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Correction of Plan Defects

1,785 topics in this forum

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

    By rocknrolls2,
    • 1 reply
    • 905 views

  2. PPA Nonamender - How complete Schedule 2?

    By benefitz,
    • 0 replies
    • 696 views

  3. Max loan taken, included some ineligible contributions

    By RLD513,
    • 1 reply
    • 560 views

  4. Should we amend 5500 or make QNEC

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

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

    By Guest TaxedToDeath,
    • 3 replies
    • 2.4k views

  6. VFCP for missed match/lost earnings?

    By IhrtERISA,   
    • 1 reply
    • 1.3k views

  7. "Amount Involved" in late contributions for 5330

    By BG5150,
    • 4 replies
    • 2.7k views

  8. Loan policy not followed

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 1.7k views

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

    By Spodie,   
    • 0 replies
    • 1.4k views

  10. Correction for failure to implement Roth deferral election correctly

    By Spodie,   
    • 0 replies
    • 1.8k views

  11. Operational Failure - 401(k) Plan

    By Belgarath,
    • 6 replies
    • 1.7k views

  12. Lost Earnings on Late Deposits

    By DocumentDiva,
    • 8 replies
    • 3.1k views

  13. 401(a) plan merged into 403(b) plan - how to correct

    By taxllm,
    • 5 replies
    • 1.3k views

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

    By Lori H,
    • 0 replies
    • 543 views

  15. VFCP

    By PFranckowiak,
    • 2 replies
    • 863 views

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

    By jkharvey,
    • 2 replies
    • 1.1k views

  17. VCP for Simple IRA

    By Gilmore,
    • 2 replies
    • 1.1k views

  18. 404 Deduction - Audit CAP

    By justanotheradmin,
    • 1 reply
    • 790 views

  19. Missed Match - Allowed to Defer

    By HappyCPC,
    • 2 replies
    • 1.3k views

  20. Form 5330

    By jpod,
    • 2 replies
    • 1.5k views

  21. Correction of investment errors

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

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

    By dcoderre,   
    • 6 replies
    • 2.4k views

  23. "Bug" in DOL Lost Earnings Calculator?

    By EPCRSGuru,
    • 2 replies
    • 1.1k views

  24. Late Amender- deadlines and effective dates

    By Flyboyjohn,
    • 2 replies
    • 963 views

  25. Missed Deferral Opp from 5 years ago.

    By Rai401k,
    • 1 reply
    • 956 views

  26. Early Participation of HCE

    By BLM,
    • 1 reply
    • 948 views

  27. missed deferral (auto-enrollment) earnings adjustment

    By DMcGovern,
    • 0 replies
    • 1k views

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

    By Belgarath,
    • 7 replies
    • 1.6k views

  29. Sole 401(k) not Red Cup

    By cdavis25,
    • 8 replies
    • 1.5k views

  30. SEP - ineligible employer

    By Belgarath,
    • 0 replies
    • 750 views

  31. EPCRS Correction

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

  32. QNEC - missed deferrals

    By hunter001,
    • 0 replies
    • 975 views

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

    By ogilviesann,
    • 1 reply
    • 927 views

  34. "Reasonable" estimate of earnings needed

    By BG5150,
    • 5 replies
    • 1.6k views

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

    By EBECatty,
    • 4 replies
    • 3k views

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

    By jkharvey,
    • 1 reply
    • 786 views

  37. Successor Employer

    By Dougsbpc,   
    • 0 replies
    • 771 views

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

    By LauraERPA,
    • 0 replies
    • 699 views

  39. Correction of Failure to Implement Deferral Election

    By Spodie,   
    • 5 replies
    • 1.9k views

  40. Participating employer situation

    By Belgarath,
    • 4 replies
    • 1.5k views

  41. Second VCP same plan

    By JJRetirement,   
    • 2 replies
    • 1.1k views

  42. Impermissible Distribution from Money Purchase

    By DLavigne,
    • 1 reply
    • 986 views

  43. Failure to follow plan loan policy - EPCRS?

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

  44. Failed ACP test correction after 1 year: questions

    By BG5150,
    • 9 replies
    • 2.4k views

  45. Late Interim Amendment

    By jpod,
    • 14 replies
    • 1.7k views

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

    By Lori H,
    • 9 replies
    • 1.4k views

  47. Failure to start deferral 4 years ago

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

  48. Notice for Failure to Start Elective Deferrals

    By Tinman,
    • 4 replies
    • 8.1k views

  49. Determination Letter Requirement When Correcting with Retroactive Amendment

    By 401 Chaos,
    • 5 replies
    • 1.2k views

  50. Wrong compensation used to calculate deferral

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