Correction of Plan Defects

1,797 topics in this forum

1. Lost Earnings Method - Undercalculated Employer Match

   By Guest Chaffee, November 11, 2003
   • 1 reply
   • 1.9k views
   • 
   • Harwood
   • November 12, 2003

2. Affiliated Service Group

   By Guest mcw, November 7, 2003
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 7, 2003

3. Sick Plans

   By Guest brownbag, November 4, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 4, 2003

4. Tax Reporting of a corrective distribution

   By TBob, October 31, 2003
   • 0 replies
   • 1.7k views
   • 
   • TBob
   • October 31, 2003

5. How would you advise client on correction of this "reversion?"

   By card, October 22, 2003
   • 4 replies
   • 1.8k views
   • 
   • card
   • October 23, 2003

6. ineligible employee received contribution

   By Belgarath, October 10, 2003
   • 1 reply
   • 2.3k views
   • 
   • FundeK
   • October 16, 2003

7. Correction of Failure to change deferral amount.

   By Archimage, October 16, 2003
   • 1 reply
   • 1.6k views
   • 
   • Harwood
   • October 16, 2003

8. Failure to obtain spousal consent for loan

   By Scott, October 10, 2003
   • 2 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • October 10, 2003

9. "Forever disqualified?"

   By Guest jfp, October 8, 2003
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 9, 2003

10. Correction of ASG Problem - failed to include eligible employees; probably fails discrimination testing

    By Christine Roberts, September 29, 2003
    • 3 replies
    • 3.1k views
    • 
    • Mike Preston
    • September 30, 2003

11. Problem with Defn. of Normal Ret. Age

    By mal, September 18, 2003
    • 2 replies
    • 2.2k views
    • 
    • MGB
    • September 18, 2003

12. Retroactive Amendment-401k plan

    By Guest meggie, September 17, 2003
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 17, 2003

13. Improper Loan

    By Guest At Peace, September 16, 2003
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • September 17, 2003

14. Improper Exclusions from Comp

    By Guest Chaffee, September 16, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 2003

15. MS Word version of Rev Proc 2003-44

    By Guest FAQ, September 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • Theresa Lynn
    • September 9, 2003

16. delinquent employer contribution

    By Guest kmbrown, August 28, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 28, 2003

17. Late Contributions & 6621(a)(2) Tax Rate

    By Guest ChopperPilot, August 25, 2003
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 26, 2003

18. Mistake of Fact

    By Guest At Peace, August 21, 2003
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 22, 2003

19. VFC

    By Guest cease, August 4, 2003
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • August 18, 2003

20. Top heavy minimums

    By Guest tcunagin, August 6, 2003
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • August 6, 2003

21. Another Late Amender Qt.

    By Guest mab, July 25, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 25, 2003

22. Excise Tax on Late Employer Contributions?

    By Guest sammy, July 8, 2003
    • 2 replies
    • 4.9k views
    • 
    • mbozek
    • July 24, 2003

23. Late Amender User Fee

    By J2D2, July 10, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 18, 2003

24. failure to obtain spousal consent

    By Guest lindamichals, July 16, 2003
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • July 16, 2003

25. Rev. Proc. 2003-44 -- SIMPLE Plans covered

    By Guest HRlawguy, July 15, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2003

26. Interest Rate on Plan Loans

    By Guest At Peace, June 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 26, 2003

27. IRS Position on Late Amendment

    By Guest gaham, June 17, 2003
    • 9 replies
    • 3k views
    • 
    • KJohnson
    • June 20, 2003

28. Excluded Employee Participating in DC Plan

    By Guest ralar, June 2, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 2, 2003

29. City Hall pension

    By Guest skylynx, May 26, 2003
    • 10 replies
    • 2.9k views
    • 
    • GBurns
    • May 28, 2003

30. Calculating earnings on excess contributions

    By katieinny, May 28, 2003
    • 2 replies
    • 1.6k views
    • 
    • katieinny
    • May 28, 2003

31. Change in beneficiary

    By Guest amyjop, May 27, 2003
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • May 27, 2003

32. ADP Refunds

    By Archimage, May 23, 2003
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 25, 2003

33. Failing ADP corrections

    By Guest DIGMYDOG, May 13, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • May 14, 2003

34. Retroactive Amendments

    By oriecat, May 7, 2003
    • 7 replies
    • 3.3k views
    • 
    • oriecat
    • May 9, 2003

35. Incorrect Match Allocation

    By Guest ANNEBV, May 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 7, 2003

36. Ineligible Participation

    By KateSmithPA, April 21, 2003
    • 4 replies
    • 2.4k views
    • 
    • KateSmithPA
    • April 24, 2003

37. Retroactive Amendments under SCP

    By davef, April 23, 2003
    • 0 replies
    • 1.7k views
    • 
    • davef
    • April 23, 2003

38. Missed After-Tax Contributions

    By Guest rocnrols2, April 22, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 23, 2003

39. Early entrant into 2 person profit sharing...

    By Guest RONNIE WASEL, April 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 14, 2003

40. HCE dies before ADP refund is made

    By Guest pjg, April 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • April 12, 2003

41. One man profit sharing plan that exceeded 415

    By Guest THess, March 24, 2003
    • 8 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 6, 2003

42. Aftermath of a DFVC Filing

    By mming, April 4, 2003
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • April 6, 2003

43. Missed MRD and 1099-R

    By Guest Pensions in Paradise, April 4, 2003
    • 3 replies
    • 2.5k views
    • 
    • KJohnson
    • April 4, 2003

44. Plan EIN

    By oriecat, April 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • oriecat
    • April 4, 2003

45. Amendment Not Executed

    By Dougsbpc, April 3, 2003
    • 0 replies
    • 1.3k views
    • 
    • Dougsbpc
    • April 3, 2003

46. Esop Plan Contribution Deposited Twice

    By Guest ctbno1, March 27, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 27, 2003

47. Worth it to file VFCP with DOL?

    By chris, March 18, 2003
    • 5 replies
    • 3.2k views
    • 
    • KJohnson
    • March 27, 2003

48. failed top-heavy test corrections

    By PensionNewbee, March 17, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • March 21, 2003

49. Catch-up Contributions Credited as After-Tax Contributions

    By Guest rocnrols2, March 19, 2003
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 21, 2003

50. Mistaken contributions...

    By Guest RONNIE WASEL, March 17, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2003