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Correction of Plan Defects

1,791 topics in this forum

  1. Failed ACP -Using QMAC for correction

    By BShawn,   
    • 6 replies
    • 2.1k views

  2. IRS Contacts?

    By Carol V. Calhoun,
    • 2 replies
    • 1.3k views

  3. VCP QNEC deposit

    By Sue,
    • 1 reply
    • 667 views

  4. Discrepancy between comp in plan document and operation

    By Flyboyjohn,   
    • 2 replies
    • 979 views

  5. Calculation of earnings on late deposits

    By BookReader,
    • 3 replies
    • 1.1k views

  6. RMD

    By CJS07,   
    • 1 reply
    • 685 views

  7. Distribution paid by employer not plan

    By pam@bbm,
    • 8 replies
    • 1.5k views

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

    By ERISAatty,
    • 1 reply
    • 683 views

  9. Plan document or employer eligibility failure?

    By Flyboyjohn,   
    • 4 replies
    • 955 views

  10. EPCRS Safe Harbors -- Catch-ups?

    By casey72,
    • 3 replies
    • 1.4k views

  11. Nonamender Problem

    By Below Ground,   
    • 9 replies
    • 1.6k views

  12. Overfunded and Terminated Money Purchase Plan

    By ESI2015,
    • 6 replies
    • 1.1k views

  13. VCP & Did not let someone into the plan

    By jeff77,
    • 1 reply
    • 734 views

  14. Correcting Opertional Failures

    By Cobras59,
    • 3 replies
    • 863 views

  15. Late matching contributions

    By Carol V. Calhoun,
    • 5 replies
    • 1.8k views
    • K2
    • K2

  16. Operational Failure - failure to stop deferrals

    By Guest nathang,
    • 5 replies
    • 2k views

  17. Correction of Annuity Rolled to IRA

    By Kudos26,
    • 0 replies
    • 451 views

  18. 403(b) Plan to Be Amended to Allow Deferrals

    By rocknrolls2,
    • 0 replies
    • 608 views

  19. QDIA Failure

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

  20. Close Years, Open Years for IRS Audit

    By Below Ground,   
    • 10 replies
    • 2.6k views

  21. Allowed to defer early--correction?

    By BG5150,
    • 4 replies
    • 714 views

  22. Roth in document, but not offered right away

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

  23. VCP Fee for Loan Default

    By Gilmore,
    • 6 replies
    • 1.9k views

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

    By t.haley,
    • 3 replies
    • 895 views

  25. Rev. Proc. 2015-28 Notice Timing

    By EBECatty,
    • 1 reply
    • 1.2k views

  26. Not following cash-out rules

    By BG5150,
    • 8 replies
    • 1.2k views
    • K2
    • K2

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

    By BG5150,
    • 3 replies
    • 1.5k views

  28. Due date for top heavy minimum

    By R. Butler,
    • 5 replies
    • 4.1k views

  29. Missing SIMPLE deferrals & match since 2004

    By Guest bmurphy61,
    • 1 reply
    • 1.8k views

  30. ECRS "small benefits"

    By t.haley,
    • 0 replies
    • 695 views

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

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

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

    By MarZDoates,
    • 0 replies
    • 726 views

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

    By pam@bbm,
    • 3 replies
    • 834 views

  34. No SIMPLE-IRA document

    By Belgarath,   
    • 2 replies
    • 663 views

  35. Missed deferrals and W2

    By ewatson12,
    • 1 reply
    • 785 views

  36. Person has no document

    By Earl,
    • 11 replies
    • 1.9k views

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

    By Trisports,   
    • 0 replies
    • 835 views

  38. Depositing Corrections Before or After VCP Submission

    By IhrtERISA,   
    • 3 replies
    • 1.8k views

  39. Supplementing a VCP for an additional failure

    By IhrtERISA,
    • 1 reply
    • 999 views

  40. VCP as part of plan termination?

    By Dougsbpc,
    • 6 replies
    • 1.7k views

  41. RMD failure beneficiaries

    By Scuba 401,
    • 2 replies
    • 1.3k views

  42. Tracking and Expediting VCP Application

    By J Simmons,
    • 0 replies
    • 702 views

  43. Distribution to non-participant

    By kmhaab,   
    • 10 replies
    • 2.7k views

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

    By Lori H,
    • 1 reply
    • 946 views

  45. Missed deferral opportunity--wrong definition of compensation

    By jkharvey,
    • 0 replies
    • 1.1k views

  46. Missed Deferrals... Provide a notice?

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

  47. enrollment error

    By pmacduff,
    • 1 reply
    • 876 views

  48. Loan Failure

    By Spodie,
    • 0 replies
    • 646 views

  49. Contingent benefit violation? How do I correct?

    By gumbok,   
    • 2 replies
    • 1.1k views

  50. New Rev. Proc. on EPCRS

    By david rigby,
    • 6 replies
    • 1k views
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