Correction of Plan Defects

1,791 topics in this forum

1. Unauthorized Distributions in Profit Sharing Plan

   By Guest Cliff Langwith, August 2, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • August 2, 2002

2. Rev Proc 2002-47 in Word format?

   By Guest FAQ, July 27, 2002
   • 3 replies
   • 1.7k views
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   • Guest
   • July 30, 2002

3. GUST Deadline Missed (tricky, time is short) -- Solutions?

   By Guest Plan the Man, July 17, 2002
   • 0 replies
   • 1.2k views
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   • Guest
   • July 17, 2002

4. What to do with excess contributions that were mistaken rolled over to

   By Guest Plan the Man, July 12, 2002
   • 1 reply
   • 1.5k views
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   • mbozek
   • July 15, 2002

5. Failure to Suspend Contributions following Hardship Withdrawal

   By Guest rocnrols2, July 7, 2002
   • 1 reply
   • 3.7k views
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   • Tom Poje
   • July 8, 2002

6. No Plan Document

   By Guest ELS, July 1, 2002
   • 3 replies
   • 1.7k views
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   • mbozek
   • July 1, 2002

7. Correcting RMDs

   By Guest PJW, June 25, 2002
   • 1 reply
   • 3.4k views
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   • Tom Poje
   • June 28, 2002

8. Minimum Funding Deficiency

   By Guest ELS, June 27, 2002
   • 2 replies
   • 1.6k views
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   • Guest
   • June 28, 2002

9. Contribution based on Compensation that should have been excluded

   By MarZDoates, June 26, 2002
   • 1 reply
   • 1.6k views
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   • Tom Poje
   • June 28, 2002

10. Tax treatment of correction

    By J. Bringhurst, June 24, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • June 26, 2002

11. ADP/ACP Test after correction??????

    By Guest gkaley, June 12, 2002
    • 1 reply
    • 1.7k views
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    • Tom Poje
    • June 19, 2002

12. Mistaken contributions...

    By Guest RONNIE WASEL, June 14, 2002
    • 7 replies
    • 2.2k views
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    • rcline46
    • June 18, 2002

13. Failure to deduct loan repayments

    By LIBERTYKID, May 30, 2002
    • 2 replies
    • 1.9k views
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    • LIBERTYKID
    • May 31, 2002

14. DFVC Program...

    By Guest RONNIE WASEL, May 24, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • May 24, 2002

15. VFC - finalized program criteria

    By Guest LWilson, May 23, 2002
    • 1 reply
    • 1.6k views
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    • KJohnson
    • May 23, 2002

16. Late PSP Contribution

    By Archimage, May 10, 2002
    • 0 replies
    • 1.6k views
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    • Archimage
    • May 10, 2002

17. Correction of 401(a)(17) failure under Rev. Proc. 2001-17

    By Guest MUSICMAN, April 16, 2002
    • 1 reply
    • 1.7k views
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    • Tom Poje
    • April 16, 2002

18. Refund of Forfeitures to Contributing Employers

    By rocknrolls2, April 5, 2002
    • 0 replies
    • 1.4k views
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    • rocknrolls2
    • April 5, 2002

19. IRS Notice 2002-23 and IRS Announcement 2002-31

    By pjkoehler, March 29, 2002
    • 0 replies
    • 2.3k views
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    • pjkoehler
    • March 29, 2002

20. Union And Non-union Employees In Same Plan

    By Guest mr.pension, March 16, 2002
    • 5 replies
    • 5.5k views
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    • KJohnson
    • March 29, 2002

21. Correction of SIMPLE IRA plans

    By Guest HRlawguy, March 28, 2002
    • 3 replies
    • 1.9k views
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    • Guest
    • March 29, 2002

22. Ineligible deferrals- variation on a theme

    By card, March 25, 2002
    • 0 replies
    • 1.4k views
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    • card
    • March 25, 2002

23. Planning System for Employee Benefits

    By Guest Anna B, March 17, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 17, 2002

24. Correction of Error in Computing matching Contribution

    By Guest djsimonetti, March 9, 2002
    • 5 replies
    • 1.7k views
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    • Richard Anderson
    • March 11, 2002

