Correction of Plan Defects

1,576 topics in this forum

1. How to File EPCRS For a Client

   By austin3515, Saturday at 01:47 PM
   • 1 reply
   • 94 views
   • 
   • BG5150
   • Saturday at 04:11 PM

2. Missed RMD's for multiple years

   By Belgarath, December 5
   • 0 replies
   • 78 views
   • 
   • Belgarath
   • December 5

3. IRS VCP submission FAST APPROVAL

   By Belgarath, November 19
   • 4 replies
   • 211 views
   • 
   • EBECatty
   • November 21

4. 415 excess

   By thepensionmaven, November 4
   • 2 replies
   • 181 views
   • 
   • thepensionmaven
   • November 11

5. PCs didn't adopt plan - odds of success?

   By shERPA, August 28   

   • vcp
   • 7 replies
   • 407 views
   • 
   • bn
   • November 5

6. DOL Overreach - VFCP! Threatening letters?!

   By justanotheradmin, June 15, 2018   

   • late deposits
   • enforcement action
   • (and 2 more)

     Tagged with:

     • late deposits
     • enforcement action
     • dol
     • vfcp
   • 18 replies
   • 1,772 views
   • 
   • AKowalski
   • November 1

7. 401k Mistakenly Moved to PEO

   By goldtpa, October 31
   • 5 replies
   • 172 views
   • 
   • Larry Starr
   • October 31

8. Delinquent Loan Payments

   By AJ North, October 30
   • 4 replies
   • 154 views
   • 
   • Larry Starr
   • October 31

9. Telephone Number to Follow Up on VCP Request

   By rocknrolls2, October 22
   • 3 replies
   • 201 views
   • 
   • rocknrolls2
   • October 24

10. Correction of Erroneous Deferrals (Excess Amounts / Overpayments)

    By 401 Chaos, October 22
    • 4 replies
    • 304 views
    • 
    • Luke Bailey
    • October 24

11. Supplementing a VCP Filing

    By rocknrolls2, October 18
    • 3 replies
    • 377 views
    • 
    • Bob the Swimmer
    • October 19

12. 5330, Schedule C, line 5

    By Belgarath, October 8
    • 0 replies
    • 215 views
    • 
    • Belgarath
    • October 8

13. Anon VCP

    By Griswold, September 24
    • 5 replies
    • 296 views
    • 
    • Belgarath
    • October 7

14. Is it a QNEC or MATCH?

    By pam@bbm, June 2, 2016
    • 6 replies
    • 1,899 views
    • 
    • legort69
    • October 3

15. Correction of Ineligible After Tax rollover to 403b plan

    By Cobras59, September 23
    • 1 reply
    • 85 views
    • 
    • Mike Preston
    • September 23

16. Pre-tax withheld as Roth AND vice versa!

    By JustMe, September 19
    • 0 replies
    • 108 views
    • 
    • JustMe
    • September 19

17. Involuntary cash outs without consent

    By kmhaab, September 11
    • 0 replies
    • 96 views
    • 
    • kmhaab
    • September 11

18. Match wasn't capped

    By pam@bbm, August 27
    • 1 reply
    • 127 views
    • 
    • Luke Bailey
    • August 28

19. Summary Documentation for VFCP?

    By JustMe, August 16
    • 0 replies
    • 119 views
    • 
    • JustMe
    • August 16

20. Successor plan rule violation

    By Belgarath, July 31
    • 6 replies
    • 372 views
    • 
    • Belgarath
    • August 2

21. Overpayment of Employer Matching Contributions

    By kmhaab, July 30
    • 2 replies
    • 271 views
    • 
    • kmhaab
    • August 1

22. User Fee Avoidance

    By Below Ground, July 17   

    • irs vs dol filings
    • 8 replies
    • 344 views
    • 
    • Below Ground
    • July 23

23. HCE Waiver of Self Correction Funds

    By PensionPete, July 3   

    • 401k
    • compensation
    • (and 1 more)

      Tagged with:

      • 401k
      • compensation
      • scp
    • 7 replies
    • 471 views
    • 
    • PensionPete
    • July 15

24. VCP Processing grinding to a halt?

    By shERPA, April 10
    • 13 replies
    • 698 views
    • 
    • Flyboyjohn
    • June 29

25. Missing everything since 1997

    By Marie, June 27
    • 2 replies
    • 260 views
    • 
    • Flyboyjohn
    • June 29