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Correction of Plan Defects

1,781 topics in this forum

  1. Employer missed a deferral

    By Belgarath,
    • 1 reply
    • 719 views

  2. Loan Repayment of Deemed Loan

    By Gilmore,
    • 12 replies
    • 2.3k views

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

    By Eric Taylor,
    • 3 replies
    • 2.4k views

  4. Ineligible Participant Allowed to Defer

    By kshaw,   
    • 3 replies
    • 1.6k views

  5. Anonymous VCP

    By Trisports,   
    • 1 reply
    • 1k views

  6. SCP Correction by Plan Amendment for Early Inclusion

    By ERISAAPPLE,   
    • 9 replies
    • 2k views

  7. VCP For Loan Correction

    By Stash026,
    • 1 reply
    • 603 views

  8. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast,
    • 2 replies
    • 1.4k views

  9. VCP Needed for Standardized Plan?

    By shERPA,
    • 1 reply
    • 942 views

  10. VCP Filings are slow right now!

    By Belgarath,
    • 7 replies
    • 1.5k views

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

    By Gilmore,
    • 4 replies
    • 868 views

  12. Violating 1 Loan Provision

    By JRG,
    • 2 replies
    • 1.1k views

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

    By Lunch Lady,   
    • 1 reply
    • 821 views

  14. Failed coverage - QNEC allocation

    By Trisports,   
    • 7 replies
    • 3.3k views

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

    By t.haley,
    • 0 replies
    • 783 views

  16. Improperly excluded employees

    By pcbenefits007,
    • 1 reply
    • 728 views

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

    By JJRetirement,   
    • 5 replies
    • 1.8k views

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

    By 401 Chaos,
    • 2 replies
    • 1.5k views

  19. Correction re multiple employer plan status

    By t.haley,
    • 2 replies
    • 846 views

  20. Correction for Failure to Auto-Escalate

    By ERISAAPPLE,
    • 1 reply
    • 755 views

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

    By Gilmore,
    • 8 replies
    • 2.2k views

  22. Owner-employee on Form 14568-H

    By JJRetirement,   
    • 1 reply
    • 666 views

  23. Bonus and Employee Elective Deferral Failure

    By JRN,
    • 2 replies
    • 1.4k views

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

    By Flyboyjohn,   
    • 1 reply
    • 569 views

  25. Multiple Employer Pension Plan Issues

    By jim241,   
    • 6 replies
    • 2k views

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

    By IhrtERISA,
    • 11 replies
    • 3.8k views

  27. Ineligible quasi-governmental employer

    By Flyboyjohn,   
    • 2 replies
    • 717 views

  28. missed deferrals on Christmas bonus

    By mariemonroe,
    • 2 replies
    • 885 views

  29. 403(b) correction when an employee signed up

    By Lori H,
    • 0 replies
    • 417 views

  30. 401(a)(17) excess contributions corrected under SCP subject to 4972 excise tax?

    By jkharvey,
    • 2 replies
    • 1.4k views

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

    By Lori H,
    • 8 replies
    • 6.1k views

  32. de minimis distribution exception EPCRS

    By JJRetirement,   
    • 0 replies
    • 1.5k views

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

    By DMcGovern,
    • 0 replies
    • 323 views

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

    By Belgarath,
    • 6 replies
    • 1.8k views

  35. Ineligible after-tax contribution

    By Belgarath,
    • 3 replies
    • 703 views

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

    By t.haley,
    • 1 reply
    • 667 views

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

    By t.haley,
    • 6 replies
    • 2.8k views

  38. Reversion, suspense account, or other?

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

  39. 5330 - late deposit of deferrals

    By Belgarath,
    • 11 replies
    • 8.1k views

  40. Correction when employee never enrolls

    By Sidney,
    • 4 replies
    • 1.2k views

  41. Failed ACP -Using QMAC for correction

    By BShawn,   
    • 6 replies
    • 1.9k views

  42. IRS Contacts?

    By Carol V. Calhoun,
    • 2 replies
    • 1.1k views

  43. VCP QNEC deposit

    By Sue,
    • 1 reply
    • 587 views

  44. Discrepancy between comp in plan document and operation

    By Flyboyjohn,   
    • 2 replies
    • 870 views

  45. Calculation of earnings on late deposits

    By BookReader,
    • 3 replies
    • 934 views

  46. RMD

    By CJS07,   
    • 1 reply
    • 593 views

  47. Distribution paid by employer not plan

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

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

    By ERISAatty,
    • 1 reply
    • 582 views

  49. Plan document or employer eligibility failure?

    By Flyboyjohn,   
    • 4 replies
    • 829 views

  50. EPCRS Safe Harbors -- Catch-ups?

    By casey72,
    • 3 replies
    • 1.2k views
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