Correction of Plan Defects

1,781 topics in this forum

1. What correction method is to be used when a plan fails the nondiscrim.

   By Guest sdbsg, May 5, 1999
   • 5 replies
   • 2.3k views
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   • Tom Poje
   • May 14, 1999

2. Correcting Erisa Violations

   By Guest PamK, May 12, 1999
   • 1 reply
   • 2k views
   • 
   • QDROphile
   • May 13, 1999

3. Is this an operational or form defect?

   By Guest Do, April 26, 1999
   • 4 replies
   • 2k views
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   • Ervin Barham
   • April 29, 1999

4. Non-Amender, or is it!!!

   By Guest StanJacobson, April 13, 1999
   • 1 reply
   • 1.7k views
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   • Guest
   • April 27, 1999

5. APRSC During Statutory Correction Period

   By Guest Robert Collins, April 13, 1999
   • 0 replies
   • 1.7k views
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   • Guest
   • April 13, 1999

6. You can't cover this...

   By Ervin Barham, April 6, 1999
   • 1 reply
   • 1.8k views
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   • Lorraine Dorsa
   • April 7, 1999

7. Interest adjustment on late contribution

   By Guest TortoraG, March 26, 1999
   • 1 reply
   • 1.8k views
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   • Guest
   • March 26, 1999

8. Correction of compensation defintion

   By Guest kdhaan, March 9, 1999
   • 1 reply
   • 1.9k views
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   • Guest
   • March 26, 1999

9. Ability to reform plan document in Walk-in CAP

   By Guest John Nelson, March 9, 1999
   • 1 reply
   • 1.8k views
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   • Guest
   • March 26, 1999

10. An inadvertent Screw-up

    By richard, March 5, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • March 5, 1999

11. Top heavy surprise!

    By Guest CMaples, February 9, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 3, 1999

12. Top-Heavy contribution not made

    By Guest JB2, January 28, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 29, 1999

13. Correcting Excess Distributions

    By Guest Thornton, January 28, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • January 28, 1999

14. regulation of 457 deferred compensation plan

    By Guest jope terry, January 27, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 27, 1999

15. Recovery of Errorious Contribution

    By richard, January 21, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 26, 1999

16. No harm, no foul???

    By Ervin Barham, December 16, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • January 15, 1999

17. Bungled Opt-Out

    By Christine Roberts, December 16, 1998
    • 0 replies
    • 1.9k views
    • 
    • Christine Roberts
    • December 16, 1998

18. The dog ate the 5500

    By richard, November 19, 1998
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 9, 1998

19. Overpayment of Terminated Participants

    By Guest Thornton, November 20, 1998
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 20, 1998

20. Reimburse of Investment Losses

    By Guest Thornton, November 19, 1998
    • 1 reply
    • 2.1k views
    • 
    • Alan Simpson
    • November 19, 1998

21. ADP/ACP Correction by Refund

    By Guest gaham, October 21, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 5, 1998

22. Conditions for Using VCR

    By Guest Rogers, October 16, 1998
    • 1 reply
    • 1.9k views
    • 
    • chris
    • October 16, 1998

23. broker error in transfer of funds

    By chris, October 13, 1998
    • 1 reply
    • 2k views
    • 
    • Alonzo
    • October 15, 1998

24. Correcting Ineligible Rollover Received

    By Guest Ann, September 16, 1998
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • October 6, 1998

25. Alternative Correction

    By Guest 454045397, October 2, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 2, 1998

26. Document Problems

    By Dawn Hafner, September 17, 1998
    • 2 replies
    • 2.3k views
    • 
    • Ervin Barham
    • September 17, 1998

27. Prohibited Transaction Or Not???

    By Guest Mitch, September 16, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 16, 1998

28. unauthorized distribution

    By Guest lminsky, September 3, 1998
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • September 5, 1998

29. Make-up contribution/deduction

    By Ervin Barham, September 4, 1998
    • 0 replies
    • 2.1k views
    • 
    • Ervin Barham
    • September 4, 1998

30. VCR - Merging after/during

    By Guest ERead, September 3, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 3, 1998

31. Unexpected Member of Controlled Group

    By Guest Tommy, August 30, 1998
    • 3 replies
    • 2.7k views
    • 
    • Dave Baker
    • September 1, 1998