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Correction of Plan Defects

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1,633 topics in this forum

  1. Should we amend 5500 or make QNEC

    By pam@bbm,
    • 2 replies
    • 846 views

  2. Is this an Overpayment under EPCRS? How correct if rolled to IRA?

    By Guest TaxedToDeath,
    • 3 replies
    • 2k views

  3. VFCP for missed match/lost earnings?

    By IhrtERISA,   
    • 1 reply
    • 716 views

  4. "Amount Involved" in late contributions for 5330

    By BG5150,
    • 4 replies
    • 1.4k views

  5. Loan policy not followed

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 763 views

  6. Loan to "disqualified person" & violation of Code 72(p)

    By Spodie,   
    • 0 replies
    • 839 views

  7. Correction for failure to implement Roth deferral election correctly

    By Spodie,   
    • 0 replies
    • 1.2k views

  8. Operational Failure - 401(k) Plan

    By Belgarath,
    • 6 replies
    • 1k views

  9. Lost Earnings on Late Deposits

    By DocumentDiva,
    • 8 replies
    • 1.7k views

  10. 401(a) plan merged into 403(b) plan - how to correct

    By taxllm,
    • 5 replies
    • 784 views

  11. failure to permit an employee to make a deferral election...same correction for Rehired?

    By Lori H,
    • 0 replies
    • 317 views

  12. VFCP

    By PFranckowiak,
    • 2 replies
    • 612 views

  13. Ineligible participant makes deferrals--correct by distribution--Match?

    By jkharvey,
    • 2 replies
    • 606 views

  14. VCP for Simple IRA

    By Gilmore,
    • 2 replies
    • 590 views

  15. 404 Deduction - Audit CAP

    By justanotheradmin,
    • 1 reply
    • 564 views

  16. Missed Match - Allowed to Defer

    By HappyCPC,
    • 2 replies
    • 689 views

  17. Form 5330

    By jpod,
    • 2 replies
    • 952 views

  18. Correction of investment errors

    By Carol V. Calhoun,
    • 0 replies
    • 547 views

  19. Rev Proc 2015-28 - Affirmative Elections "in lieu of" Automatic Contribution

    By dcoderre,   
    • 6 replies
    • 1.7k views

  20. "Bug" in DOL Lost Earnings Calculator?

    By EPCRSGuru,
    • 2 replies
    • 777 views

  21. Late Amender- deadlines and effective dates

    By Flyboyjohn,
    • 2 replies
    • 697 views

  22. Missed Deferral Opp from 5 years ago.

    By Rai401k,
    • 1 reply
    • 677 views

  23. Early Participation of HCE

    By BLM,
    • 1 reply
    • 548 views

  24. missed deferral (auto-enrollment) earnings adjustment

    By DMcGovern,
    • 0 replies
    • 773 views

  25. non-safe harbor 401(k), no HC contributions

    By Belgarath,
    • 7 replies
    • 781 views
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