Correction of Plan Defects

1,794 topics in this forum

1. One Employee Excluded from PSP Contribution

   By Guest wildcat, April 27, 2009
   • 1 reply
   • 1.7k views
   • 
   • J Simmons
   • June 7, 2009

2. Advice needed, IRS Audit CAP

   By Guest jc1457, June 2, 2009
   • 5 replies
   • 2.2k views
   • 
   • Guest
   • June 5, 2009

3. Loan in Excess of Limits -- How to proceed?

   By Guest Beth Handrick, May 27, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • May 27, 2009

4. SARSEP issues

   By R. Butler, May 26, 2009
   • 0 replies
   • 1.3k views
   • 
   • R. Butler
   • May 26, 2009

5. 2007 plan year P.S. Contribuiton not made

   By Lori H, May 22, 2009
   • 3 replies
   • 1.6k views
   • 
   • Lori H
   • May 26, 2009

6. Form 5330 for PT

   By Guest bobolink, May 22, 2009
   • 1 reply
   • 1.4k views
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   • Jim Chad
   • May 23, 2009

7. FDL request as part of non-amender VCP

   By Guest Sieve, May 21, 2009
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • May 21, 2009

8. Audit CAP and failure to reach resolution with the IRS

   By katieinny, May 14, 2009
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • May 15, 2009

9. New De minimus Threshold Under 2008-50

   By Guest dms9999, May 6, 2009
   • 1 reply
   • 1.7k views
   • 
   • Belgarath
   • May 6, 2009

10. 417(b)(2) Violation

    By BTG, May 4, 2009
    • 2 replies
    • 1.6k views
    • 
    • BTG
    • May 4, 2009

11. PS Cont made, but company doesnt want to allocate

    By Lori H, April 28, 2009
    • 7 replies
    • 1.8k views
    • 
    • Lori H
    • May 4, 2009

12. Rectroactive Amendment Under VCP

    By Guest Thornton, April 29, 2009
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • April 29, 2009

13. "Interim" amendments

    By Guest Sieve, April 24, 2009
    • 1 reply
    • 3.1k views
    • 
    • Belgarath
    • April 24, 2009

14. Late ADP Failure Refunds

    By perkinsran, April 9, 2009
    • 3 replies
    • 2.7k views
    • 
    • perkinsran
    • April 10, 2009

15. Calculating LOSSES, rather than EARNINGS

    By PJ2009, April 6, 2009
    • 3 replies
    • 2k views
    • 
    • masteff
    • April 7, 2009

16. Calculating Losses on Missed Deferrals

    By Guest BuckyBadger, March 30, 2009
    • 13 replies
    • 7.3k views
    • 
    • PJ2009
    • April 3, 2009

17. When Due for purposes of computing earnings (losses)

    By J Simmons, April 1, 2009
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • April 2, 2009

18. Roll 412(i) to 401(k)

    By Sully, April 1, 2009
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • April 1, 2009

19. Is there a DOL default interest rate for 4k investments?

    By Guest DNH, March 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • jlea
    • April 1, 2009

20. late deposit of deferrals What costs are deductible?

    By Jim Chad, April 1, 2009
    • 0 replies
    • 1.1k views
    • 
    • Jim Chad
    • April 1, 2009

21. PEO - not in correct document type

    By John Feldt ERPA CPC QPA, March 25, 2009
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • March 26, 2009

22. Affiliated service Group

    By Guest Kevin1, March 24, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 26, 2009

23. Prohibited Transaction Exemption

    By JRN, March 19, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 23, 2009

24. Wrong Match

    By Guest Mr. Kite, March 11, 2009
    • 1 reply
    • 1.8k views
    • 
    • Kimberly S
    • March 20, 2009

25. Correction of a Rollover Reversal

    By BTG, March 20, 2009
    • 0 replies
    • 1.7k views
    • 
    • BTG
    • March 20, 2009

26. Correcting contribution deposit to wrong participant's account

    By Guest DVW, November 24, 2008
    • 6 replies
    • 7.8k views
    • 
    • Guest
    • March 20, 2009

27. VFCP - late deferrals

    By ERISA13, March 9, 2009
    • 3 replies
    • 5.2k views
    • 
    • Below Ground
    • March 19, 2009

28. Operational Failure on Eligibility

    By zimbo, February 6, 2009
    • 2 replies
    • 2k views
    • 
    • Trekker
    • March 16, 2009

29. Refund of Invalid Rollover Contribution

    By Guest MFJ, March 9, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 9, 2009

30. included employees early

    By LIBERTYKID, March 5, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • March 5, 2009

31. VCP for Two Plans

    By Randy Watson, March 4, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 4, 2009

32. Is SCP available to terminated plans?

    By BTG, March 2, 2009
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • March 3, 2009

33. lost earnings questions

    By K2retire, March 3, 2009
    • 0 replies
    • 1.5k views
    • 
    • K2retire
    • March 3, 2009

34. HCE makes elective deferrals before eligible/entered

    By J Simmons, February 23, 2009
    • 4 replies
    • 2.5k views
    • 
    • Jim Chad
    • February 24, 2009

35. Never cashed out people with less than $1,000

    By BG5150, February 16, 2009
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • February 17, 2009

36. Failure to Timely Amend

    By 401 Chaos, February 14, 2009
    • 0 replies
    • 1.4k views
    • 
    • 401 Chaos
    • February 14, 2009

37. ADP Failure due to "new" HCE

    By Guest ebailey, January 13, 2009
    • 4 replies
    • 2.4k views
    • 
    • Kevin C
    • February 11, 2009

38. Excluded Eligible Employees: return of employer matching contributions?

    By Guest BL333, February 10, 2009
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • February 11, 2009

39. excess deferrals

    By Guest persie, February 3, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2009

40. Automatically enrolled but at the incorrect %

    By Guest Iwonder, January 21, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • January 25, 2009

41. Can EE make up deferrals not taken?

    By Guest Bear, January 22, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 23, 2009

42. Are One-to-One contributions treated as QNECs?

    By Trekker, January 9, 2009
    • 2 replies
    • 2.1k views
    • 
    • Trekker
    • January 12, 2009

43. Correction for Premature Hardship W/Drawal

    By Christine Roberts, January 10, 2009
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • January 10, 2009

44. Deferrals in excess of plan limit

    By PAL, December 8, 2008
    • 5 replies
    • 1.8k views
    • 
    • PAL
    • January 9, 2009

45. Ineligible Participant in DB Plan

    By BTG, December 17, 2008
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • January 9, 2009

46. Correction of Overpayment Redux

    By jlea, January 8, 2009
    • 0 replies
    • 1.5k views
    • 
    • jlea
    • January 8, 2009

47. Files lost in fire

    By SheilaD, December 30, 2008
    • 7 replies
    • 1.9k views
    • 
    • SheilaD
    • January 2, 2009

48. Correction of After-Tax Contributions

    By luissaha, December 30, 2008
    • 0 replies
    • 1.4k views
    • 
    • luissaha
    • December 30, 2008

49. Failed to amend plan after safe harbor maybe notice

    By Guest long, December 30, 2008
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • December 30, 2008

50. Correcting Late Deferrals

    By jukeboy56, December 17, 2008
    • 3 replies
    • 2.8k views
    • 
    • jpod
    • December 29, 2008