Correction of Plan Defects

1,749 topics in this forum

1. Correcting contribution deposit to wrong participant's account

   By Guest DVW, November 24, 2008
   • 6 replies
   • 5.5k views
   • 
   • Guest
   • March 20, 2009

2. Late 402(g) Excess Deferral

   By DTH, April 2, 2008
   • 11 replies
   • 5.4k views
   • 
   • Guest
   • May 22, 2008

3. Hardship Proof

   By Guest lindamichals, September 19, 2008
   • 14 replies
   • 5.3k views
   • 
   • Guest
   • September 24, 2008

4. Failed Nondiscrimination Test Under 401(a)(4)

   By Guest CDF13, May 27, 2010
   • 5 replies
   • 5.2k views
   • 
   • rcline46
   • June 3, 2010

5. unsigned plan document or amendments

   By k man, April 11, 2006
   • 12 replies
   • 5.2k views
   • 
   • k man
   • May 1, 2006

6. RMD took too much

   By ESOP Guy, January 31, 2012
   • 15 replies
   • 5k views
   • 
   • Guest
   • February 23, 2012

7. Participant's Lie Results in No Spousal Consent

   By Scott, February 26, 2003
   • 15 replies
   • 5k views
   • 
   • mbozek
   • February 27, 2003

8. plan document contains wrong formula 1 2

   By wsp, August 5, 2004
   • 26 replies
   • 4.9k views
   • 
   • Blinky the 3-eyed Fish
   • August 11, 2004

9. Failure to amend for PPA

   By Gudgergirl, March 11, 2010
   • 14 replies
   • 4.8k views
   • 
   • Trekker
   • April 1, 2011

10. VFCP - late deferrals

    By ERISA13, March 9, 2009
    • 3 replies
    • 4.7k views
    • 
    • Below Ground
    • March 19, 2009

11. distribution overpayment

    By Guest GENE, May 2, 2000
    • 12 replies
    • 4.7k views
    • 
    • pjkoehler
    • May 12, 2000

12. Excess S.H. Match...where does it go?

    By Lori H, September 14, 2017
    • 8 replies
    • 4.6k views
    • 
    • Kevin C
    • September 15, 2017

13. Calculation of Lost Earnings

    By rcline46, November 11, 2005
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • December 7, 2005

14. Union And Non-union Employees In Same Plan

    By Guest mr.pension, March 16, 2002
    • 5 replies
    • 4.5k views
    • 
    • KJohnson
    • March 29, 2002

15. QSLOB "testing" frequency?

    By Guest beppie_stark, July 18, 2005
    • 12 replies
    • 4.5k views
    • 
    • Guest
    • July 29, 2005

16. Correction for Missed Match

    By Guest Pension Girl, January 5, 2010
    • 6 replies
    • 4.4k views
    • 
    • Kevin C
    • January 7, 2010

17. Non Amender VCP

    By Scuba 401, May 24, 2010
    • 12 replies
    • 4.3k views
    • 
    • Guest
    • March 31, 2011

18. Correcting 410(b) failure in controlled group

    By Floridaattorney, November 29, 2013
    • 2 replies
    • 4.3k views
    • 
    • Floridaattorney
    • December 2, 2013

19. Excise Tax on Late Employer Contributions?

    By Guest sammy, July 8, 2003
    • 2 replies
    • 4.2k views
    • 
    • mbozek
    • July 24, 2003

20. SH non-elective 3% contribution not funded

    By commishvp, July 1, 2009
    • 8 replies
    • 4.2k views
    • 
    • Belgarath
    • July 6, 2009

21. Notifying Participants of Additional Contributions made pursuant to EPCRS

    By mariemonroe, September 2, 2008
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • September 2, 2008

22. Contribution Made After Tax Due Date

    By Guest Grumpy456, September 19, 2008
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • September 20, 2008

23. How to correct for Affiliated Employers Failure to adopt 401(k) plan of Parent Company?

    By Guest benefitsnewbie, July 18, 2012
    • 6 replies
    • 4.1k views
    • 
    • austin3515
    • January 21, 2015

24. Deferral deposit during black out period

    By Guest jc1457, June 5, 2014
    • 8 replies
    • 4k views
    • 
    • Kevin C
    • June 19, 2014

25. ADP Failure & Incorrect Refunds

    By Dazednconfused, July 13, 2010
    • 2 replies
    • 4k views
    • 
    • austin3515
    • June 10, 2014