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Correction of Plan Defects

1,793 topics in this forum

  1. Correction required for former participant with no account?

    By kmhaab,
    • 8 replies
    • 3.4k views

  2. QNEC for missed match

    By 401(k)athryn,   
    • 4 replies
    • 3.5k views

  3. 401(k) Failed coverage test

    By 52626,
    • 8 replies
    • 6.8k views

  4. Allocation Conditions

    By MarZDoates,
    • 17 replies
    • 3.6k views

  5. Corrective Amendment after Plan submitted for Favorable Determination Letter

    By Mel_1999,   
    • 3 replies
    • 1.1k views

  6. Improper rollover of 401k account to IRA

    By Doghouse,
    • 2 replies
    • 1.1k views

  7. 403(b) Plan - Can QNECs, User Fee Be Paid from Plan Assets

    By rocknrolls2,
    • 1 reply
    • 1.3k views

  8. Are Deferral Failures Discrete or Collective?

    By Dalai Pookah,   
    • 2 replies
    • 1k views
    • Adi
    • Adi

  9. NonAmender - EGTRRA and PPA

    By Gilmore,
    • 2 replies
    • 1.4k views

  10. IRS Pressed on VCP Fee Changes at Hill Hearing

    By RatherBeGolfing,
    • 1 reply
    • 841 views

  11. alternative correction of missed deferral amount

    By Chuck Yocum,   
    • 2 replies
    • 1.2k views

  12. Missed Deferral on Annual Bonus Amounts

    By Eric Taylor,
    • 0 replies
    • 1.2k views

  13. Employer missed a deferral

    By Belgarath,
    • 1 reply
    • 947 views

  14. Loan Repayment of Deemed Loan

    By Gilmore,
    • 12 replies
    • 3.1k views

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

    By Eric Taylor,
    • 3 replies
    • 3.1k views

  16. Ineligible Participant Allowed to Defer

    By kshaw,   
    • 3 replies
    • 2k views

  17. Anonymous VCP

    By Trisports,   
    • 1 reply
    • 1.2k views

  18. SCP Correction by Plan Amendment for Early Inclusion

    By ERISAAPPLE,   
    • 9 replies
    • 2.5k views

  19. VCP For Loan Correction

    By Stash026,
    • 1 reply
    • 790 views

  20. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast,
    • 2 replies
    • 1.6k views

  21. VCP Needed for Standardized Plan?

    By shERPA,
    • 1 reply
    • 1.3k views

  22. VCP Filings are slow right now!

    By Belgarath,
    • 7 replies
    • 1.9k views

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

    By Gilmore,
    • 4 replies
    • 1.2k views

  24. Violating 1 Loan Provision

    By JRG,
    • 2 replies
    • 1.3k views

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

    By Lunch Lady,   
    • 1 reply
    • 1.2k views

  26. Failed coverage - QNEC allocation

    By Trisports,   
    • 7 replies
    • 3.8k views

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

    By t.haley,
    • 0 replies
    • 1.1k views

  28. Improperly excluded employees

    By pcbenefits007,
    • 1 reply
    • 990 views

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

    By JJRetirement,   
    • 5 replies
    • 2.5k views

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

    By 401 Chaos,
    • 2 replies
    • 2k views

  31. Correction re multiple employer plan status

    By t.haley,
    • 2 replies
    • 1.3k views

  32. Correction for Failure to Auto-Escalate

    By ERISAAPPLE,
    • 1 reply
    • 997 views

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

    By Gilmore,
    • 8 replies
    • 2.8k views

  34. Owner-employee on Form 14568-H

    By JJRetirement,   
    • 1 reply
    • 1k views

  35. Bonus and Employee Elective Deferral Failure

    By JRN,
    • 2 replies
    • 1.8k views

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

    By Flyboyjohn,   
    • 1 reply
    • 818 views

  37. Multiple Employer Pension Plan Issues

    By jim241,   
    • 6 replies
    • 2.5k views

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

    By IhrtERISA,
    • 11 replies
    • 4.5k views

  39. Ineligible quasi-governmental employer

    By Flyboyjohn,   
    • 2 replies
    • 971 views

  40. missed deferrals on Christmas bonus

    By mariemonroe,
    • 2 replies
    • 1.1k views

  41. 403(b) correction when an employee signed up

    By Lori H,
    • 0 replies
    • 589 views

  42. 401(a)(17) excess contributions corrected under SCP subject to 4972 excise tax?

    By jkharvey,
    • 2 replies
    • 1.6k views

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

    By Lori H,
    • 8 replies
    • 7.2k views

  44. de minimis distribution exception EPCRS

    By JJRetirement,   
    • 0 replies
    • 1.8k views

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

    By DMcGovern,
    • 0 replies
    • 485 views

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

    By Belgarath,
    • 6 replies
    • 2.3k views

  47. Ineligible after-tax contribution

    By Belgarath,
    • 3 replies
    • 936 views

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

    By t.haley,
    • 1 reply
    • 871 views

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

    By t.haley,
    • 6 replies
    • 3.4k views

  50. Reversion, suspense account, or other?

    By John Feldt ERPA CPC QPA,   
    • 2 replies
    • 1.1k views
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