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Correction of Plan Defects

1,784 topics in this forum

  1. Participating Employer did not adopt plan

    By Sully,
    • 1 reply
    • 1.8k views

  2. IRC 415(k)(4) error -- can this be corrected?

    By Guest Mr. Kite,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  3. late deposit of non-elective contribution

    By Chippy,
    • 9 replies
    • 2.2k views
    • Guest
    • Guest

  4. Seeking referral

    By SMB,
    • 2 replies
    • 1.6k views

  5. 402(g) Failure

    By Guest KJNFLA,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  6. Vesting schedule applied to Safe Harbor

    By CJS07,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  7. Failure to Adopt Proposed Restatement

    By Guest mbg76,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  8. Audit CAP sanction for nonamender

    By Guest Laura Goalen-Anderson,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  9. Excluded Eligible Employee

    By Guest ebailey,
    • 1 reply
    • 1.5k views

  10. Loan to Plan Sponsor in 2005 - Still not repaid

    By Guest notapensiongeek,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  11. Corporate Trustee: no GUST/EGTRRA restatement

    By Lori H,
    • 1 reply
    • 1.1k views

  12. "Late" safe harbor non elective

    By Guest dhall,
    • 2 replies
    • 2k views

  13. Failed ADP Test failure to distribute timely

    By zimbo,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  14. Return of Overpayments under EPCRS

    By jlea,
    • 17 replies
    • 4k views

  15. Hardship Proof

    By Guest lindamichals,
    • 14 replies
    • 6.1k views
    • Guest
    • Guest

  16. Contribution Made After Tax Due Date

    By Guest Grumpy456,
    • 7 replies
    • 4.5k views
    • Guest
    • Guest

  17. unfiled late 5500ez

    By Guest lip,
    • 6 replies
    • 2.1k views
    • Guest
    • Guest

  18. Payment of legal fees by forfeiture account funds

    By Guest KHenry14,
    • 11 replies
    • 6.9k views
    • Guest
    • Guest

  19. Excess deferrals over plan limit

    By Guest ladycpa2,
    • 11 replies
    • 3.1k views
    • Guest
    • Guest

  20. Contributions Made to Wrong Accounts!

    By Below Ground,
    • 7 replies
    • 1.5k views

  21. Notifying Participants of Additional Contributions made pursuant to EPCRS

    By mariemonroe,
    • 2 replies
    • 4.3k views
    • Guest
    • Guest

  22. p/s contributions never made

    By Guest lip,
    • 8 replies
    • 2.3k views
    • Guest
    • Guest

  23. Plan Expense Paid Directly By Owner

    By Lou S.,
    • 3 replies
    • 1.7k views

  24. New EPCRS

    By Guest Sieve,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

  25. Failure to follow plan terms

    By Guest jc1457,
    • 6 replies
    • 2k views
    • Guest
    • Guest

  26. DOL Audit, improper investment, Excise tax 5330

    By Guest jc1457,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  27. erroneous testing refund

    By Kimberly S,
    • 2 replies
    • 1.1k views

  28. SIMPLE IRA problem

    By betheeg,
    • 1 reply
    • 1.3k views

  29. Controlled Group Actually Multiple Employer

    By Christine Roberts,
    • 6 replies
    • 2.6k views
    • Guest
    • Guest

  30. Failed Filing 5500

    By Guest Twinky,
    • 7 replies
    • 2.2k views
    • Guest
    • Guest

  31. Late (really late) deposit of contributions

    By Guest mbw,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  32. Incomplete 5500 = Under Examination?

    By Christine Roberts,
    • 3 replies
    • 2.2k views
    • Guest
    • Guest

  33. Correction of improper Hardship Distribution

    By Guest M. Martin,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  34. Participant Gets Hardship Withdrawal - Reason for Hardship No Longer Exists

    By rocknrolls2,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  35. DOL Investigation - Tax Deduction for "Lost Earnings"?

    By Guest notapensiongeek,
    • 4 replies
    • 3.7k views

  36. vcp submission without providing plan document

    By jlea,
    • 8 replies
    • 2k views

  37. Overpayment, Restitution & Recoupment: EPCRS or Great-West?

    By Guest anygig,
    • 1 reply
    • 3.4k views

  38. Forfeiture Failure

    By Nassau,
    • 4 replies
    • 2.5k views

  39. VCP applications increase audit risk?

    By JWK,
    • 2 replies
    • 1.6k views

  40. corrective distributions when the HCE is already paid out

    By Santo Gold,
    • 4 replies
    • 2.4k views

  41. Corrective Match - This one's easy?

    By Just Me,
    • 5 replies
    • 1.7k views

  42. Appendix F to wiggle out of Audit CAP?

    By Guest erisamelissa,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  43. Late 402(g) Excess Deferral

    By DTH,
    • 11 replies
    • 5.7k views
    • Guest
    • Guest

  44. Inclusion of Ineligible Employees

    By waid10,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  45. Erroneous inclusion of independent contractor in pension plan

    By jlea,
    • 4 replies
    • 1.7k views

  46. Benefits Paid Without Benefit Elections

    By Dougsbpc,
    • 0 replies
    • 1.1k views

  47. Cessation of deferrals in Simple IRA

    By jlea,
    • 6 replies
    • 1.8k views

  48. plan money used to pay company debt....or was it

    By Santo Gold,
    • 8 replies
    • 2.1k views

  49. Correcting an incorrect ADP test

    By jmrsai,
    • 1 reply
    • 1.9k views

  50. Roth deferrals Treated as pre-tax by employer

    By Kimberly S,
    • 3 replies
    • 1.7k views
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