Correction of Plan Defects

1,570 topics in this forum

1. Correction of Erroneous Deferrals (Excess Amounts / Overpayments)

   By 401 Chaos, 22 hours ago
   • 0 replies
   • 33 views
   • 
   • 401 Chaos
   • 22 hours ago

2. Telephone Number to Follow Up on VCP Request

   By rocknrolls2, yesterday at 02:50 PM
   • 2 replies
   • 75 views
   • 
   • rocknrolls2
   • 22 hours ago

3. Supplementing a VCP Filing

   By rocknrolls2, Friday at 12:43 PM
   • 3 replies
   • 351 views
   • 
   • Bob the Swimmer
   • Saturday at 05:04 PM

4. 5330, Schedule C, line 5

   By Belgarath, October 8
   • 0 replies
   • 200 views
   • 
   • Belgarath
   • October 8

5. Anon VCP

   By Griswold, September 24
   • 5 replies
   • 254 views
   • 
   • Belgarath
   • October 7

6. Is it a QNEC or MATCH?

   By pam@bbm, June 2, 2016
   • 6 replies
   • 1,810 views
   • 
   • legort69
   • October 3

7. Correction of Ineligible After Tax rollover to 403b plan

   By Cobras59, September 23
   • 1 reply
   • 74 views
   • 
   • Mike Preston
   • September 23

8. Pre-tax withheld as Roth AND vice versa!

   By JustMe, September 19
   • 0 replies
   • 93 views
   • 
   • JustMe
   • September 19

9. Involuntary cash outs without consent

   By kmhaab, September 11
   • 0 replies
   • 85 views
   • 
   • kmhaab
   • September 11

10. PCs didn't adopt plan - odds of success?

    By shERPA, August 28   

    • vcp
    • 4 replies
    • 285 views
    • 
    • Luke Bailey
    • August 30

11. Match wasn't capped

    By pam@bbm, August 27
    • 1 reply
    • 108 views
    • 
    • Luke Bailey
    • August 28

12. Summary Documentation for VFCP?

    By JustMe, August 16
    • 0 replies
    • 106 views
    • 
    • JustMe
    • August 16

13. Successor plan rule violation

    By Belgarath, July 31
    • 6 replies
    • 352 views
    • 
    • Belgarath
    • August 2

14. Overpayment of Employer Matching Contributions

    By kmhaab, July 30
    • 2 replies
    • 211 views
    • 
    • kmhaab
    • August 1

15. User Fee Avoidance

    By Below Ground, July 17   

    • irs vs dol filings
    • 8 replies
    • 317 views
    • 
    • Below Ground
    • July 23

16. HCE Waiver of Self Correction Funds

    By PensionPete, July 3   

    • 401k
    • compensation
    • (and 1 more)

      Tagged with:

      • 401k
      • compensation
      • scp
    • 7 replies
    • 443 views
    • 
    • PensionPete
    • July 15

17. VCP Processing grinding to a halt?

    By shERPA, April 10
    • 13 replies
    • 651 views
    • 
    • Flyboyjohn
    • June 29

18. Missing everything since 1997

    By Marie, June 27
    • 2 replies
    • 244 views
    • 
    • Flyboyjohn
    • June 29

19. Mistaken contribution

    By PLHart, June 24
    • 13 replies
    • 337 views
    • 
    • Ilene Ferenczy
    • June 26

20. Eligible for SCP?

    By cathyw, April 29
    • 4 replies
    • 413 views
    • 
    • EBECatty
    • June 25

21. Forfeitures Used to Fund Earnings on Corrective Distributions

    By cg1077, June 25   

    • forfeitures
    • earnings
    • 0 replies
    • 138 views
    • 
    • cg1077
    • June 25

22. Failure to start deferrals in auto-enroll plan

    By BG5150, June 19
    • 5 replies
    • 379 views
    • 
    • Eve Sav
    • June 24

23. EPCRS ACA FIX IF ACA IS TERMINATED

    By Jeff Kirtner, June 21
    • 0 replies
    • 128 views
    • 
    • Jeff Kirtner
    • June 21

24. Is this a document or operational failure?

    By pam@bbm, June 17
    • 14 replies
    • 497 views
    • 
    • LANDO
    • June 20

25. Discretionary Match - Document Failure or Operational Failure?

    By Towanda, June 5
    • 5 replies
    • 246 views
    • 
    • Towanda
    • June 19