Correction of Plan Defects

1,789 topics in this forum

1. SCP - ADP Correction with QNEC

   By Leopurrd, July 20, 2011
   • 5 replies
   • 2k views
   • 
   • QNPG
   • July 21, 2011

2. Miscoded Deferrals

   By Dazednconfused, July 13, 2011
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • July 13, 2011

3. Limiting 401(k) Salary Deferral Contributions

   By AJ North, July 12, 2011
   • 3 replies
   • 1.4k views
   • 
   • AJ North
   • July 13, 2011

4. ethical dilemma

   By K2retire, July 7, 2011
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • July 9, 2011

5. Exclusion of Employee and 5500 Reporting

   By Guest TPAStacey, July 8, 2011
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • July 8, 2011

6. SH Match not deposited for 2 years

   By jkharvey, July 7, 2011
   • 1 reply
   • 1k views
   • 
   • Kevin C
   • July 8, 2011

7. Multiemployer MPPP Nondiscrimination Issue

   By luissaha, July 7, 2011
   • 1 reply
   • 943 views
   • 
   • Tom Poje
   • July 8, 2011

8. Oops...someone forgot to cap matching contribution

   By Gudgergirl, December 3, 2010
   • 2 replies
   • 1.8k views
   • 
   • TPApril
   • July 6, 2011

9. Missed deferral election

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

10. SEP Excess Amount

    By Guest jrob, January 4, 2011
    • 3 replies
    • 1.2k views
    • 
    • IRA
    • June 22, 2011

11. Profit Sharing Not Made by Tax Filing Deadline

    By Guest MS TPA, October 22, 2010
    • 8 replies
    • 3.9k views
    • 
    • mbozek
    • June 15, 2011

12. Deferrals withheld on def of compensation

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

13. Long time since plan document updated

    By Santo Gold, June 3, 2011
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 8, 2011

14. Late Deposit with Plan Year and ER Year Mismatch

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

15. Correction of "Excess" Earnings

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

16. SCP or VCP for Incorrectly Checked ASG Box?

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

17. Multiple Problems

    By nancy, May 25, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • May 26, 2011

18. VCP Filing and PPA Amendment

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

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

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

20. Defaulted Loan - VCP?

    By Dougsbpc, May 20, 2011
    • 5 replies
    • 3.3k views
    • 
    • pixmax
    • May 23, 2011

21. Failed ADP Test from 2008

    By cpc0506, April 26, 2011
    • 2 replies
    • 1.4k views
    • 
    • Laura Harrington
    • May 16, 2011

22. 10% tax on excess deferrals returned after 4/15

    By AKconsult, May 12, 2011
    • 4 replies
    • 8.5k views
    • 
    • AKconsult
    • May 12, 2011

23. Failure to make 3% NEC for 2010

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

24. Penalty for exceeding 415?

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

25. Remedial amendment period ?

    By Moe Howard, April 18, 2011
    • 14 replies
    • 4.6k views
    • 
    • Moe Howard
    • April 20, 2011

26. original signature pages needed?

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

27. VCP fees for nonamender multiple failures

    By dcoderre, April 11, 2011
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • April 11, 2011

28. One participant MPP plan

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

29. Failure to amend for PPA

    By Gudgergirl, March 11, 2010
    • 14 replies
    • 5.5k views
    • 
    • Trekker
    • April 1, 2011

30. Non Amender VCP

    By Scuba 401, May 24, 2010
    • 12 replies
    • 4.8k views
    • 
    • Guest
    • March 31, 2011

31. 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

32. VCP & multiple employer plan

    By Guest PatriciaT, March 21, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 2011

33. DFVCP instructions are unclear

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

34. Missed the Heart Amendment deadline

    By Moe Howard, March 15, 2011
    • 3 replies
    • 2.3k views
    • 
    • Kevin C
    • March 16, 2011

35. Late Deposit of Prevailing Wage Contributions

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

36. EPCRS VCP fees

    By Guest bobolink, March 10, 2011
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 10, 2011

37. IRS Response time to VCP application

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

38. Can't find original document

    By Santo Gold, March 2, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 2, 2011

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

    By Beemer, February 26, 2011
    • 0 replies
    • 2.1k views
    • 
    • Beemer
    • February 26, 2011

40. 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

41. late deferrals 5500

    By Scuba 401, January 31, 2011
    • 3 replies
    • 1.3k views
    • 
    • Scuba 401
    • January 31, 2011

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

    By Gudgergirl, January 28, 2011
    • 0 replies
    • 1.1k views
    • 
    • Gudgergirl
    • January 28, 2011

43. Excluded Eligible Employees

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

44. Deduction for Corrective Contribution

    By Randy Watson, December 10, 2009
    • 3 replies
    • 4.3k views
    • 
    • movedon
    • January 26, 2011

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

    By jpod, January 15, 2011
    • 3 replies
    • 2k views
    • 
    • Kevin C
    • January 19, 2011

46. 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

47. Appendix F

    By Randy Watson, January 17, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 18, 2011

48. Late RMD Taxability form 5329

    By Guest Quicksilver, January 13, 2011
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • January 14, 2011

49. VCP fees

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

50. Nonamender VCP

    By IRA, January 4, 2011
    • 0 replies
    • 1.2k views
    • 
    • IRA
    • January 4, 2011