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Correction of Plan Defects

1,782 topics in this forum

  1. QNECs for missed deferrals

    By KimS,
    • 6 replies
    • 1.1k views

  2. Missed deferral opportunity?

    By Doghouse,
    • 1 reply
    • 531 views

  3. Timing of ACP Refund

    By pam@bbm,
    • 3 replies
    • 1.3k views
    • Bri
    • Bri

  4. QNEC Optional?

    By Doghouse,
    • 2 replies
    • 622 views

  5. Missed Deferrals 25% QNEC? or 50% QNEC?

    By JustnERPA,
    • 1 reply
    • 1.3k views

  6. Loan Failure - Relief from Reporting Loans as Deemed Distributions

    By Towanda,
    • 5 replies
    • 1.2k views

  7. Minor Modification of VCP Compliance Statement

    By KMMB,   
    • 1 reply
    • 505 views

  8. SIMPLE IRA - VCP - Employer Eligibility Failure

    By JustMe,
    • 2 replies
    • 702 views

  9. SIMPLE IRA and 401(k) in same year

    By Belgarath,
    • 5 replies
    • 3.4k views

  10. Buyer Contributed to Seller's Plan after Asset Sale

    By BTG,
    • 2 replies
    • 610 views

  11. Ineligible Compensation used for Deferrals

    By JustMe,
    • 4 replies
    • 1.9k views

  12. Revised Form 8950

    By TPA Bob,   
    • 1 reply
    • 1.1k views
    • DAK
    • DAK

  13. Amend for 2018 now or include in VCP?

    By kmhaab,
    • 0 replies
    • 448 views

  14. 14568 and 14568-E: Redundant? Loan Failure

    By Towanda,
    • 3 replies
    • 543 views

  15. Overpayment under a DC plan and 1099R requirements

    By 30Rock,
    • 3 replies
    • 1.4k views

  16. Correcting Coverage Testing, Can we distribute small accounts?

    By ERISA-Bubs,
    • 6 replies
    • 1.3k views

  17. large 403(b) depositing SH Match in Employer Match accounts

    By Lori H,
    • 3 replies
    • 591 views

  18. SCP or VCP to Extend Permissible Loan Term

    By EBECatty,
    • 3 replies
    • 763 views

  19. 5330 needed for 2 issues...

    By Puffinator,
    • 2 replies
    • 643 views

  20. VCP or VFCP

    By ERISAgeek111,
    • 3 replies
    • 4k views

  21. Deferral Reduction not implemented

    By PJF414,   
    • 2 replies
    • 695 views

  22. extended 2017 Form 5330 in error

    By M Norton,   
    • 1 reply
    • 796 views

  23. Correction of employee erroneously excluded from 401(k) for 2015

    By Carol V. Calhoun,   
    • 7 replies
    • 3.8k views

  24. Resistance to VCP - what to do?

    By Towanda,
    • 9 replies
    • 1.3k views

  25. Earnings Rate - Plan Average?

    By kmhaab,
    • 2 replies
    • 956 views
    • AMDG
    • AMDG

  26. Form 5330 de minimis balance due

    By M Norton,
    • 1 reply
    • 1.1k views

  27. Coverage Testing Correction

    By calexbraska,
    • 3 replies
    • 2k views

  28. Alternative Proposed Correction

    By kshawbenefits,   
    • 5 replies
    • 1.2k views

  29. Exclusion of Eligible Employees

    By calexbraska,
    • 4 replies
    • 1.2k views

  30. VFCP Invitations DOL Philadelphia Region

    By Flyboyjohn,   
    • 4 replies
    • 820 views

  31. Correction of excess deferrals/match

    By Lori H,
    • 7 replies
    • 2.4k views

  32. MP and PS plans not restated since 1999 adoption

    By Bird,
    • 3 replies
    • 812 views

  33. Anonymous VCP filing

    By YankeeFan,
    • 1 reply
    • 640 views

  34. Ineligible 401k employer - VCP to 401a?

    By beartd,
    • 1 reply
    • 635 views

  35. Excessive fees - VFCP Filing

    By ErisaGooroo,   
    • 1 reply
    • 717 views

  36. Return of Contribution due to Mistake or Fraud/Embezzlement

    By Dalai Pookah,   
    • 5 replies
    • 2.3k views

  37. Non-adopting employer allowed to participate

    By K2retire,
    • 4 replies
    • 1.5k views

  38. Correction for missed last paycheck deferrals

    By kmhaab,
    • 2 replies
    • 1.8k views

  39. correction for ineligible participation, now deceased

    By t.haley,
    • 1 reply
    • 545 views

  40. Correction required for former participant with no account?

    By kmhaab,
    • 8 replies
    • 2.8k views

  41. QNEC for missed match

    By 401(k)athryn,   
    • 4 replies
    • 3.1k views

  42. 401(k) Failed coverage test

    By 52626,
    • 8 replies
    • 6.3k views

  43. Allocation Conditions

    By MarZDoates,
    • 17 replies
    • 2.9k views

  44. Corrective Amendment after Plan submitted for Favorable Determination Letter

    By Mel_1999,   
    • 3 replies
    • 710 views

  45. Improper rollover of 401k account to IRA

    By Doghouse,
    • 2 replies
    • 797 views

  46. 403(b) Plan - Can QNECs, User Fee Be Paid from Plan Assets

    By rocknrolls2,
    • 1 reply
    • 881 views

  47. Are Deferral Failures Discrete or Collective?

    By Dalai Pookah,   
    • 2 replies
    • 770 views
    • Adi
    • Adi

  48. NonAmender - EGTRRA and PPA

    By Gilmore,
    • 2 replies
    • 1.1k views

  49. IRS Pressed on VCP Fee Changes at Hill Hearing

    By RatherBeGolfing,
    • 1 reply
    • 536 views

  50. alternative correction of missed deferral amount

    By Chuck Yocum,   
    • 2 replies
    • 886 views
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