Correction of Plan Defects

1,535 topics in this forum

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

   By Towanda, Tuesday at 11:47 PM
   • 5 replies
   • 175 views
   • 
   • Towanda
   • 12 hours ago

2. 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
   • 71 views
   • 
   • Bob the Swimmer
   • February 14

3. SIMPLE IRA - VCP - Employer Eligibility Failure

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

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

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

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

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

6. Ineligible Compensation used for Deferrals

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

7. Revised Form 8950

   By TPA Bob, January 14   

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

8. Amend for 2018 now or include in VCP?

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

9. 14568 and 14568-E: Redundant? Loan Failure

   By Towanda, December 19, 2018
   • 3 replies
   • 122 views
   • 
   • Towanda
   • December 20, 2018

10. Overpayment under a DC plan and 1099R requirements

    By 30Rock, November 15, 2018
    • 3 replies
    • 218 views
    • 
    • Luke Bailey
    • November 16, 2018

11. Correcting Coverage Testing, Can we distribute small accounts?

    By ERISA-Bubs, November 6, 2018
    • 6 replies
    • 307 views
    • 
    • David Schultz
    • November 9, 2018

12. large 403(b) depositing SH Match in Employer Match accounts

    By Lori H, October 11, 2018
    • 3 replies
    • 138 views
    • 
    • Kevin C
    • November 7, 2018

13. Separating plan failures by year?

    By spencerhastings, November 2, 2018
    • 3 replies
    • 247 views
    • 
    • spencerhastings
    • November 5, 2018

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

    By Carol V. Calhoun, October 24, 2018
    • 12 replies
    • 276 views
    • 
    • Luke Bailey
    • October 30, 2018

15. SCP or VCP to Extend Permissible Loan Term

    By EBECatty, October 1, 2018
    • 3 replies
    • 167 views
    • 
    • Kevin C
    • October 19, 2018

16. 5330 needed for 2 issues...

    By Puffinator, October 10, 2018
    • 2 replies
    • 134 views
    • 
    • 401_noob
    • October 16, 2018

17. VCP or VFCP

    By ERISAgeek111, October 9, 2018
    • 3 replies
    • 201 views
    • 
    • RatherBeGolfing
    • October 10, 2018

18. Deferral Reduction not implemented

    By PJF414, October 8, 2018   

    • 401(k) correction
    • 2 replies
    • 176 views
    • 
    • Jim Chad
    • October 9, 2018

19. extended 2017 Form 5330 in error

    By M Norton, October 4, 2018   

    • form 5330
    • extension
    • 1 reply
    • 136 views
    • 
    • RatherBeGolfing
    • October 4, 2018

20. Rev. Proc. 2015-28 Correction of employee erroneously excluded from 401(k) for 2015

    By Carol V. Calhoun, July 21, 2015   

    • Rev. Proc. 2015-28
    • 7 replies
    • 1,875 views
    • 
    • Douglas Dahl
    • September 24, 2018

21. Resistance to VCP - what to do?

    By Towanda, September 13, 2018
    • 9 replies
    • 302 views
    • 
    • shERPA
    • September 14, 2018

22. Earnings Rate - Plan Average?

    By kmhaab, September 10, 2018
    • 2 replies
    • 247 views
    • 
    • AMDG
    • September 11, 2018

23. Form 5330 de minimis balance due

    By M Norton, September 7, 2018
    • 1 reply
    • 227 views
    • 
    • Larry Starr
    • September 7, 2018

24. Coverage Testing Correction

    By calexbraska, August 30, 2018
    • 3 replies
    • 322 views
    • 
    • Doc Ument
    • September 4, 2018

25. Alternative Proposed Correction

    By kshawbenefits, August 21, 2018   

    • epcrs
    • retroactive plan amendment
    • (and 1 more)

      Tagged with:

      • epcrs
      • retroactive plan amendment
      • correction method
    • 5 replies
    • 330 views
    • 
    • Flyboyjohn
    • August 21, 2018