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Correction of Plan Defects

1,781 topics in this forum

  1. Deferrals contributed to wrong participant

    By auditor,
    • 6 replies
    • 1.4k views

  2. Failing to follow participant direction of investment choices

    By Belgarath,
    • 8 replies
    • 1.7k views

  3. Impact of Participant/Beneficiary Culpability on Correction?

    By BTG,
    • 1 reply
    • 735 views

  4. Any experience on how "hard line" is this requirement?

    By Belgarath,
    • 4 replies
    • 1.2k views

  5. Missing restatements since 1986

    By cathyw,
    • 10 replies
    • 1.5k views

  6. NRA age 50

    By Dalai Pookah,
    • 5 replies
    • 1.1k views

  7. Loan exceeds 50%

    By bhodge113,
    • 1 reply
    • 3.2k views

  8. 401k contributions continue after participant's death

    By Santo Gold,
    • 9 replies
    • 2.3k views

  9. Violation of Successor Plan Rules

    By Kristi Shortridge,
    • 5 replies
    • 1.1k views

  10. Loan correction $50,000 limit

    By BST,
    • 4 replies
    • 873 views

  11. VCP correction - how long should we wait?

    By Santo Gold,
    • 2 replies
    • 938 views

  12. VCP Pre-Submission Conference

    By ECSmith,
    • 0 replies
    • 527 views

  13. Anonymous VCP - what to list on pay.gov for plan sponsor, plan name and EIN

    By Trisports,   
    • 1 reply
    • 680 views

  14. Form 8955-SSA Not timely filed

    By MP CPC,
    • 8 replies
    • 2.1k views

  15. List of approved VCP corrections?

    By Bucklaw20,
    • 2 replies
    • 660 views

  16. Plan eligibility error - is this eligible for correction through the SCP under Revenue Procedure 2021-30?

    By letsgoisles89,
    • 1 reply
    • 620 views

  17. EPCRS and SCP

    By Belgarath,
    • 3 replies
    • 1k views

  18. What may we now do with self-corrections?

    By Peter Gulia,
    • 3 replies
    • 749 views

  19. Can you use self-correction (SCP) under Rev. Proc. 2021-30 if all requirements are met, but plan was terminated??

    By Luke Bailey,
    • 3 replies
    • 1.3k views

  20. 5330 - lost earnings and pyramid-ing.

    By M Norton,
    • 1 reply
    • 692 views

  21. Participant allowed to defer early. What about Minimum Gateway?

    By jkharvey,
    • 1 reply
    • 604 views

  22. MDO for plan w/auto-enrollment

    By TPApril,
    • 7 replies
    • 1.1k views

  23. Small Plan - Employees Provided False SSN

    By DMincevich,
    • 4 replies
    • 1.3k views

  24. Erroneous "contributions" to SIMPLE 401(k)

    By DMcGovern,   
    • 1 reply
    • 417 views

  25. Match Coverage Failure and Failsafe Language

    By PensionPro,
    • 5 replies
    • 924 views
    • Bri
    • Bri

  26. Corrective Distributions > $75

    By LANDO,
    • 1 reply
    • 675 views

  27. Scrivener error

    By Belgarath,
    • 3 replies
    • 1.6k views

  28. new start up solo plan that was a mistake

    By Santo Gold,
    • 6 replies
    • 910 views

  29. Employees in excluded classification received contributions, and were allowed to defer

    By Belgarath,
    • 2 replies
    • 750 views

  30. Participant changed election to 0% but deductions were still taken from his paycheck

    By Trisports,
    • 3 replies
    • 958 views

  31. SECURE Sec 301 - Overpayment to HCE

    By Gilmore,
    • 3 replies
    • 875 views

  32. Interest earnings on late deposit of deferrals

    By Belgarath,
    • 0 replies
    • 333 views

  33. Interest earnings on late deposit of deferrals

    By Belgarath,
    • 0 replies
    • 280 views

  34. Operational failure for late deposit of deferrals?

    By t.haley,
    • 2 replies
    • 638 views

  35. Minimum Required Distribution Rolloved Over Accidentally

    By cheersmate,
    • 2 replies
    • 709 views

  36. PCs didn't adopt plan - odds of success?

    By shERPA,   
    • 8 replies
    • 2.8k views

  37. Self Correct if submitted under VCP?

    By tsrl01,
    • 3 replies
    • 764 views

  38. Is EPCRS an option here?

    By Cassopy,   
    • 5 replies
    • 1.2k views

  39. Missed Deferral Opportunity - Solo 401(k)

    By David Olive,
    • 8 replies
    • 1k views

  40. SEP excluded employees

    By Bird,
    • 11 replies
    • 804 views

  41. Missed Deferral Opportunity - How far back do we go

    By Santo Gold,
    • 5 replies
    • 1.4k views

  42. Elective Deferral on a Bonus that is later Clawed Back.

    By HCE,
    • 4 replies
    • 879 views

  43. Increased TE/GE Enforcement

    By Christine Roberts,
    • 8 replies
    • 963 views

  44. Missed Deferral Correction For Terminated Participant

    By LeesuhOB,
    • 4 replies
    • 1.4k views
    • Bri
    • Bri

  45. Recordkeeper pays missed earnings?

    By cathyw,
    • 3 replies
    • 893 views

  46. QACA matched only up to 5% instead of 6% of compensation

    By Trisports,
    • 3 replies
    • 674 views

  47. Retroactive amendment that is not corrective

    By Ananda,
    • 3 replies
    • 1.5k views

  48. terminating a plan w/out formal correction application

    By TPApril,
    • 7 replies
    • 895 views

  49. deferrals improperly withheld from post-severance compensation - correction?

    By t.haley,
    • 2 replies
    • 2.1k views

  50. over-contributed QNEC

    By DMcGovern,
    • 1 reply
    • 447 views
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