Correction of Plan Defects

1,551 topics in this forum

1. Is this a document or operational failure?

   By pam@bbm, Monday at 10:45 PM
   • 14 replies
   • 275 views
   • 
   • LANDO
   • 3 hours ago

2. Discretionary Match - Document Failure or Operational Failure?

   By Towanda, June 5
   • 5 replies
   • 134 views
   • 
   • Towanda
   • Yesterday at 08:34 PM

3. Failure to start deferrals in auto-enroll plan

   By BG5150, yesterday at 12:59 PM
   • 4 replies
   • 100 views
   • 
   • JustnERPA
   • Yesterday at 05:37 PM

4. Locating Missing Participants -- Best Internet Web Sites

   By rocknrolls2, June 6
   • 9 replies
   • 373 views
   • 
   • austin3515
   • June 12

5. Eligible for SCP?

   By cathyw, April 29
   • 1 reply
   • 299 views
   • 
   • jpod
   • April 29

6. Entitled to Rollover Treatment?

   By JustnERPA, April 24
   • 3 replies
   • 149 views
   • 
   • Mike Preston
   • April 24

7. Impermissible Distribution

   By waid10, March 16, 2010
   • 17 replies
   • 10,725 views
   • 
   • Bird
   • April 23

8. Correction of Overpayment from Terminated Plan?

   By kmhaab, April 1
   • 1 reply
   • 139 views
   • 
   • Cardscrazy
   • April 22

9. IRS expands self correction to certain loan failures

   By RatherBeGolfing, April 19
   • 5 replies
   • 198 views
   • 
   • RatherBeGolfing
   • April 19

10. Updated VCP Fees

    By PensionPro, April 16
    • 1 reply
    • 205 views
    • 
    • Madison71
    • April 16

11. VCP Processing grinding to a halt?

    By shERPA, April 10
    • 11 replies
    • 430 views
    • 
    • tghooper
    • April 15

12. Nondeductible contribution

    By perplexedbypensions, March 25
    • 7 replies
    • 239 views
    • 
    • justanotheradmin
    • March 27

13. QNECs for missed deferrals

    By KimS, March 20
    • 6 replies
    • 242 views
    • 
    • Kevin C
    • March 22

14. Missed deferral opportunity?

    By Doghouse, March 19
    • 1 reply
    • 105 views
    • 
    • Luke Bailey
    • March 20

15. Timing of ACP Refund

    By pam@bbm, March 8
    • 3 replies
    • 327 views
    • 
    • Bri
    • March 12

16. QNEC Optional?

    By Doghouse, March 1
    • 2 replies
    • 229 views
    • 
    • Doghouse
    • March 6

17. Missed Deferrals 25% QNEC? or 50% QNEC?

    By JustnERPA, March 4
    • 1 reply
    • 159 views
    • 
    • Mike Preston
    • March 5

18. Loan Failure - Relief from Reporting Loans as Deemed Distributions

    By Towanda, February 19
    • 5 replies
    • 320 views
    • 
    • Towanda
    • February 23

19. Minor Modification of VCP Compliance Statement

    By KMMB, February 14   

    • defined benefit plan
    • vcp minor modification
    • (and 1 more)

      Tagged with:

      • defined benefit plan
      • vcp minor modification
      • plan amendment
    • 1 reply
    • 112 views
    • 
    • Bob the Swimmer
    • February 14

20. SIMPLE IRA - VCP - Employer Eligibility Failure

    By JustMe, January 31
    • 2 replies
    • 162 views
    • 
    • JustMe
    • February 4

21. SIMPLE IRA and 401(k) in same year

    By Belgarath, May 31, 2017
    • 5 replies
    • 783 views
    • 
    • JustMe
    • January 30

22. Buyer Contributed to Seller's Plan after Asset Sale

    By BTG, January 27
    • 2 replies
    • 162 views
    • 
    • QP_Guy
    • January 28

23. Ineligible Compensation used for Deferrals

    By JustMe, January 16
    • 4 replies
    • 232 views
    • 
    • JustMe
    • January 19

24. Revised Form 8950

    By TPA Bob, January 14   

    • form 8950
    • 1 reply
    • 245 views
    • 
    • DAK
    • January 14

25. Amend for 2018 now or include in VCP?

    By kmhaab, December 28, 2018
    • 0 replies
    • 140 views
    • 
    • kmhaab
    • December 28, 2018