Correction of Plan Defects

1,794 topics in this forum

1. Suggested Correction Methods in EPCRS

   By Guest PBJ, February 15, 2007
   • 4 replies
   • 2.2k views
   • 
   • John Feldt ERPA CPC QPA
   • February 16, 2007

2. Does Time Ever Heal All Wounds?

   By Guest PBJ, February 16, 2007
   • 1 reply
   • 1.5k views
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   • 401_4_ever
   • February 16, 2007

3. Demutualization Correction

   By Guest AEA, February 15, 2007
   • 0 replies
   • 1.6k views
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   • Guest
   • February 15, 2007

4. Exclusion of eligible Employees in 401k -sort of

   By Guest rfemmons, February 12, 2007
   • 0 replies
   • 1.5k views
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   • Guest
   • February 12, 2007

5. Document different than original intent

   By 401_4_ever, December 21, 2006
   • 9 replies
   • 3.1k views
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   • Guest
   • February 9, 2007

6. RMD's and Non-Spousal Death Distributions

   By Gruegen, February 7, 2007
   • 0 replies
   • 1.6k views
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   • Gruegen
   • February 7, 2007

7. plan didn't allow participants to defer bonuses

   By mariemonroe, October 27, 2006
   • 4 replies
   • 2.9k views
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   • Trekker
   • February 7, 2007

8. returning elective deferrals over plan limit

   By Beemer, January 9, 2007
   • 13 replies
   • 3k views
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   • Beemer
   • January 11, 2007

9. Nonamender Compliance Stmt. Received in 79 Days, FYI

   By namealreadyinuse, January 5, 2007
   • 0 replies
   • 1.5k views
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   • namealreadyinuse
   • January 5, 2007

10. ADP Test Failure -- This is a tricky one

    By Guest HRGuyinSF, January 3, 2007
    • 1 reply
    • 3k views
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    • Tom Poje
    • January 3, 2007

11. Who pays the interest?

    By Guest vwal, December 13, 2006
    • 5 replies
    • 2k views
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    • Just Me
    • December 29, 2006

12. Wrongful Distribution

    By mariemonroe, December 12, 2006
    • 1 reply
    • 2k views
    • 
    • J. Bringhurst
    • December 13, 2006

13. Plan Loans

    By Guest Ken C, December 8, 2006
    • 1 reply
    • 1.8k views
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    • Belgarath
    • December 11, 2006

14. DOL Online VFCP Calculator - Lost Earnings

    By Appleby, November 18, 2006
    • 0 replies
    • 13.5k views
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    • Appleby
    • November 18, 2006

15. Discretionary Amendments

    By Guest lvegas, November 15, 2006
    • 0 replies
    • 1.9k views
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    • Guest
    • November 15, 2006

16. How long to process a VFCP submission?

    By Guest DIY, November 8, 2006
    • 2 replies
    • 2.6k views
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    • Guest
    • November 13, 2006

17. Failure to Timely Deposit Safe Harbor Nonelective

    By Guest LauraK, November 6, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 6, 2006

18. Rev. Proc. 2006-27

    By J. Bringhurst, October 10, 2006
    • 1 reply
    • 2.6k views
    • 
    • J. Bringhurst
    • October 24, 2006

19. Calculation of Interest/Lost Earnings on Late Deferrals

    By MarZDoates, October 24, 2006
    • 1 reply
    • 2.6k views
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    • Guest
    • October 24, 2006

20. Exclusion of Eligible Employee

    By Guest jefe96, October 17, 2006
    • 1 reply
    • 1.8k views
    • 
    • Just Me
    • October 23, 2006

21. MP contribution Mistake

    By Guest moltengater, October 16, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 16, 2006

22. Prohibited Transaction

    By J. Bringhurst, October 10, 2006
    • 0 replies
    • 2.2k views
    • 
    • J. Bringhurst
    • October 10, 2006

23. SEP/SIMPLE Issue

    By Guest Suanne, September 21, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 21, 2006

