Correction of Plan Defects

1,632 topics in this forum

1. Missed deferral opportunity?

   By Doghouse, March 19, 2019
   • 1 reply
   • 197 views
   • 
   • Luke Bailey
   • March 20, 2019

2. Timing of ACP Refund

   By pam@bbm, March 8, 2019
   • 3 replies
   • 606 views
   • 
   • Bri
   • March 12, 2019

3. QNEC Optional?

   By Doghouse, March 1, 2019
   • 2 replies
   • 319 views
   • 
   • Doghouse
   • March 6, 2019

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

   By JustnERPA, March 4, 2019
   • 1 reply
   • 513 views
   • 
   • Mike Preston
   • March 5, 2019

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

   By Towanda, February 19, 2019
   • 5 replies
   • 488 views
   • 
   • Towanda
   • February 23, 2019

6. Minor Modification of VCP Compliance Statement

   By KMMB, February 14, 2019   

   • defined benefit plan
   • vcp minor modification
   • (and 1 more)

     Tagged with:

     • defined benefit plan
     • vcp minor modification
     • plan amendment
   • 1 reply
   • 221 views
   • 
   • Bob the Swimmer
   • February 14, 2019

7. SIMPLE IRA - VCP - Employer Eligibility Failure

   By JustMe, January 31, 2019
   • 2 replies
   • 301 views
   • 
   • JustMe
   • February 4, 2019

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

   By Belgarath, May 31, 2017
   • 5 replies
   • 1.6k views
   • 
   • JustMe
   • January 30, 2019

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

   By BTG, January 27, 2019
   • 2 replies
   • 265 views
   • 
   • QP_Guy
   • January 28, 2019

10. Ineligible Compensation used for Deferrals

    By JustMe, January 16, 2019
    • 4 replies
    • 439 views
    • 
    • JustMe
    • January 19, 2019

11. Revised Form 8950

    By TPA Bob, January 14, 2019   

    • form 8950
    • 1 reply
    • 538 views
    • 
    • DAK
    • January 14, 2019

12. Amend for 2018 now or include in VCP?

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

13. 14568 and 14568-E: Redundant? Loan Failure

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

14. Overpayment under a DC plan and 1099R requirements

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

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

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

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

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

17. SCP or VCP to Extend Permissible Loan Term

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

18. 5330 needed for 2 issues...

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

19. VCP or VFCP

    By ERISAgeek111, October 9, 2018
    • 3 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • October 10, 2018

20. Deferral Reduction not implemented

    By PJF414, October 8, 2018   

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

21. extended 2017 Form 5330 in error

    By M Norton, October 4, 2018   

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

22. 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
    • 2.3k views
    • 
    • Douglas Dahl
    • September 24, 2018

23. Resistance to VCP - what to do?

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

24. Earnings Rate - Plan Average?

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

25. Form 5330 de minimis balance due

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