Thornton, December 18, 2010
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • December 23, 2010

47. Topping up NHCEs, or paring down HCEs; may the employer choose?

    By Peter Gulia, December 21, 2010
    • 8 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 22, 2010

48. Contribution mistakenly deposited to SEP account

    By Dougsbpc, December 4, 2010
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • December 6, 2010

49. Failed RMDs/Eligible Rollover Distribution

    By Guest mcw, November 29, 2010
    • 0 replies
    • 917 views
    • 
    • Guest
    • November 29, 2010

50. VCP filing

    By Lori H, November 19, 2010
    • 0 replies
    • 1.8k views
    • 
    • Lori H
    • November 19, 2010