Correction of Plan Defects

1,586 topics in this forum

1. Telephone Number to Follow Up on VCP Request

   By rocknrolls2, October 22, 2019
   • 4 replies
   • 413 views
   • 
   • Christine Roberts
   • February 13

2. IRS VCP submission FAST APPROVAL

   By Belgarath, November 19, 2019
   • 7 replies
   • 465 views
   • 
   • Christine Roberts
   • February 13

3. Overpayment of Benefits - Recovery Sought over Several YEars

   By rocknrolls2, February 13
   • 1 reply
   • 90 views
   • 
   • david rigby
   • February 13

4. 1 Participant RMD Failure Over Multiple Years - How do we correct and report?

   By waid10, January 17
   • 2 replies
   • 429 views
   • 
   • waid10
   • February 7

5. prohibited transaction in IRA

   By mariemonroe, January 24
   • 6 replies
   • 272 views
   • 
   • Luke Bailey
   • January 24

6. Excess Contributions for Prior Years and 1099-R Codes

   By lcollins300, January 15
   • 6 replies
   • 255 views
   • 
   • Mike Preston
   • January 21

7. Missed RMD's for multiple years

   By Belgarath, December 5, 2019
   • 1 reply
   • 167 views
   • 
   • waid10
   • January 17

8. Owner's Spouse with no compensation maximized 2019 deferrals

   By Towanda, January 10
   • 12 replies
   • 299 views
   • 
   • Mike Preston
   • January 14

9. Prototype approval letter - Legg Mason prototype

   By TPAinPA, January 6
   • 2 replies
   • 164 views
   • 
   • QualGeek
   • January 9

10. Failure to distribute failed ADP test dollars timely

    By Mikerbpm, January 7
    • 1 reply
    • 143 views
    • 
    • C. B. Zeller
    • January 8

11. Is a 100% corrective QNEC ok?

    By BG5150, December 31, 2019
    • 3 replies
    • 290 views
    • 
    • Mike Preston
    • December 31, 2019

12. dfvcp - payment

    By TPA Bob, December 28, 2019   

    • payment dfvcp
    • 2 replies
    • 168 views
    • 
    • msmith
    • December 30, 2019

13. How to File EPCRS For a Client

    By austin3515, December 7, 2019
    • 4 replies
    • 214 views
    • 
    • Peter Gulia
    • December 18, 2019

14. QACA Safe Harbor Plan and Missed Deferral Opportunity

    By MarZDoates, December 17, 2019
    • 1 reply
    • 182 views
    • 
    • BG5150
    • December 17, 2019

15. Incorrect safe harbor contribution deposited

    By Lorraine Steinberg, December 11, 2019
    • 3 replies
    • 211 views
    • 
    • Luke Bailey
    • December 12, 2019

16. 415 excess

    By thepensionmaven, November 4, 2019
    • 2 replies
    • 223 views
    • 
    • thepensionmaven
    • November 11, 2019

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

    By shERPA, August 28, 2019   

    • vcp
    • 7 replies
    • 454 views
    • 
    • bn
    • November 5, 2019

18. 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
    • 1,929 views
    • 
    • AKowalski
    • November 1, 2019

19. 401k Mistakenly Moved to PEO

    By goldtpa, October 31, 2019
    • 5 replies
    • 228 views
    • 
    • Larry Starr
    • October 31, 2019

20. Delinquent Loan Payments

    By AJ North, October 30, 2019
    • 4 replies
    • 206 views
    • 
    • Larry Starr
    • October 31, 2019

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

    By 401 Chaos, October 22, 2019
    • 4 replies
    • 365 views
    • 
    • Luke Bailey
    • October 24, 2019

22. Supplementing a VCP Filing

    By rocknrolls2, October 18, 2019
    • 3 replies
    • 420 views
    • 
    • Bob the Swimmer
    • October 19, 2019

23. 5330, Schedule C, line 5

    By Belgarath, October 8, 2019
    • 0 replies
    • 246 views
    • 
    • Belgarath
    • October 8, 2019

24. Anon VCP

    By Griswold, September 24, 2019
    • 5 replies
    • 346 views
    • 
    • Belgarath
    • October 7, 2019

25. Is it a QNEC or MATCH?

    By pam@bbm, June 2, 2016
    • 6 replies
    • 2,070 views
    • 
    • legort69
    • October 3, 2019