24. Forfeiture not allocated during correct year.

    By MarZDoates, September 21, 2006
    • 1 reply
    • 2.4k views
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    • jpod
    • September 21, 2006

25. incidental insurance benefits

    By mariemonroe, September 21, 2006
    • 0 replies
    • 1.8k views
    • 
    • mariemonroe
    • September 21, 2006

26. PPA Bringing Big Changes?

    By saabraa, September 14, 2006
    • 0 replies
    • 1.7k views
    • 
    • saabraa
    • September 14, 2006

27. Revised 2006-27?

    By J. Bringhurst, August 15, 2006
    • 1 reply
    • 1.9k views
    • 
    • namealreadyinuse
    • September 12, 2006

28. Failure to Adopt Proposed Model Amendment Submitted in Determ Application

    By namealreadyinuse, September 8, 2006
    • 0 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • September 8, 2006

29. Personally guaranteed mortgage on real estate in a plan

    By SteveH, August 31, 2006
    • 5 replies
    • 2k views
    • 
    • SteveH
    • September 1, 2006

30. ADEA violation found on IRS audit

    By Guest Judy S, July 27, 2006
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • August 21, 2006

31. Scrivener's Error

    By Randy Watson, August 10, 2006
    • 2 replies
    • 3.2k views
    • 
    • SoCalActuary
    • August 15, 2006

32. Nonamender

    By nancy, August 2, 2006
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • August 4, 2006

33. Invalid Termination/Rehire

    By Archimage, August 4, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 4, 2006

34. 5500EZ Non-filer

    By mming, August 2, 2006
    • 1 reply
    • 2k views
    • 
    • Bird
    • August 3, 2006

35. Current availability

    By Guest dietpepsi, August 1, 2006
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 1, 2006

36. Excise tax paid out of forfeitures

    By Guest Patriot190, July 20, 2006
    • 2 replies
    • 2.2k views
    • 
    • JanetM
    • July 20, 2006

37. DFVC Program

    By Guest zdarskyj, July 17, 2006
    • 1 reply
    • 2.9k views
    • 
    • WDIK
    • July 17, 2006

38. 4975 (a) amount involved calculation

    By R. Butler, June 15, 2006
    • 4 replies
    • 3.1k views
    • 
    • R. Butler
    • July 10, 2006

39. 401(k) -- Contingent Benefit Rule Violated

    By Guest mrjones, June 30, 2006
    • 0 replies
    • 3k views
    • 
    • Guest
    • June 30, 2006

40. Top Heavy

    By Randy Watson, June 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • Nate X
    • June 27, 2006

41. This is a good one!

    By betheeg, June 21, 2006
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • June 23, 2006

42. Matching Contributions incorrectly calculated

    By Guest grazetti, June 19, 2006
    • 1 reply
    • 1.7k views
    • 
    • Nate X
    • June 22, 2006

43. VCP Corrections - Do Amended 5500s Need to be Filed?

    By Guest dyoder, May 19, 2006
    • 2 replies
    • 2.3k views
    • 
    • Nate X
    • June 7, 2006

44. Contribution Made Based on Item of Ineligible Compensated

    By rocknrolls2, June 6, 2006
    • 1 reply
    • 1.9k views
    • 
    • Nate X
    • June 7, 2006

45. ADP failure back to 2001

    By Basically, May 1, 2006
    • 13 replies
    • 3k views
    • 
    • Basically
    • May 11, 2006

46. Failure to allow participant to defer

    By k man, May 2, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 5, 2006

47. employer contribution made after the deadline?

    By Guest stillwater, May 5, 2006
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 5, 2006

48. installments from dc plan

    By Guest eafrazier, May 4, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 4, 2006

49. Voluntary Fiduciary Correction Program

    By katieinny, May 2, 2006
    • 2 replies
    • 1.7k views
    • 
    • katieinny
    • May 3, 2006

50. Audit and Defaulted Loan

    By Dougsbpc, May 2, 2006
    • 0 replies
    • 1.4k views
    • 
    • Dougsbpc
    • May 2, 2006