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Correction of Plan Defects

1,782 topics in this forum

  1. Missed Deferral on Annual Bonus Amounts

    By Eric Taylor,
    • 0 replies
    • 892 views

  2. Employer missed a deferral

    By Belgarath,
    • 1 reply
    • 751 views

  3. Loan Repayment of Deemed Loan

    By Gilmore,
    • 12 replies
    • 2.3k views

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

    By Eric Taylor,
    • 3 replies
    • 2.6k views

  5. Ineligible Participant Allowed to Defer

    By kshaw,   
    • 3 replies
    • 1.6k views

  6. Anonymous VCP

    By Trisports,   
    • 1 reply
    • 1k views

  7. SCP Correction by Plan Amendment for Early Inclusion

    By ERISAAPPLE,   
    • 9 replies
    • 2.1k views

  8. VCP For Loan Correction

    By Stash026,
    • 1 reply
    • 624 views

  9. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast,
    • 2 replies
    • 1.5k views

  10. VCP Needed for Standardized Plan?

    By shERPA,
    • 1 reply
    • 970 views

  11. VCP Filings are slow right now!

    By Belgarath,
    • 7 replies
    • 1.5k views

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

    By Gilmore,
    • 4 replies
    • 901 views

  13. Violating 1 Loan Provision

    By JRG,
    • 2 replies
    • 1.1k views

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

    By Lunch Lady,   
    • 1 reply
    • 862 views

  15. Failed coverage - QNEC allocation

    By Trisports,   
    • 7 replies
    • 3.3k views

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

    By t.haley,
    • 0 replies
    • 814 views

  17. Improperly excluded employees

    By pcbenefits007,
    • 1 reply
    • 757 views

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

    By JJRetirement,   
    • 5 replies
    • 1.9k views

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

    By 401 Chaos,
    • 2 replies
    • 1.6k views

  20. Correction re multiple employer plan status

    By t.haley,
    • 2 replies
    • 879 views

  21. Correction for Failure to Auto-Escalate

    By ERISAAPPLE,
    • 1 reply
    • 798 views

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

    By Gilmore,
    • 8 replies
    • 2.2k views

  23. Owner-employee on Form 14568-H

    By JJRetirement,   
    • 1 reply
    • 720 views

  24. Bonus and Employee Elective Deferral Failure

    By JRN,
    • 2 replies
    • 1.5k views

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

    By Flyboyjohn,   
    • 1 reply
    • 599 views

  26. Multiple Employer Pension Plan Issues

    By jim241,   
    • 6 replies
    • 2k views

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

    By IhrtERISA,
    • 11 replies
    • 3.9k views

  28. Ineligible quasi-governmental employer

    By Flyboyjohn,   
    • 2 replies
    • 752 views

  29. missed deferrals on Christmas bonus

    By mariemonroe,
    • 2 replies
    • 906 views

  30. 403(b) correction when an employee signed up

    By Lori H,
    • 0 replies
    • 442 views

  31. 401(a)(17) excess contributions corrected under SCP subject to 4972 excise tax?

    By jkharvey,
    • 2 replies
    • 1.4k views

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

    By Lori H,
    • 8 replies
    • 6.3k views

  33. de minimis distribution exception EPCRS

    By JJRetirement,   
    • 0 replies
    • 1.6k views

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

    By DMcGovern,
    • 0 replies
    • 344 views

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

    By Belgarath,
    • 6 replies
    • 1.9k views

  36. Ineligible after-tax contribution

    By Belgarath,
    • 3 replies
    • 740 views

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

    By t.haley,
    • 1 reply
    • 692 views

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

    By t.haley,
    • 6 replies
    • 2.9k views

  39. Reversion, suspense account, or other?

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

  40. 5330 - late deposit of deferrals

    By Belgarath,
    • 11 replies
    • 8.2k views

  41. Correction when employee never enrolls

    By Sidney,
    • 4 replies
    • 1.3k views

  42. Failed ACP -Using QMAC for correction

    By BShawn,   
    • 6 replies
    • 1.9k views

  43. IRS Contacts?

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

  44. VCP QNEC deposit

    By Sue,
    • 1 reply
    • 608 views

  45. Discrepancy between comp in plan document and operation

    By Flyboyjohn,   
    • 2 replies
    • 897 views

  46. Calculation of earnings on late deposits

    By BookReader,
    • 3 replies
    • 955 views

  47. RMD

    By CJS07,   
    • 1 reply
    • 618 views

  48. Distribution paid by employer not plan

    By pam@bbm,
    • 8 replies
    • 1.3k views

  49. Missing Trustee (and assets)! How to "distribute"/correct?

    By ERISAatty,
    • 1 reply
    • 600 views

  50. Plan document or employer eligibility failure?

    By Flyboyjohn,   
    • 4 replies
    • 849 views
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