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Correction of Plan Defects

1,789 topics in this forum

  1. Question regarding excise tax and correction QNEC

    By 401kmaurice,
    • 4 replies
    • 1.3k views

  2. Safe harbor ADP Contribution not made until December of following year or later...415?

    By jkharvey,
    • 2 replies
    • 1.1k views

  3. Missed Opportunity To Defer -- Is There a De Minimis Exception?

    By HCE,
    • 2 replies
    • 1.5k views
    • JRN
    • JRN

  4. Correction of missed opportunity to defer corrected same year before ACP for Plan Year is known.

    By ERISA-Bubs,
    • 3 replies
    • 1.2k views

  5. EPCRS safe harbor corrections for elective deferral errors

    By cathyw,
    • 2 replies
    • 1k views

  6. Earnings on EPCRS corrective contributions - Deductible?

    By ErisaGooroo,
    • 4 replies
    • 1.6k views

  7. Does a TPA’s or recordkeeper's employee represent a plan sponsor in a VCP submission?

    By Peter Gulia,
    • 7 replies
    • 1.8k views

  8. Missed deferral corrections for terminated participants

    By Belgarath,
    • 0 replies
    • 640 views

  9. Deferrals contributed to wrong participant

    By auditor,
    • 6 replies
    • 1.6k views

  10. Failing to follow participant direction of investment choices

    By Belgarath,
    • 8 replies
    • 2k views

  11. Impact of Participant/Beneficiary Culpability on Correction?

    By BTG,
    • 1 reply
    • 846 views

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

    By Belgarath,
    • 4 replies
    • 1.3k views

  13. Missing restatements since 1986

    By cathyw,
    • 10 replies
    • 1.7k views

  14. NRA age 50

    By Dalai Pookah,
    • 5 replies
    • 1.3k views

  15. Loan exceeds 50%

    By bhodge113,
    • 1 reply
    • 3.3k views

  16. 401k contributions continue after participant's death

    By Santo Gold,
    • 9 replies
    • 2.9k views

  17. Violation of Successor Plan Rules

    By Kristi Shortridge,
    • 5 replies
    • 1.3k views

  18. Loan correction $50,000 limit

    By BST,
    • 4 replies
    • 1k views

  19. VCP correction - how long should we wait?

    By Santo Gold,
    • 2 replies
    • 1.1k views

  20. VCP Pre-Submission Conference

    By ECSmith,
    • 0 replies
    • 607 views

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

    By Trisports,   
    • 1 reply
    • 788 views

  22. Form 8955-SSA Not timely filed

    By MP CPC,
    • 8 replies
    • 2.6k views

  23. List of approved VCP corrections?

    By Bucklaw20,
    • 2 replies
    • 771 views

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

    By letsgoisles89,
    • 1 reply
    • 710 views

  25. EPCRS and SCP

    By Belgarath,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,
    • 3 replies
    • 897 views

  27. 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
    • 1.5k views

  28. 5330 - lost earnings and pyramid-ing.

    By M Norton,
    • 1 reply
    • 831 views

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

    By jkharvey,
    • 1 reply
    • 698 views

  30. MDO for plan w/auto-enrollment

    By TPApril,
    • 7 replies
    • 1.3k views

  31. Small Plan - Employees Provided False SSN

    By DMincevich,
    • 4 replies
    • 1.7k views

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

    By DMcGovern,   
    • 1 reply
    • 518 views

  33. Match Coverage Failure and Failsafe Language

    By PensionPro,
    • 5 replies
    • 1.1k views
    • Bri
    • Bri

  34. Corrective Distributions > $75

    By LANDO,
    • 1 reply
    • 847 views

  35. Scrivener error

    By Belgarath,
    • 3 replies
    • 1.9k views

  36. new start up solo plan that was a mistake

    By Santo Gold,
    • 6 replies
    • 1.1k views

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

    By Belgarath,
    • 2 replies
    • 831 views

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

    By Trisports,
    • 3 replies
    • 1.1k views

  39. SECURE Sec 301 - Overpayment to HCE

    By Gilmore,
    • 3 replies
    • 1k views

  40. Interest earnings on late deposit of deferrals

    By Belgarath,
    • 0 replies
    • 372 views

  41. Interest earnings on late deposit of deferrals

    By Belgarath,
    • 0 replies
    • 321 views

  42. Operational failure for late deposit of deferrals?

    By t.haley,
    • 2 replies
    • 788 views

  43. Minimum Required Distribution Rolloved Over Accidentally

    By cheersmate,
    • 2 replies
    • 835 views

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

    By shERPA,   
    • 8 replies
    • 3k views

  45. Self Correct if submitted under VCP?

    By tsrl01,
    • 3 replies
    • 915 views

  46. Is EPCRS an option here?

    By Cassopy,   
    • 5 replies
    • 1.5k views

  47. Missed Deferral Opportunity - Solo 401(k)

    By David Olive,
    • 8 replies
    • 1.3k views

  48. SEP excluded employees

    By Bird,
    • 11 replies
    • 1k views

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

    By Santo Gold,
    • 5 replies
    • 1.7k views

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

    By HCE,
    • 4 replies
    • 1.1k views
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