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Correction of Plan Defects

1,781 topics in this forum

  1. Nonamender Problem

    By Below Ground,   
    • 9 replies
    • 1.4k views

  2. Overfunded and Terminated Money Purchase Plan

    By ESI2015,
    • 6 replies
    • 939 views

  3. VCP & Did not let someone into the plan

    By jeff77,
    • 1 reply
    • 619 views

  4. Correcting Opertional Failures

    By Cobras59,
    • 3 replies
    • 764 views

  5. Late matching contributions

    By Carol V. Calhoun,
    • 5 replies
    • 1.6k views
    • K2
    • K2

  6. Operational Failure - failure to stop deferrals

    By Guest nathang,
    • 5 replies
    • 1.9k views

  7. Correction of Annuity Rolled to IRA

    By Kudos26,
    • 0 replies
    • 366 views

  8. 403(b) Plan to Be Amended to Allow Deferrals

    By rocknrolls2,
    • 0 replies
    • 539 views

  9. QDIA Failure

    By AKconsult,
    • 2 replies
    • 555 views
    • K2
    • K2

  10. Close Years, Open Years for IRS Audit

    By Below Ground,   
    • 10 replies
    • 2.2k views

  11. Allowed to defer early--correction?

    By BG5150,
    • 4 replies
    • 599 views

  12. Roth in document, but not offered right away

    By John Feldt ERPA CPC QPA,   
    • 1 reply
    • 568 views
    • K2
    • K2

  13. VCP Fee for Loan Default

    By Gilmore,
    • 6 replies
    • 1.8k views

  14. EPCRS - earnings, "lag time" in deposit

    By t.haley,
    • 3 replies
    • 768 views

  15. Rev. Proc. 2015-28 Notice Timing

    By EBECatty,
    • 1 reply
    • 1.1k views

  16. Not following cash-out rules

    By BG5150,
    • 8 replies
    • 1k views
    • K2
    • K2

  17. Low excise tax on deferrals, give it to the partic and no 5330?

    By BG5150,
    • 3 replies
    • 1.3k views

  18. Due date for top heavy minimum

    By R. Butler,
    • 5 replies
    • 3.8k views

  19. Missing SIMPLE deferrals & match since 2004

    By Guest bmurphy61,
    • 1 reply
    • 1.7k views

  20. ECRS "small benefits"

    By t.haley,
    • 0 replies
    • 617 views

  21. Failure to implement auto enroll, but employees since terminated

    By t.haley,
    • 1 reply
    • 1k views

  22. Failure to file Forms 1099-R and Form 945

    By MarZDoates,
    • 0 replies
    • 650 views

  23. Client changed payroll timing and didn't deduct deferrals for everyone

    By pam@bbm,
    • 3 replies
    • 724 views

  24. No SIMPLE-IRA document

    By Belgarath,   
    • 2 replies
    • 568 views

  25. Missed deferrals and W2

    By ewatson12,
    • 1 reply
    • 693 views

  26. Person has no document

    By Earl,
    • 11 replies
    • 1.5k views

  27. Earnings for missed deferral opportunity when plan's ROR is negative

    By Trisports,   
    • 0 replies
    • 764 views

  28. Depositing Corrections Before or After VCP Submission

    By IhrtERISA,   
    • 3 replies
    • 1.7k views

  29. Supplementing a VCP for an additional failure

    By IhrtERISA,
    • 1 reply
    • 915 views

  30. VCP as part of plan termination?

    By Dougsbpc,
    • 6 replies
    • 1.5k views

  31. RMD failure beneficiaries

    By Scuba 401,
    • 2 replies
    • 1.2k views

  32. Tracking and Expediting VCP Application

    By J Simmons,
    • 0 replies
    • 603 views

  33. Distribution to non-participant

    By kmhaab,   
    • 10 replies
    • 2.5k views

  34. small SH plan. failed to withhold from all participants

    By Lori H,
    • 1 reply
    • 860 views

  35. Missed deferral opportunity--wrong definition of compensation

    By jkharvey,
    • 0 replies
    • 994 views

  36. Missed Deferrals... Provide a notice?

    By K-t-F,
    • 1 reply
    • 943 views

  37. enrollment error

    By pmacduff,
    • 1 reply
    • 773 views

  38. Loan Failure

    By Spodie,
    • 0 replies
    • 576 views

  39. Contingent benefit violation? How do I correct?

    By gumbok,   
    • 2 replies
    • 943 views

  40. New Rev. Proc. on EPCRS

    By david rigby,
    • 6 replies
    • 891 views

  41. Small plan with short plan year starts making deposits late.

    By kwalified,
    • 6 replies
    • 640 views

  42. Participating Employer failure to sign adoption agreement

    By IhrtERISA,   
    • 1 reply
    • 1.5k views

  43. ACP Refund Correction

    By jmartin,
    • 1 reply
    • 817 views

  44. Audit CAP - Calculation of Maximum Payment Amount

    By rocknrolls2,
    • 0 replies
    • 930 views

  45. Limit on One-to-One QNEC Amounts?

    By ETA Consulting LLC,
    • 1 reply
    • 709 views

  46. Audit CAP -- Position Paper and Method of Calculation

    By rocknrolls2,
    • 0 replies
    • 801 views

  47. Correction by Retroactive Amendment - Limitation to Impacted Employees?

    By rocknrolls2,
    • 1 reply
    • 869 views

  48. PPA Nonamender - How complete Schedule 2?

    By benefitz,
    • 0 replies
    • 658 views

  49. Max loan taken, included some ineligible contributions

    By RLD513,
    • 1 reply
    • 523 views

  50. Should we amend 5500 or make QNEC

    By pam@bbm,
    • 2 replies
    • 1.6k views
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