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Correction of Plan Defects

1,785 topics in this forum

  1. Loan Repayments

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

  2. John Doe VCR/Walk-in CAP Submission

    By Scott,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  3. Failure to suspend deferrals

    By Guest lseedorf,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  4. Retrocative Plan Amendment

    By Guest Thornton,
    • 3 replies
    • 2k views
    • Guest
    • Guest

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

    By Guest sdbsg,
    • 5 replies
    • 2.4k views

  6. Correcting Erisa Violations

    By Guest PamK,
    • 1 reply
    • 2k views

  7. Is this an operational or form defect?

    By Guest Do,
    • 4 replies
    • 2.1k views

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

    By Guest StanJacobson,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  9. APRSC During Statutory Correction Period

    By Guest Robert Collins,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  10. You can't cover this...

    By Ervin Barham,
    • 1 reply
    • 1.9k views

  11. Interest adjustment on late contribution

    By Guest TortoraG,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  12. Correction of compensation defintion

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

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

    By Guest John Nelson,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  14. An inadvertent Screw-up

    By richard,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  15. Top heavy surprise!

    By Guest CMaples,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  16. Top-Heavy contribution not made

    By Guest JB2,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  17. Correcting Excess Distributions

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

  18. regulation of 457 deferred compensation plan

    By Guest jope terry,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  19. Recovery of Errorious Contribution

    By richard,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  20. No harm, no foul???

    By Ervin Barham,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  21. Bungled Opt-Out

    By Christine Roberts,
    • 0 replies
    • 2k views

  22. The dog ate the 5500

    By richard,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  23. Overpayment of Terminated Participants

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

  24. Reimburse of Investment Losses

    By Guest Thornton,
    • 1 reply
    • 2.1k views

  25. ADP/ACP Correction by Refund

    By Guest gaham,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  26. Conditions for Using VCR

    By Guest Rogers,
    • 1 reply
    • 2k views

  27. broker error in transfer of funds

    By chris,
    • 1 reply
    • 2k views

  28. Correcting Ineligible Rollover Received

    By Guest Ann,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

  29. Alternative Correction

    By Guest 454045397,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  30. Document Problems

    By Dawn Hafner,
    • 2 replies
    • 2.3k views

  31. Prohibited Transaction Or Not???

    By Guest Mitch,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  32. unauthorized distribution

    By Guest lminsky,
    • 1 reply
    • 3.1k views
    • Guest
    • Guest

  33. Make-up contribution/deduction

    By Ervin Barham,
    • 0 replies
    • 2.1k views

  34. VCR - Merging after/during

    By Guest ERead,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  35. Unexpected Member of Controlled Group

    By Guest Tommy,
    • 3 replies
    • 2.8k views
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