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Correction of Plan Defects

1,797 topics in this forum

  1. Forfeiture Failure

    By Nassau,
    • 4 replies
    • 2.8k views

  2. VCP applications increase audit risk?

    By JWK,
    • 2 replies
    • 2k views

  3. corrective distributions when the HCE is already paid out

    By Santo Gold,
    • 4 replies
    • 2.7k views

  4. Corrective Match - This one's easy?

    By Just Me,
    • 5 replies
    • 2k views

  5. Appendix F to wiggle out of Audit CAP?

    By Guest erisamelissa,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  6. Late 402(g) Excess Deferral

    By DTH,
    • 11 replies
    • 6.2k views
    • Guest
    • Guest

  7. Inclusion of Ineligible Employees

    By waid10,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  8. Erroneous inclusion of independent contractor in pension plan

    By jlea,
    • 4 replies
    • 2k views

  9. Benefits Paid Without Benefit Elections

    By Dougsbpc,
    • 0 replies
    • 1.4k views

  10. Cessation of deferrals in Simple IRA

    By jlea,
    • 6 replies
    • 2.3k views

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

    By Santo Gold,
    • 8 replies
    • 2.7k views

  12. Correcting an incorrect ADP test

    By jmrsai,
    • 1 reply
    • 2.1k views

  13. Roth deferrals Treated as pre-tax by employer

    By Kimberly S,
    • 3 replies
    • 2k views

  14. one set of rules for owner

    By Santo Gold,
    • 0 replies
    • 1.2k views

  15. "policy" in lieu of amendment to plan document?

    By mariemonroe,
    • 7 replies
    • 2.1k views

  16. Failure to Make Fixed Profit Sharing Contribution

    By Guest Grumpy456,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  17. DFVC vis a vis Form 5300

    By jlea,
    • 3 replies
    • 3.3k views

  18. Defaulted loan and audit

    By Monica Barnard,
    • 2 replies
    • 1.5k views

  19. Exclude Eligible Employee - Earnings Adjustment

    By Guest mac_qka,
    • 1 reply
    • 2k views

  20. Excluding eligible employee

    By fiona1,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  21. Demutualization Proceeds - Form 5330 Correction

    By Guest ERISAMOM,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  22. Increased Tax Liability for Corrective Payments

    By Young Curmudgeon,
    • 1 reply
    • 1.6k views

  23. In-Service Distribution Failure

    By Guest ERISAbeing,
    • 1 reply
    • 2.1k views

  24. Excise Tax

    By Guest Benefitsrock,
    • 1 reply
    • 1.7k views

  25. Excluded Eligible Employees from DB Plan

    By mariemonroe,
    • 2 replies
    • 1.3k views

  26. Plan disqualification

    By Dennis Povloski,
    • 6 replies
    • 3.3k views

  27. Sale of property by plan to party in interest (VFC program)

    By k man,
    • 0 replies
    • 1.3k views

  28. Did PEO miss the window?

    By Guest PBJ,
    • 1 reply
    • 1.9k views

  29. IRS Audit of Messy Plan

    By perkinsran,
    • 2 replies
    • 2.3k views

  30. Correction Method: PS contribs did not use permitted disparity

    By Guest Iwonder,
    • 1 reply
    • 2.7k views

  31. PRSA Non-compliance

    By Young Curmudgeon,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  32. Loan Correction

    By Medusa,
    • 4 replies
    • 1.8k views

  33. Room under EPCRS for hardship withdrawal from MPPP?

    By Guest Bearlee,
    • 2 replies
    • 2.1k views

  34. automatic rollover nonamender

    By Guest Philip2,
    • 1 reply
    • 2k views

  35. Missed Roth Contributions

    By davef,
    • 0 replies
    • 2k views

  36. Exclude eligible employees & failing minimum coverage

    By mariemonroe,
    • 1 reply
    • 2k views

  37. Money Purchase Plan- No QJSA Notices Given

    By mal,
    • 20 replies
    • 8.1k views

  38. Exclude One Eligible Employee

    By Guest PBJ,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  39. Wrong Loan Interest Rate

    By Just Me,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  40. Reversion or refund of excess contribution

    By Guest Enda80,
    • 2 replies
    • 2.9k views
    • Guest
    • Guest

  41. failure to sign final 401(k) reg amendment

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

  42. "Lost Opportunity" Correction

    By Christine Roberts,
    • 3 replies
    • 2.4k views

  43. List of Required Amendments

    By waid10,
    • 1 reply
    • 1.3k views

  44. EPCRS/VFCP Crossover Issue

    By Christine Roberts,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  45. ADP test failed and returns not done before 12-31-07

    By Guest tlc@cra,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  46. HCEs have different investment choices than NHCEs

    By Santo Gold,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  47. Timing of DFVC Program Filing

    By jukeboy56,
    • 6 replies
    • 2.3k views
    • Guest
    • Guest

  48. Prohibited Transactions

    By Dennis Povloski,
    • 0 replies
    • 1.2k views

  49. VCP Fee

    By Randy Watson,
    • 3 replies
    • 1.9k views

  50. Mishandled Plan Funds

    By Oh so SIMPLE,
    • 2 replies
    • 1.6k views
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