25. Correcting an invalid distribution from MPP

    By Guest bgiles, March 5, 2002
    • 1 reply
    • 1.8k views
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    • mbozek
    • March 5, 2002

26. Floor earnings under VFCP?

    By chris, March 1, 2002
    • 0 replies
    • 1.6k views
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    • chris
    • March 1, 2002

27. Can QNEC contribution be made under IRS correction program even if pla

    By John A, February 14, 2001
    • 1 reply
    • 1.7k views
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    • Guest
    • February 28, 2002

28. Adopter of volume submitter never submitted plan to IRS

    By chris, February 25, 2002
    • 0 replies
    • 1.4k views
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    • chris
    • February 25, 2002

29. DOL's DFVCP

    By chris, February 20, 2002
    • 0 replies
    • 1.6k views
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    • chris
    • February 20, 2002

30. Hardship distribution completed, no allowed per plan document.

    By Guest NewGuy, February 14, 2002
    • 4 replies
    • 1.7k views
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    • Guest
    • February 14, 2002

31. IRS fees under the compliance systems

    By R. Butler, February 4, 2002
    • 1 reply
    • 1.7k views
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    • Guest
    • February 4, 2002

32. Deductibility of top heavy contribution

    By Guest IPound, February 4, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • February 4, 2002

33. Family Status Verification

    By Guest czkeck, January 18, 2002
    • 2 replies
    • 1.6k views
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    • RCK
    • January 21, 2002

34. Inadvertant Coverage of Union Employees Under "Owners" DB Pl

    By Christine Roberts, January 18, 2002
    • 1 reply
    • 2.6k views
    • 
    • david rigby
    • January 18, 2002

35. Correction of Mistaken Deferrals

    By Guest CMC, May 18, 2001
    • 3 replies
    • 1.9k views
    • 
    • Linda
    • January 10, 2002

36. Delayed Transfer of 401(k) Funds

    By chris, December 4, 2001
    • 3 replies
    • 2.4k views
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    • Guest
    • January 7, 2002

37. Favorable Letter Requirement of EPCRS

    By chris, January 4, 2002
    • 0 replies
    • 1.4k views
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    • chris
    • January 4, 2002

38. Favorable Letter Requirement

    By Guest CMC, August 15, 2001
    • 2 replies
    • 1.8k views
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    • chris
    • January 4, 2002

39. Restorative Payment Issue

    By chris, December 31, 2001
    • 1 reply
    • 1.6k views
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    • Archimage
    • December 31, 2001

40. EPCRS - Self Correction - Allocation of Investment Losses

    By Guest ANNEBV, December 12, 2001
    • 3 replies
    • 2.4k views
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    • Erik Read
    • December 19, 2001

41. Extraordinary Costs of Correction

    By Locust, December 5, 2001
    • 0 replies
    • 1.4k views
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    • Locust
    • December 5, 2001

42. deposit errors

    By MJ Hartman, December 4, 2001
    • 0 replies
    • 1.5k views
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    • MJ Hartman
    • December 4, 2001

43. ineligible deferrals reporting

    By Guest rflowers, November 29, 2001
    • 0 replies
    • 2.1k views
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    • Guest
    • November 29, 2001

44. Failure to Obtain Spousal Consent

    By Guest Beth N, May 16, 2000
    • 1 reply
    • 1.9k views
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    • Guest
    • November 16, 2001

45. Big Oops

    By Christine Roberts, November 8, 2001
    • 9 replies
    • 2.4k views
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    • Kirk Maldonado
    • November 13, 2001

46. Plan Defects - Compensation

    By Ervin Barham, November 6, 2001
    • 0 replies
    • 1.8k views
    • 
    • Ervin Barham
    • November 6, 2001

47. Restoring Forfeiture

    By Cathy from Chicago, November 5, 2001
    • 0 replies
    • 1.7k views
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    • Cathy from Chicago
    • November 5, 2001

48. ECPRS Question

    By Guest PJW, October 25, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • October 25, 2001

49. Error in Investment of Plan Assets

    By Guest DBolling, October 10, 2001
    • 2 replies
    • 1.6k views
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    • Guest
    • October 19, 2001

50. Illegal Immigrants in Profit Sharing Plan

    By Guest Powers, October 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 19, 2001