Correction of Plan Defects

1,634 topics in this forum

1. compensation not capped; match calc'd on excess comp

   By TPAnnie, Tuesday at 05:16 PM
   • 2 replies
   • 145 views
   • 
   • TPAnnie
   • Tuesday at 11:36 PM

2. Payment of DB Plan Benefits out of Corporate Assets (wrong account)

   By EBECAttorney, February 25
   • 7 replies
   • 225 views
   • 
   • acm_acm
   • Monday at 09:21 PM

3. Extension of Special Rule for Auto Enrollment Plans

   By austin3515, January 18
   • 4 replies
   • 337 views
   • 
   • austin3515
   • February 3

4. Filing VCPs for clients

   By Cindy, January 22
   • 5 replies
   • 269 views
   • 
   • Peter Gulia
   • January 27

5. 403(b) nonamender

   By Belgarath, November 9, 2020
   • 6 replies
   • 263 views
   • 
   • Luke Bailey
   • January 22

6. ECPRS / Gains Adjustments for over-deposits

   By austin3515, January 11
   • 4 replies
   • 125 views
   • 
   • Luke Bailey
   • January 13

7. EPCRS--missed deferral opportunity based on ADP test

   By FORMER ESQ., January 9
   • 2 replies
   • 135 views
   • 
   • BG5150
   • January 11

8. vcp question

   By Scuba 401, January 8
   • 2 replies
   • 98 views
   • 
   • Scuba 401
   • January 9

9. Deferrals to (now terminated) Simple IRA not deposited

   By DSev, December 28, 2020
   • 4 replies
   • 152 views
   • 
   • FORMER ESQ.
   • December 28, 2020

10. Wrong plan Number on 5500 for 8 years

    By AbsolutelyOkayPossibly, December 1, 2020
    • 1 reply
    • 286 views
    • 
    • Bill Presson
    • December 1, 2020

11. Correction of failure to adopt 403(b) in 2014 - can I use Schedule 2 of From 14568-B

    By KML, November 30, 2020
    • 1 reply
    • 160 views
    • 
    • EBECatty
    • November 30, 2020

12. ADP Testing with lost deferral opportunity

    By Jill, November 23, 2020
    • 7 replies
    • 176 views
    • 
    • Jill
    • November 30, 2020

13. VFCP Calculator

    By Belgarath, November 3, 2020
    • 8 replies
    • 375 views
    • 
    • Gilmore
    • November 5, 2020

14. VFCP Calculator--does this add up?

    By BG5150, October 23, 2020
    • 1 reply
    • 207 views
    • 
    • RatherBeGolfing
    • October 23, 2020

15. VCP for 2 Years

    By Dougsbpc, October 23, 2020
    • 1 reply
    • 217 views
    • 
    • CuseFan
    • October 23, 2020

16. Solving 410(b) with short service employees

    By cathyw, October 8, 2020
    • 7 replies
    • 258 views
    • 
    • C. B. Zeller
    • October 16, 2020

17. Inclusion of comp for non-participating employer

    By Niceguymike, October 13, 2020
    • 2 replies
    • 164 views
    • 
    • Luke Bailey
    • October 14, 2020

18. Correcting impermissible adoption of governmental 401(k) plan

    By Carol V. Calhoun, October 24, 2018
    • 15 replies
    • 874 views
    • 
    • BTG
    • September 21, 2020

19. Plan increased discretionary match cap, but did not amend plan

    By BG5150, September 16, 2020
    • 1 reply
    • 111 views
    • 
    • Luke Bailey
    • September 16, 2020

20. VCP filing for incorrect match

    By Santo Gold, September 9, 2020
    • 7 replies
    • 316 views
    • 
    • FormsRstillmylife
    • September 14, 2020

21. Safe Harbor Match Timing Error

    By Catch22PGM, September 3, 2020   

    • safe harbor 401k
    • plan document failure
    • 4 replies
    • 164 views
    • 
    • BG5150
    • September 8, 2020

22. SERIOUS mishandling of the VCP??

    By DR245, August 25, 2020
    • 4 replies
    • 202 views
    • 
    • Bird
    • August 27, 2020

23. Missed deferral correction for participants who have terminated

    By Belgarath, December 15, 2015
    • 12 replies
    • 4.8k views
    • 
    • legort69
    • August 21, 2020

24. withdrawal of excess

    By Bri, August 18, 2020
    • 3 replies
    • 305 views
    • 
    • cathyw
    • August 19, 2020

25. Overpayment in EPCRS, is there a typo?

    By BG5150, August 18, 2020
    • 3 replies
    • 239 views
    • 
    • BG5150
    • August 19, 2020