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Correction of Plan Defects

1,785 topics in this forum

  1. Distribution paid by employer not plan

    By pam@bbm,
    • 8 replies
    • 1.4k views

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

    By ERISAatty,
    • 1 reply
    • 625 views

  3. Plan document or employer eligibility failure?

    By Flyboyjohn,   
    • 4 replies
    • 886 views

  4. EPCRS Safe Harbors -- Catch-ups?

    By casey72,
    • 3 replies
    • 1.3k views

  5. Nonamender Problem

    By Below Ground,   
    • 9 replies
    • 1.5k views

  6. Overfunded and Terminated Money Purchase Plan

    By ESI2015,
    • 6 replies
    • 995 views

  7. VCP & Did not let someone into the plan

    By jeff77,
    • 1 reply
    • 685 views

  8. Correcting Opertional Failures

    By Cobras59,
    • 3 replies
    • 799 views

  9. Late matching contributions

    By Carol V. Calhoun,
    • 5 replies
    • 1.7k views
    • K2
    • K2

  10. Operational Failure - failure to stop deferrals

    By Guest nathang,
    • 5 replies
    • 1.9k views

  11. Correction of Annuity Rolled to IRA

    By Kudos26,
    • 0 replies
    • 407 views

  12. 403(b) Plan to Be Amended to Allow Deferrals

    By rocknrolls2,
    • 0 replies
    • 575 views

  13. QDIA Failure

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

  14. Close Years, Open Years for IRS Audit

    By Below Ground,   
    • 10 replies
    • 2.4k views

  15. Allowed to defer early--correction?

    By BG5150,
    • 4 replies
    • 651 views

  16. Roth in document, but not offered right away

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

  17. VCP Fee for Loan Default

    By Gilmore,
    • 6 replies
    • 1.9k views

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

    By t.haley,
    • 3 replies
    • 827 views

  19. Rev. Proc. 2015-28 Notice Timing

    By EBECatty,
    • 1 reply
    • 1.2k views

  20. Not following cash-out rules

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

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

    By BG5150,
    • 3 replies
    • 1.4k views

  22. Due date for top heavy minimum

    By R. Butler,
    • 5 replies
    • 3.9k views

  23. Missing SIMPLE deferrals & match since 2004

    By Guest bmurphy61,
    • 1 reply
    • 1.7k views

  24. ECRS "small benefits"

    By t.haley,
    • 0 replies
    • 657 views

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

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

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

    By MarZDoates,
    • 0 replies
    • 700 views

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

    By pam@bbm,
    • 3 replies
    • 775 views

  28. No SIMPLE-IRA document

    By Belgarath,   
    • 2 replies
    • 607 views

  29. Missed deferrals and W2

    By ewatson12,
    • 1 reply
    • 734 views

  30. Person has no document

    By Earl,
    • 11 replies
    • 1.7k views

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

    By Trisports,   
    • 0 replies
    • 797 views

  32. Depositing Corrections Before or After VCP Submission

    By IhrtERISA,   
    • 3 replies
    • 1.8k views

  33. Supplementing a VCP for an additional failure

    By IhrtERISA,
    • 1 reply
    • 958 views

  34. VCP as part of plan termination?

    By Dougsbpc,
    • 6 replies
    • 1.6k views

  35. RMD failure beneficiaries

    By Scuba 401,
    • 2 replies
    • 1.3k views

  36. Tracking and Expediting VCP Application

    By J Simmons,
    • 0 replies
    • 643 views

  37. Distribution to non-participant

    By kmhaab,   
    • 10 replies
    • 2.6k views

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

    By Lori H,
    • 1 reply
    • 901 views

  39. Missed deferral opportunity--wrong definition of compensation

    By jkharvey,
    • 0 replies
    • 1k views

  40. Missed Deferrals... Provide a notice?

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

  41. enrollment error

    By pmacduff,
    • 1 reply
    • 832 views

  42. Loan Failure

    By Spodie,
    • 0 replies
    • 613 views

  43. Contingent benefit violation? How do I correct?

    By gumbok,   
    • 2 replies
    • 1k views

  44. New Rev. Proc. on EPCRS

    By david rigby,
    • 6 replies
    • 944 views

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

    By kwalified,
    • 6 replies
    • 693 views

  46. Participating Employer failure to sign adoption agreement

    By IhrtERISA,   
    • 1 reply
    • 1.6k views

  47. ACP Refund Correction

    By jmartin,
    • 1 reply
    • 859 views

  48. Audit CAP - Calculation of Maximum Payment Amount

    By rocknrolls2,
    • 0 replies
    • 975 views

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

    By ETA Consulting LLC,
    • 1 reply
    • 764 views

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

    By rocknrolls2,
    • 0 replies
    • 835 views
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