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Correction of Plan Defects

1,789 topics in this forum

  1. VCP QNEC deposit

    By Sue,
    • 1 reply
    • 649 views

  2. Discrepancy between comp in plan document and operation

    By Flyboyjohn,   
    • 2 replies
    • 961 views

  3. Calculation of earnings on late deposits

    By BookReader,
    • 3 replies
    • 1k views

  4. RMD

    By CJS07,   
    • 1 reply
    • 663 views

  5. Distribution paid by employer not plan

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

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

    By ERISAatty,
    • 1 reply
    • 656 views

  7. Plan document or employer eligibility failure?

    By Flyboyjohn,   
    • 4 replies
    • 919 views

  8. EPCRS Safe Harbors -- Catch-ups?

    By casey72,
    • 3 replies
    • 1.3k views

  9. Nonamender Problem

    By Below Ground,   
    • 9 replies
    • 1.5k views

  10. Overfunded and Terminated Money Purchase Plan

    By ESI2015,
    • 6 replies
    • 1.1k views

  11. VCP & Did not let someone into the plan

    By jeff77,
    • 1 reply
    • 711 views

  12. Correcting Opertional Failures

    By Cobras59,
    • 3 replies
    • 835 views

  13. Late matching contributions

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

  14. Operational Failure - failure to stop deferrals

    By Guest nathang,
    • 5 replies
    • 2k views

  15. Correction of Annuity Rolled to IRA

    By Kudos26,
    • 0 replies
    • 437 views

  16. 403(b) Plan to Be Amended to Allow Deferrals

    By rocknrolls2,
    • 0 replies
    • 602 views

  17. QDIA Failure

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

  18. Close Years, Open Years for IRS Audit

    By Below Ground,   
    • 10 replies
    • 2.5k views

  19. Allowed to defer early--correction?

    By BG5150,
    • 4 replies
    • 683 views

  20. Roth in document, but not offered right away

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

  21. VCP Fee for Loan Default

    By Gilmore,
    • 6 replies
    • 1.9k views

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

    By t.haley,
    • 3 replies
    • 857 views

  23. Rev. Proc. 2015-28 Notice Timing

    By EBECatty,
    • 1 reply
    • 1.2k views

  24. Not following cash-out rules

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

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

    By BG5150,
    • 3 replies
    • 1.4k views

  26. Due date for top heavy minimum

    By R. Butler,
    • 5 replies
    • 4k views

  27. Missing SIMPLE deferrals & match since 2004

    By Guest bmurphy61,
    • 1 reply
    • 1.8k views

  28. ECRS "small benefits"

    By t.haley,
    • 0 replies
    • 679 views

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

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

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

    By MarZDoates,
    • 0 replies
    • 723 views

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

    By pam@bbm,
    • 3 replies
    • 818 views

  32. No SIMPLE-IRA document

    By Belgarath,   
    • 2 replies
    • 642 views

  33. Missed deferrals and W2

    By ewatson12,
    • 1 reply
    • 767 views

  34. Person has no document

    By Earl,
    • 11 replies
    • 1.8k views

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

    By Trisports,   
    • 0 replies
    • 815 views

  36. Depositing Corrections Before or After VCP Submission

    By IhrtERISA,   
    • 3 replies
    • 1.8k views

  37. Supplementing a VCP for an additional failure

    By IhrtERISA,
    • 1 reply
    • 979 views

  38. VCP as part of plan termination?

    By Dougsbpc,
    • 6 replies
    • 1.6k views

  39. RMD failure beneficiaries

    By Scuba 401,
    • 2 replies
    • 1.3k views

  40. Tracking and Expediting VCP Application

    By J Simmons,
    • 0 replies
    • 679 views

  41. Distribution to non-participant

    By kmhaab,   
    • 10 replies
    • 2.7k views

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

    By Lori H,
    • 1 reply
    • 929 views

  43. Missed deferral opportunity--wrong definition of compensation

    By jkharvey,
    • 0 replies
    • 1.1k views

  44. Missed Deferrals... Provide a notice?

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

  45. enrollment error

    By pmacduff,
    • 1 reply
    • 862 views

  46. Loan Failure

    By Spodie,
    • 0 replies
    • 633 views

  47. Contingent benefit violation? How do I correct?

    By gumbok,   
    • 2 replies
    • 1.1k views

  48. New Rev. Proc. on EPCRS

    By david rigby,
    • 6 replies
    • 998 views

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

    By kwalified,
    • 6 replies
    • 740 views

  50. Participating Employer failure to sign adoption agreement

    By IhrtERISA,   
    • 1 reply
    • 1.6k views
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