Jump to content

Correction of Plan Defects

1,784 topics in this forum

  1. IRS Pressed on VCP Fee Changes at Hill Hearing

    By RatherBeGolfing,
    • 1 reply
    • 568 views

  2. alternative correction of missed deferral amount

    By Chuck Yocum,   
    • 2 replies
    • 934 views

  3. Missed Deferral on Annual Bonus Amounts

    By Eric Taylor,
    • 0 replies
    • 912 views

  4. Employer missed a deferral

    By Belgarath,
    • 1 reply
    • 762 views

  5. Loan Repayment of Deemed Loan

    By Gilmore,
    • 12 replies
    • 2.4k views

  6. Failure to Implement Reduction in Elective Deferrals - Correcting Thru Payroll Adjustments

    By Eric Taylor,
    • 3 replies
    • 2.7k views

  7. Ineligible Participant Allowed to Defer

    By kshaw,   
    • 3 replies
    • 1.7k views

  8. Anonymous VCP

    By Trisports,   
    • 1 reply
    • 1.1k views

  9. SCP Correction by Plan Amendment for Early Inclusion

    By ERISAAPPLE,   
    • 9 replies
    • 2.1k views

  10. VCP For Loan Correction

    By Stash026,
    • 1 reply
    • 641 views

  11. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast,
    • 2 replies
    • 1.5k views

  12. VCP Needed for Standardized Plan?

    By shERPA,
    • 1 reply
    • 987 views

  13. VCP Filings are slow right now!

    By Belgarath,
    • 7 replies
    • 1.6k views

  14. Safe Harbor 401k - Incorrect Comp used for Deferrals

    By Gilmore,
    • 4 replies
    • 920 views

  15. Violating 1 Loan Provision

    By JRG,
    • 2 replies
    • 1.1k views

  16. No VCP response for RMD failure, what to tell distributee?

    By Lunch Lady,   
    • 1 reply
    • 885 views

  17. Failed coverage - QNEC allocation

    By Trisports,   
    • 7 replies
    • 3.4k views

  18. Failure to timely submit for PPA determination letter - correction?

    By t.haley,
    • 0 replies
    • 830 views

  19. Improperly excluded employees

    By pcbenefits007,
    • 1 reply
    • 772 views

  20. Is late deposit of employer contributions an operational defect?

    By JJRetirement,   
    • 5 replies
    • 1.9k views

  21. EPCRS Correction of Failure to Implement Elective Deferrals AND CATCH-UPs

    By 401 Chaos,
    • 2 replies
    • 1.6k views

  22. Correction re multiple employer plan status

    By t.haley,
    • 2 replies
    • 894 views

  23. Correction for Failure to Auto-Escalate

    By ERISAAPPLE,
    • 1 reply
    • 825 views

  24. Simple IRA and 401(k) in the same plan year (revisited)

    By Gilmore,
    • 8 replies
    • 2.3k views

  25. Owner-employee on Form 14568-H

    By JJRetirement,   
    • 1 reply
    • 742 views

  26. Bonus and Employee Elective Deferral Failure

    By JRN,
    • 2 replies
    • 1.5k views

  27. Failure to amend for election to exercise "maybe" non-elective

    By Flyboyjohn,   
    • 1 reply
    • 609 views

  28. Multiple Employer Pension Plan Issues

    By jim241,   
    • 6 replies
    • 2.1k views

  29. Employer Corrective Contribution count towards $18,000 limit?

    By IhrtERISA,
    • 11 replies
    • 3.9k views

  30. Ineligible quasi-governmental employer

    By Flyboyjohn,   
    • 2 replies
    • 768 views

  31. missed deferrals on Christmas bonus

    By mariemonroe,
    • 2 replies
    • 916 views

  32. 403(b) correction when an employee signed up

    By Lori H,
    • 0 replies
    • 448 views

  33. 401(a)(17) excess contributions corrected under SCP subject to 4972 excise tax?

    By jkharvey,
    • 2 replies
    • 1.4k views

  34. Excess S.H. Match...where does it go?

    By Lori H,
    • 8 replies
    • 6.5k views

  35. de minimis distribution exception EPCRS

    By JJRetirement,   
    • 0 replies
    • 1.6k views

  36. missing deferrals, no termination documentation, merged into PEO plan

    By DMcGovern,
    • 0 replies
    • 354 views

  37. prohibited transaction penalties for an ERISA 403(b)

    By Belgarath,
    • 6 replies
    • 1.9k views

  38. Ineligible after-tax contribution

    By Belgarath,
    • 3 replies
    • 753 views

  39. Operational failure corrected by retro amendment for HCEs and corrective contribution for NHCEs?

    By t.haley,
    • 1 reply
    • 705 views

  40. Retroactive amendment, self-correction, pre-approved plan - determination letter?

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

  41. Reversion, suspense account, or other?

    By John Feldt ERPA CPC QPA,   
    • 2 replies
    • 862 views

  42. 5330 - late deposit of deferrals

    By Belgarath,
    • 11 replies
    • 8.3k views

  43. Correction when employee never enrolls

    By Sidney,
    • 4 replies
    • 1.3k views

  44. Failed ACP -Using QMAC for correction

    By BShawn,   
    • 6 replies
    • 2k views

  45. IRS Contacts?

    By Carol V. Calhoun,
    • 2 replies
    • 1.2k views

  46. VCP QNEC deposit

    By Sue,
    • 1 reply
    • 621 views

  47. Discrepancy between comp in plan document and operation

    By Flyboyjohn,   
    • 2 replies
    • 915 views

  48. Calculation of earnings on late deposits

    By BookReader,
    • 3 replies
    • 969 views

  49. RMD

    By CJS07,   
    • 1 reply
    • 629 views

  50. Distribution paid by employer not plan

    By pam@bbm,
    • 8 replies
    • 1.3k views
×
×
  • Create New...