Correction of Plan Defects

1,749 topics in this forum

1. Top Heavy Contribution Deadline

   By Guest GG, March 3, 1999
   • 6 replies
   • 2.7k views
   • 
   • John A
   • November 1, 1999

2. ADEA violation found on IRS audit

   By Guest Judy S, July 27, 2006
   • 8 replies
   • 2.7k views
   • 
   • Guest
   • August 21, 2006

3. Mistake of Fact Distribution

   By Guest lindamichals, February 16, 2007
   • 8 replies
   • 2.7k views
   • 
   • Guest
   • February 20, 2007

4. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

   By Guest CMSP, October 11, 2005
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • October 26, 2005

5. "Interim" amendments

   By Guest Sieve, April 24, 2009
   • 1 reply
   • 2.7k views
   • 
   • Belgarath
   • April 24, 2009

6. Corrective Allocation and Distribution Requirements

   By J. Bringhurst, April 3, 2007
   • 5 replies
   • 2.7k views
   • 
   • J. Bringhurst
   • June 27, 2007

7. ADP Test Failure -- This is a tricky one

   By Guest HRGuyinSF, January 3, 2007
   • 1 reply
   • 2.7k views
   • 
   • Tom Poje
   • January 3, 2007

8. Document different than original intent

   By 401_4_ever, December 21, 2006
   • 9 replies
   • 2.7k views
   • 
   • Guest
   • February 9, 2007

9. Overpayment of DB Benefit to Plan Sponsor Owner

   By Guest Chaffee, September 20, 2005
   • 8 replies
   • 2.6k views
   • 
   • Guest
   • September 21, 2005

10. Expected release date for updated EPCRS?

    By JDuns, August 17, 2005
    • 4 replies
    • 2.6k views
    • 
    • MarZDoates
    • October 5, 2005

11. QNEC for missed match

    By 401(k)athryn, May 29, 2018   

    • epcrs
    • missed opportunity to defer
    • (and 2 more)

      Tagged with:

      • epcrs
      • missed opportunity to defer
      • qnec
      • match
    • 4 replies
    • 2.6k views
    • 
    • 401(k)athryn
    • May 30, 2018

12. Client failed to adopt finalized version within 91 days of the GUST determination letter; missed EGTRRA amendments, too; have to make a VCR submission?

    By J. Bringhurst, September 19, 2003
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • November 21, 2003

13. Plan disqualification

    By Dennis Povloski, March 11, 2008
    • 6 replies
    • 2.6k views
    • 
    • masteff
    • March 13, 2008

14. Late MP and PSP contributions - operational failure?

    By Guest KoreAmBear, February 28, 2006
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 1, 2006

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

    By Belgarath, May 31, 2017
    • 5 replies
    • 2.6k views
    • 
    • JustMe
    • January 30, 2019

16. ADP refunds processed after 12-month deadline

    By Guest TaxedToDeath, April 15, 2014
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • November 19, 2014

17. excess allocation

    By bevfair, February 12, 2013
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • March 14, 2013

18. New EPCRS

    By Guest Sieve, August 26, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 26, 2008

19. Failure to withhold on bonus

    By R. Butler, August 2, 2013
    • 3 replies
    • 2.6k views
    • 
    • jpod
    • August 5, 2013

20. Failed coverage - QNEC allocation

    By Trisports, January 4, 2018   

    • 11 g amendment
    • coverage
    • (and 1 more)

      Tagged with:

      • 11 g amendment
      • coverage
      • qnec
    • 7 replies
    • 2.6k views
    • 
    • BG5150
    • January 5, 2018

21. Scrivener's Error

    By Randy Watson, August 10, 2006
    • 2 replies
    • 2.6k views
    • 
    • SoCalActuary
    • August 15, 2006

22. 402g Excess and de minimus amount

    By 30Rock, April 12, 2010
    • 3 replies
    • 2.6k views
    • 
    • PLAN MAN
    • April 14, 2010

23. Correction/4975(b) excise tax

    By Guest Richard Tennenbaum, April 12, 2007
    • 3 replies
    • 2.5k views
    • 
    • J. Bringhurst
    • June 27, 2007

24. Impermissible Distribution - Non-terminated participant / Brokerage Accts

    By CLE401kGuy, November 1, 2013
    • 3 replies
    • 2.5k views
    • 
    • KJohnson
    • November 1, 2013

25. Scrivener's errors & EPCRS

    By Flyboyjohn, April 11, 2014
    • 4 replies
    • 2.5k views
    • 
    • Peter Gulia
    • April 14, 2014