Correction of Plan Defects

1,545 topics in this forum

1. IRS expands self correction to certain loan failures

   By RatherBeGolfing, 21 hours ago
   • 5 replies
   • 34 views
   • 
   • RatherBeGolfing
   • 19 hours ago

2. Updated VCP Fees

   By PensionPro, Tuesday at 12:23 AM
   • 1 reply
   • 142 views
   • 
   • Madison71
   • Tuesday at 02:26 AM

3. VCP Processing grinding to a halt?

   By shERPA, April 10
   • 11 replies
   • 346 views
   • 
   • tghooper
   • Monday at 07:13 PM

4. Correction of Overpayment from Terminated Plan?

   By kmhaab, April 1
   • 0 replies
   • 87 views
   • 
   • kmhaab
   • April 1

5. Nondeductible contribution

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

6. QNECs for missed deferrals

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

7. Missed deferral opportunity?

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

8. Timing of ACP Refund

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

9. QNEC Optional?

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

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

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

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

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

12. 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
    • 92 views
    • 
    • Bob the Swimmer
    • February 14

13. SIMPLE IRA - VCP - Employer Eligibility Failure

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

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

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

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

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

16. Ineligible Compensation used for Deferrals

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

17. Revised Form 8950

    By TPA Bob, January 14   

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

18. Amend for 2018 now or include in VCP?

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

19. 14568 and 14568-E: Redundant? Loan Failure

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

20. Overpayment under a DC plan and 1099R requirements

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

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

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

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

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

23. Separating plan failures by year?

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

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

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

25. SCP or VCP to Extend Permissible Loan Term

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