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Correction of Plan Defects

1,782 topics in this forum

  1. EPCRS Safe Harbors -- Catch-ups?

    By casey72,
    • 3 replies
    • 1.2k views

  2. Nonamender Problem

    By Below Ground,   
    • 9 replies
    • 1.4k views

  3. Overfunded and Terminated Money Purchase Plan

    By ESI2015,
    • 6 replies
    • 954 views

  4. VCP & Did not let someone into the plan

    By jeff77,
    • 1 reply
    • 638 views

  5. Correcting Opertional Failures

    By Cobras59,
    • 3 replies
    • 774 views

  6. Late matching contributions

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

  7. Operational Failure - failure to stop deferrals

    By Guest nathang,
    • 5 replies
    • 1.9k views

  8. Correction of Annuity Rolled to IRA

    By Kudos26,
    • 0 replies
    • 379 views

  9. 403(b) Plan to Be Amended to Allow Deferrals

    By rocknrolls2,
    • 0 replies
    • 551 views

  10. QDIA Failure

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

  11. Close Years, Open Years for IRS Audit

    By Below Ground,   
    • 10 replies
    • 2.3k views

  12. Allowed to defer early--correction?

    By BG5150,
    • 4 replies
    • 615 views

  13. Roth in document, but not offered right away

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

  14. VCP Fee for Loan Default

    By Gilmore,
    • 6 replies
    • 1.8k views

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

    By t.haley,
    • 3 replies
    • 790 views

  16. Rev. Proc. 2015-28 Notice Timing

    By EBECatty,
    • 1 reply
    • 1.1k views

  17. Not following cash-out rules

    By BG5150,
    • 8 replies
    • 1.1k views
    • K2
    • K2

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

    By BG5150,
    • 3 replies
    • 1.4k views

  19. Due date for top heavy minimum

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

  20. Missing SIMPLE deferrals & match since 2004

    By Guest bmurphy61,
    • 1 reply
    • 1.7k views

  21. ECRS "small benefits"

    By t.haley,
    • 0 replies
    • 631 views

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

    By t.haley,
    • 1 reply
    • 1.1k views

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

    By MarZDoates,
    • 0 replies
    • 665 views

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

    By pam@bbm,
    • 3 replies
    • 739 views

  25. No SIMPLE-IRA document

    By Belgarath,   
    • 2 replies
    • 581 views

  26. Missed deferrals and W2

    By ewatson12,
    • 1 reply
    • 710 views

  27. Person has no document

    By Earl,
    • 11 replies
    • 1.5k views

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

    By Trisports,   
    • 0 replies
    • 778 views

  29. Depositing Corrections Before or After VCP Submission

    By IhrtERISA,   
    • 3 replies
    • 1.7k views

  30. Supplementing a VCP for an additional failure

    By IhrtERISA,
    • 1 reply
    • 928 views

  31. VCP as part of plan termination?

    By Dougsbpc,
    • 6 replies
    • 1.5k views

  32. RMD failure beneficiaries

    By Scuba 401,
    • 2 replies
    • 1.2k views

  33. Tracking and Expediting VCP Application

    By J Simmons,
    • 0 replies
    • 617 views

  34. Distribution to non-participant

    By kmhaab,   
    • 10 replies
    • 2.5k views

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

    By Lori H,
    • 1 reply
    • 876 views

  36. Missed deferral opportunity--wrong definition of compensation

    By jkharvey,
    • 0 replies
    • 1k views

  37. Missed Deferrals... Provide a notice?

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

  38. enrollment error

    By pmacduff,
    • 1 reply
    • 807 views

  39. Loan Failure

    By Spodie,
    • 0 replies
    • 589 views

  40. Contingent benefit violation? How do I correct?

    By gumbok,   
    • 2 replies
    • 969 views

  41. New Rev. Proc. on EPCRS

    By david rigby,
    • 6 replies
    • 902 views

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

    By kwalified,
    • 6 replies
    • 652 views

  43. Participating Employer failure to sign adoption agreement

    By IhrtERISA,   
    • 1 reply
    • 1.5k views

  44. ACP Refund Correction

    By jmartin,
    • 1 reply
    • 833 views

  45. Audit CAP - Calculation of Maximum Payment Amount

    By rocknrolls2,
    • 0 replies
    • 951 views

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

    By ETA Consulting LLC,
    • 1 reply
    • 724 views

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

    By rocknrolls2,
    • 0 replies
    • 815 views

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

    By rocknrolls2,
    • 1 reply
    • 884 views

  49. PPA Nonamender - How complete Schedule 2?

    By benefitz,
    • 0 replies
    • 670 views

  50. Max loan taken, included some ineligible contributions

    By RLD513,
    • 1 reply
    • 533 views
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