Correction of Plan Defects

1,626 topics in this forum

1. Wrong plan Number on 5500 for 8 years

   By AbsolutelyOkayPossibly, Tuesday at 06:50 PM
   • 1 reply
   • 123 views
   • 
   • Bill Presson
   • Tuesday at 07:38 PM

2. 403(b) nonamender

   By Belgarath, November 9
   • 2 replies
   • 182 views
   • 
   • Belgarath
   • Tuesday at 04:05 PM

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

   By KML, Monday at 04:44 PM
   • 1 reply
   • 80 views
   • 
   • EBECatty
   • Monday at 05:34 PM

4. ADP Testing with lost deferral opportunity

   By Jill, November 23
   • 7 replies
   • 140 views
   • 
   • Jill
   • Monday at 04:58 PM

5. VFCP Calculator

   By Belgarath, November 3
   • 8 replies
   • 239 views
   • 
   • Gilmore
   • November 5

6. VFCP Calculator--does this add up?

   By BG5150, October 23
   • 1 reply
   • 175 views
   • 
   • RatherBeGolfing
   • October 23

7. VCP for 2 Years

   By Dougsbpc, October 23
   • 1 reply
   • 183 views
   • 
   • CuseFan
   • October 23

8. Solving 410(b) with short service employees

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

9. Inclusion of comp for non-participating employer

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

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

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

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

    By BG5150, September 16
    • 1 reply
    • 93 views
    • 
    • Luke Bailey
    • September 16

12. VCP filing for incorrect match

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

13. Safe Harbor Match Timing Error

    By Catch22PGM, September 3   

    • safe harbor 401k
    • plan document failure
    • 4 replies
    • 145 views
    • 
    • BG5150
    • September 8

14. SERIOUS mishandling of the VCP??

    By DR245, August 25
    • 4 replies
    • 168 views
    • 
    • Bird
    • August 27

15. Missed deferral correction for participants who have terminated

    By Belgarath, December 15, 2015
    • 12 replies
    • 4,498 views
    • 
    • legort69
    • August 21

16. withdrawal of excess

    By Bri, August 18
    • 3 replies
    • 277 views
    • 
    • cathyw
    • August 19

17. Overpayment in EPCRS, is there a typo?

    By BG5150, August 18
    • 3 replies
    • 189 views
    • 
    • BG5150
    • August 19

18. Excess Allocation

    By Gilmore, August 3
    • 4 replies
    • 212 views
    • 
    • Gilmore
    • August 12

19. 401k never terminated while funding SEP IRA

    By supernole, July 23
    • 2 replies
    • 221 views
    • 
    • supernole
    • July 28

20. ADP test failed, was corrected, then failed again....

    By Santo Gold, July 22
    • 3 replies
    • 201 views
    • 
    • Santo Gold
    • July 22

21. Doc says participant directed, plan is pooled

    By BG5150, July 10
    • 9 replies
    • 304 views
    • 
    • BG5150
    • July 16

22. In Service Distribution prior to 59-1/2

    By TPA Bob, July 19, 2018   

    • 401(k)
    • in service distribution
    • 7 replies
    • 1,022 views
    • 
    • ErisaGooroo
    • July 16

23. In-Service Withdrawals

    By Cynchbeast, July 9
    • 2 replies
    • 230 views
    • 
    • Larry Starr
    • July 9

24. Overpayment from Terminated 401(k) Plan II

    By LSU2020, July 3
    • 1 reply
    • 221 views
    • 
    • Lou S.
    • July 6

25. Employee contributions made to wrong Plan

    By Carol V. Calhoun, June 26
    • 3 replies
    • 333 views
    • 
    • Peter Gulia
    • June 26