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Correction of Plan Defects

1,789 topics in this forum

  1. Corrective Amendment after Plan submitted for Favorable Determination Letter

    By Mel_1999,   
    • 3 replies
    • 864 views

  2. Improper rollover of 401k account to IRA

    By Doghouse,
    • 2 replies
    • 901 views

  3. 403(b) Plan - Can QNECs, User Fee Be Paid from Plan Assets

    By rocknrolls2,
    • 1 reply
    • 1k views

  4. Are Deferral Failures Discrete or Collective?

    By Dalai Pookah,   
    • 2 replies
    • 884 views
    • Adi
    • Adi

  5. NonAmender - EGTRRA and PPA

    By Gilmore,
    • 2 replies
    • 1.2k views

  6. IRS Pressed on VCP Fee Changes at Hill Hearing

    By RatherBeGolfing,
    • 1 reply
    • 622 views

  7. alternative correction of missed deferral amount

    By Chuck Yocum,   
    • 2 replies
    • 1k views

  8. Missed Deferral on Annual Bonus Amounts

    By Eric Taylor,
    • 0 replies
    • 962 views

  9. Employer missed a deferral

    By Belgarath,
    • 1 reply
    • 816 views

  10. Loan Repayment of Deemed Loan

    By Gilmore,
    • 12 replies
    • 2.6k views

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

    By Eric Taylor,
    • 3 replies
    • 2.9k views

  12. Ineligible Participant Allowed to Defer

    By kshaw,   
    • 3 replies
    • 1.7k views

  13. Anonymous VCP

    By Trisports,   
    • 1 reply
    • 1.1k views

  14. SCP Correction by Plan Amendment for Early Inclusion

    By ERISAAPPLE,   
    • 9 replies
    • 2.2k views

  15. VCP For Loan Correction

    By Stash026,
    • 1 reply
    • 693 views

  16. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast,
    • 2 replies
    • 1.5k views

  17. VCP Needed for Standardized Plan?

    By shERPA,
    • 1 reply
    • 1k views

  18. VCP Filings are slow right now!

    By Belgarath,
    • 7 replies
    • 1.7k views

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

    By Gilmore,
    • 4 replies
    • 1k views

  20. Violating 1 Loan Provision

    By JRG,
    • 2 replies
    • 1.2k views

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

    By Lunch Lady,   
    • 1 reply
    • 965 views

  22. Failed coverage - QNEC allocation

    By Trisports,   
    • 7 replies
    • 3.5k views

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

    By t.haley,
    • 0 replies
    • 884 views

  24. Improperly excluded employees

    By pcbenefits007,
    • 1 reply
    • 846 views

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

    By JJRetirement,   
    • 5 replies
    • 2.1k views

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

    By 401 Chaos,
    • 2 replies
    • 1.8k views

  27. Correction re multiple employer plan status

    By t.haley,
    • 2 replies
    • 969 views

  28. Correction for Failure to Auto-Escalate

    By ERISAAPPLE,
    • 1 reply
    • 890 views

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

    By Gilmore,
    • 8 replies
    • 2.4k views

  30. Owner-employee on Form 14568-H

    By JJRetirement,   
    • 1 reply
    • 818 views

  31. Bonus and Employee Elective Deferral Failure

    By JRN,
    • 2 replies
    • 1.5k views

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

    By Flyboyjohn,   
    • 1 reply
    • 650 views

  33. Multiple Employer Pension Plan Issues

    By jim241,   
    • 6 replies
    • 2.2k views

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

    By IhrtERISA,
    • 11 replies
    • 4.1k views

  35. Ineligible quasi-governmental employer

    By Flyboyjohn,   
    • 2 replies
    • 818 views

  36. missed deferrals on Christmas bonus

    By mariemonroe,
    • 2 replies
    • 958 views

  37. 403(b) correction when an employee signed up

    By Lori H,
    • 0 replies
    • 487 views

  38. 401(a)(17) excess contributions corrected under SCP subject to 4972 excise tax?

    By jkharvey,
    • 2 replies
    • 1.5k views

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

    By Lori H,
    • 8 replies
    • 6.9k views

  40. de minimis distribution exception EPCRS

    By JJRetirement,   
    • 0 replies
    • 1.6k views

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

    By DMcGovern,
    • 0 replies
    • 385 views

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

    By Belgarath,
    • 6 replies
    • 2k views

  43. Ineligible after-tax contribution

    By Belgarath,
    • 3 replies
    • 799 views

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

    By t.haley,
    • 1 reply
    • 741 views

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

    By t.haley,
    • 6 replies
    • 3.1k views

  46. Reversion, suspense account, or other?

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

  47. 5330 - late deposit of deferrals

    By Belgarath,
    • 11 replies
    • 8.5k views

  48. Correction when employee never enrolls

    By Sidney,
    • 4 replies
    • 1.4k views

  49. Failed ACP -Using QMAC for correction

    By BShawn,   
    • 6 replies
    • 2.1k views

  50. IRS Contacts?

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