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Correction of Plan Defects

1,793 topics in this forum

  1. Earnings Adjustment - Actual vs. DOL Calculator

    By waid10,
    • 5 replies
    • 1.7k views

  2. Can forfeitures be used for late deferral corrections?

    By BG5150,
    • 5 replies
    • 2.9k views

  3. Plan doesn't permit QNECs

    By BTG,
    • 4 replies
    • 1.2k views

  4. VCP status inquiry line

    By t.haley,
    • 3 replies
    • 1.2k views

  5. Retention of Plan Documents

    By Benefits Vet,
    • 2 replies
    • 947 views

  6. can former shareholders of plan sponsor be held liable for plan error in this circumstance?

    By mariemonroe,
    • 5 replies
    • 1.2k views

  7. Waiver of 401(a)(9) Penalties for Employee Owner under VCP

    By Benefits Vet,
    • 1 reply
    • 792 views

  8. Correction of Plan Back to 2014

    By ErnieG,
    • 2 replies
    • 978 views

  9. SCP- operational failure on bonuses for 401k deferral

    By B21,
    • 2 replies
    • 1.4k views

  10. Impermissible Distribution

    By waid10,
    • 23 replies
    • 20.2k views

  11. Salary Deferral Excess corrected under EPCRS--what 1099R code?

    By BG5150,
    • 2 replies
    • 702 views

  12. 45-day notice requirement for safe harbor correction

    By t.haley,
    • 0 replies
    • 624 views

  13. Participant took “COVID” distribution in excess of $100,000 limit.

    By MarZDoates,
    • 4 replies
    • 1.1k views

  14. Early inclusion of ineligible employee

    By Dougsbpc,
    • 2 replies
    • 823 views

  15. compensation not capped; match calc'd on excess comp

    By TPAnnie,
    • 2 replies
    • 1.2k views

  16. Payment of DB Plan Benefits out of Corporate Assets (wrong account)

    By EBECAttorney,
    • 7 replies
    • 1.4k views

  17. Extension of Special Rule for Auto Enrollment Plans

    By austin3515,
    • 4 replies
    • 1.2k views

  18. Filing VCPs for clients

    By Cindy,
    • 5 replies
    • 1.3k views

  19. ECPRS / Gains Adjustments for over-deposits

    By austin3515,
    • 4 replies
    • 1.3k views

  20. EPCRS--missed deferral opportunity based on ADP test

    By FORMER ESQ.,
    • 2 replies
    • 1.5k views

  21. vcp question

    By Scuba 401,
    • 2 replies
    • 760 views

  22. Deferrals to (now terminated) Simple IRA not deposited

    By DSev,
    • 4 replies
    • 1.1k views

  23. Wrong plan Number on 5500 for 8 years

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 1k views

  24. Correction of failure to adopt 403(b) in 2014 - can I use Schedule 2 of From 14568-B

    By KML,
    • 1 reply
    • 670 views

  25. ADP Testing with lost deferral opportunity

    By Jill,
    • 7 replies
    • 1.2k views

  26. VFCP Calculator

    By Belgarath,
    • 8 replies
    • 3.4k views

  27. VFCP Calculator--does this add up?

    By BG5150,
    • 1 reply
    • 1k views

  28. VCP for 2 Years

    By Dougsbpc,
    • 1 reply
    • 817 views

  29. Solving 410(b) with short service employees

    By cathyw,
    • 7 replies
    • 2k views

  30. Inclusion of comp for non-participating employer

    By Niceguymike,
    • 2 replies
    • 948 views

  31. Correcting impermissible adoption of governmental 401(k) plan

    By Carol V. Calhoun,
    • 15 replies
    • 3.2k views
    • BTG
    • BTG

  32. Plan increased discretionary match cap, but did not amend plan

    By BG5150,
    • 1 reply
    • 462 views

  33. VCP filing for incorrect match

    By Santo Gold,
    • 7 replies
    • 2.1k views

  34. Safe Harbor Match Timing Error

    By Catch22PGM,   
    • 4 replies
    • 1.1k views

  35. SERIOUS mishandling of the VCP??

    By DR245,
    • 4 replies
    • 1.2k views

  36. Missed deferral correction for participants who have terminated

    By Belgarath,
    • 12 replies
    • 9.6k views

  37. withdrawal of excess

    By Bri,
    • 3 replies
    • 1.4k views

  38. Overpayment in EPCRS, is there a typo?

    By BG5150,
    • 3 replies
    • 1.4k views

  39. Excess Allocation

    By Gilmore,
    • 4 replies
    • 1.3k views

  40. 401k never terminated while funding SEP IRA

    By supernole,
    • 2 replies
    • 817 views

  41. ADP test failed, was corrected, then failed again....

    By Santo Gold,
    • 3 replies
    • 1.2k views

  42. Doc says participant directed, plan is pooled

    By BG5150,
    • 9 replies
    • 1.4k views

  43. In Service Distribution prior to 59-1/2

    By TPA Bob,   
    • 7 replies
    • 3.3k views

  44. In-Service Withdrawals

    By Cynchbeast,
    • 2 replies
    • 1.3k views

  45. Overpayment from Terminated 401(k) Plan II

    By LSU2020,
    • 1 reply
    • 1.1k views

  46. Employee contributions made to wrong Plan

    By Carol V. Calhoun,
    • 3 replies
    • 2.5k views

  47. Forfeitures did not occur

    By Scott,
    • 1 reply
    • 896 views

  48. Match before eligible

    By reader,
    • 5 replies
    • 1.1k views

  49. Chronology of recent VCP submission

    By Linda Wilkins,
    • 4 replies
    • 1.3k views

  50. Owner with No Eligible Compensation

    By JustMe,
    • 4 replies
    • 1k views
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