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Correction of Plan Defects

1,789 topics in this forum

  1. Discretionary Match - Document Failure or Operational Failure?

    By Towanda,
    • 5 replies
    • 1.4k views

  2. Locating Missing Participants -- Best Internet Web Sites

    By rocknrolls2,
    • 9 replies
    • 1.6k views

  3. Entitled to Rollover Treatment?

    By JustnERPA,
    • 3 replies
    • 1k views

  4. Correction of Overpayment from Terminated Plan?

    By kmhaab,
    • 1 reply
    • 819 views

  5. IRS expands self correction to certain loan failures

    By RatherBeGolfing,
    • 5 replies
    • 1.2k views

  6. Updated VCP Fees

    By PensionPro,
    • 1 reply
    • 715 views

  7. Nondeductible contribution

    By perplexedbypensions,
    • 7 replies
    • 1.6k views

  8. QNECs for missed deferrals

    By KimS,
    • 6 replies
    • 1.2k views

  9. Missed deferral opportunity?

    By Doghouse,
    • 1 reply
    • 608 views

  10. Timing of ACP Refund

    By pam@bbm,
    • 3 replies
    • 1.5k views
    • Bri
    • Bri

  11. QNEC Optional?

    By Doghouse,
    • 2 replies
    • 709 views

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

    By JustnERPA,
    • 1 reply
    • 1.4k views

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

    By Towanda,
    • 5 replies
    • 1.3k views

  14. Minor Modification of VCP Compliance Statement

    By KMMB,   
    • 1 reply
    • 592 views

  15. SIMPLE IRA - VCP - Employer Eligibility Failure

    By JustMe,
    • 2 replies
    • 787 views

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

    By Belgarath,
    • 5 replies
    • 3.6k views

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

    By BTG,
    • 2 replies
    • 690 views

  18. Ineligible Compensation used for Deferrals

    By JustMe,
    • 4 replies
    • 2.1k views

  19. Revised Form 8950

    By TPA Bob,   
    • 1 reply
    • 1.2k views
    • DAK
    • DAK

  20. Amend for 2018 now or include in VCP?

    By kmhaab,
    • 0 replies
    • 512 views

  21. 14568 and 14568-E: Redundant? Loan Failure

    By Towanda,
    • 3 replies
    • 636 views

  22. Overpayment under a DC plan and 1099R requirements

    By 30Rock,
    • 3 replies
    • 1.5k views

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

    By ERISA-Bubs,
    • 6 replies
    • 1.4k views

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

    By Lori H,
    • 3 replies
    • 691 views

  25. SCP or VCP to Extend Permissible Loan Term

    By EBECatty,
    • 3 replies
    • 870 views

  26. 5330 needed for 2 issues...

    By Puffinator,
    • 2 replies
    • 726 views

  27. VCP or VFCP

    By ERISAgeek111,
    • 3 replies
    • 4.3k views

  28. Deferral Reduction not implemented

    By PJF414,   
    • 2 replies
    • 782 views

  29. extended 2017 Form 5330 in error

    By M Norton,   
    • 1 reply
    • 856 views

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

    By Carol V. Calhoun,   
    • 7 replies
    • 4k views

  31. Resistance to VCP - what to do?

    By Towanda,
    • 9 replies
    • 1.4k views

  32. Earnings Rate - Plan Average?

    By kmhaab,
    • 2 replies
    • 1.1k views
    • AMDG
    • AMDG

  33. Form 5330 de minimis balance due

    By M Norton,
    • 1 reply
    • 1.2k views

  34. Coverage Testing Correction

    By calexbraska,
    • 3 replies
    • 2.1k views

  35. Alternative Proposed Correction

    By kshawbenefits,   
    • 5 replies
    • 1.3k views

  36. Exclusion of Eligible Employees

    By calexbraska,
    • 4 replies
    • 1.3k views

  37. VFCP Invitations DOL Philadelphia Region

    By Flyboyjohn,   
    • 4 replies
    • 918 views

  38. Correction of excess deferrals/match

    By Lori H,
    • 7 replies
    • 2.6k views

  39. MP and PS plans not restated since 1999 adoption

    By Bird,
    • 3 replies
    • 895 views

  40. Anonymous VCP filing

    By YankeeFan,
    • 1 reply
    • 714 views

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

    By beartd,
    • 1 reply
    • 708 views

  42. Excessive fees - VFCP Filing

    By ErisaGooroo,   
    • 1 reply
    • 795 views

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

    By Dalai Pookah,   
    • 5 replies
    • 2.7k views

  44. Non-adopting employer allowed to participate

    By K2retire,
    • 4 replies
    • 1.6k views

  45. Correction for missed last paycheck deferrals

    By kmhaab,
    • 2 replies
    • 1.9k views

  46. correction for ineligible participation, now deceased

    By t.haley,
    • 1 reply
    • 605 views

  47. Correction required for former participant with no account?

    By kmhaab,
    • 8 replies
    • 3.1k views

  48. QNEC for missed match

    By 401(k)athryn,   
    • 4 replies
    • 3.2k views

  49. 401(k) Failed coverage test

    By 52626,
    • 8 replies
    • 6.5k views

  50. Allocation Conditions

    By MarZDoates,
    • 17 replies
    • 3.2k views
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