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Correction of Plan Defects

1,784 topics in this forum

  1. PPA Nonamender - How complete Schedule 2?

    By benefitz,
    • 0 replies
    • 689 views

  2. Max loan taken, included some ineligible contributions

    By RLD513,
    • 1 reply
    • 550 views

  3. Should we amend 5500 or make QNEC

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

  4. Is this an Overpayment under EPCRS? How correct if rolled to IRA?

    By Guest TaxedToDeath,
    • 3 replies
    • 2.4k views

  5. VFCP for missed match/lost earnings?

    By IhrtERISA,   
    • 1 reply
    • 1.3k views

  6. "Amount Involved" in late contributions for 5330

    By BG5150,
    • 4 replies
    • 2.7k views

  7. Loan policy not followed

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 1.6k views

  8. Loan to "disqualified person" & violation of Code 72(p)

    By Spodie,   
    • 0 replies
    • 1.4k views

  9. Correction for failure to implement Roth deferral election correctly

    By Spodie,   
    • 0 replies
    • 1.8k views

  10. Operational Failure - 401(k) Plan

    By Belgarath,
    • 6 replies
    • 1.6k views

  11. Lost Earnings on Late Deposits

    By DocumentDiva,
    • 8 replies
    • 3k views

  12. 401(a) plan merged into 403(b) plan - how to correct

    By taxllm,
    • 5 replies
    • 1.3k views

  13. failure to permit an employee to make a deferral election...same correction for Rehired?

    By Lori H,
    • 0 replies
    • 539 views

  14. VFCP

    By PFranckowiak,
    • 2 replies
    • 852 views

  15. Ineligible participant makes deferrals--correct by distribution--Match?

    By jkharvey,
    • 2 replies
    • 1k views

  16. VCP for Simple IRA

    By Gilmore,
    • 2 replies
    • 1.1k views

  17. 404 Deduction - Audit CAP

    By justanotheradmin,
    • 1 reply
    • 780 views

  18. Missed Match - Allowed to Defer

    By HappyCPC,
    • 2 replies
    • 1.3k views

  19. Form 5330

    By jpod,
    • 2 replies
    • 1.5k views

  20. Correction of investment errors

    By Carol V. Calhoun,
    • 0 replies
    • 752 views

  21. Rev Proc 2015-28 - Affirmative Elections "in lieu of" Automatic Contribution

    By dcoderre,   
    • 6 replies
    • 2.4k views

  22. "Bug" in DOL Lost Earnings Calculator?

    By EPCRSGuru,
    • 2 replies
    • 1.1k views

  23. Late Amender- deadlines and effective dates

    By Flyboyjohn,
    • 2 replies
    • 957 views

  24. Missed Deferral Opp from 5 years ago.

    By Rai401k,
    • 1 reply
    • 945 views

  25. Early Participation of HCE

    By BLM,
    • 1 reply
    • 938 views

  26. missed deferral (auto-enrollment) earnings adjustment

    By DMcGovern,
    • 0 replies
    • 1k views

  27. non-safe harbor 401(k), no HC contributions

    By Belgarath,
    • 7 replies
    • 1.6k views

  28. Sole 401(k) not Red Cup

    By cdavis25,
    • 8 replies
    • 1.5k views

  29. SEP - ineligible employer

    By Belgarath,
    • 0 replies
    • 743 views

  30. EPCRS Correction

    By T.J. Orr,   
    • 1 reply
    • 1.1k views

  31. QNEC - missed deferrals

    By hunter001,
    • 0 replies
    • 969 views

  32. Brother as Investment Broker for 401(k) Plan

    By ogilviesann,
    • 1 reply
    • 920 views

  33. "Reasonable" estimate of earnings needed

    By BG5150,
    • 5 replies
    • 1.6k views

  34. Current IRS Position on Scrivener's Errors Under EPCRS

    By EBECatty,
    • 4 replies
    • 2.9k views

  35. Deferrals made in December, but 401k Provisions not yet effective

    By jkharvey,
    • 1 reply
    • 773 views

  36. Successor Employer

    By Dougsbpc,   
    • 0 replies
    • 767 views

  37. Deferrals made to Profit Sharing Plan (not 401K Plan)

    By LauraERPA,
    • 0 replies
    • 693 views

  38. Correction of Failure to Implement Deferral Election

    By Spodie,   
    • 5 replies
    • 1.9k views

  39. Participating employer situation

    By Belgarath,
    • 4 replies
    • 1.5k views

  40. Second VCP same plan

    By JJRetirement,   
    • 2 replies
    • 1.1k views

  41. Impermissible Distribution from Money Purchase

    By DLavigne,
    • 1 reply
    • 978 views

  42. Failure to follow plan loan policy - EPCRS?

    By t.haley,
    • 1 reply
    • 1.3k views

  43. Failed ACP test correction after 1 year: questions

    By BG5150,
    • 9 replies
    • 2.3k views

  44. Late Interim Amendment

    By jpod,
    • 14 replies
    • 1.7k views

  45. Newly established 401(k) but owners funded SIMPLE IRA

    By Lori H,
    • 9 replies
    • 1.3k views

  46. Failure to start deferral 4 years ago

    By pam@bbm,
    • 7 replies
    • 1.2k views

  47. Notice for Failure to Start Elective Deferrals

    By Tinman,
    • 4 replies
    • 8.1k views

  48. Determination Letter Requirement When Correcting with Retroactive Amendment

    By 401 Chaos,
    • 5 replies
    • 1.2k views

  49. Wrong compensation used to calculate deferral

    By pam@bbm,
    • 2 replies
    • 1.1k views

  50. Incorrect vesting applied

    By Belgarath,
    • 1 reply
    • 1.5k views
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