Correction of Plan Defects

1,749 topics in this forum

1. Improper distribution

   By Guest ars, February 3, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 3, 2000

2. Differences between SPD and Adoption Agreement.

   By Guest vwatkins, February 1, 2000
   • 3 replies
   • 2.8k views
   • 
   • Guest
   • February 1, 2000

3. Very large excess contribution

   By Guest alcharles, January 13, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 25, 2000

4. Allocating Lost Earnings

   By Guest KB, January 25, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 25, 2000

5. What are considerations in correcting wrong investment?

   By John A, January 19, 2000
   • 0 replies
   • 1.3k views
   • 
   • John A
   • January 19, 2000

6. PLAN ADOPTED AND FILED BUT NEVER IMPLEMENTED

   By KJohnson, January 11, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 11, 2000

7. 1099 reporting for corrective distributions made under a VCR -- A ques

   By Guest kharris, January 6, 2000
   • 3 replies
   • 1.7k views
   • 
   • Fredman
   • January 10, 2000

8. Correction of excess deferral in 1998 just discovered now in November

   By John A, November 1, 1999
   • 3 replies
   • 1.4k views
   • 
   • John A
   • December 31, 1999

9. Correcting 5500 Filing

   By Guest, December 20, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 20, 1999

10. Refund of deferral during plan year of deferral

    By John A, December 1, 1999
    • 0 replies
    • 1.3k views
    • 
    • John A
    • December 1, 1999

11. Excedding compensation limit

    By Guest ars, November 23, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • November 24, 1999

12. Deferral in excess of plan's terms

    By John A, November 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • November 24, 1999

13. Distribution improperly exceeded Required Minimum Distribution

    By John A, November 19, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • November 22, 1999

14. standardized document requires 500 hours to receive er cont. - plan do

    By Guest billy bong, November 2, 1999
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • November 6, 1999

15. Very small conflict between document provisions

    By John A, October 19, 1999
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • November 6, 1999

16. Turn key was not so turn key

    By Guest DennisT, October 22, 1999
    • 5 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • November 6, 1999

17. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf, November 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Alf
    • November 6, 1999

18. Correcting a Loan made in excess of maximum amount available.

    By John A, November 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • John A
    • November 3, 1999

19. Closing Agreement Submissions

    By Guest PaulR, November 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 2, 1999

20. Top Heavy Contribution Deadline

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

21. Calculation of earnings on missed TH contribution

    By Richard Anderson, September 15, 1999
    • 5 replies
    • 1.8k views
    • 
    • John A
    • November 1, 1999

22. Scrivener's Error

    By Guest slt, October 28, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 28, 1999

23. 401(a)(17) Errors

    By Christine Roberts, September 27, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 11, 1999

24. Inclusion of ineligible employee

    By John A, September 10, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 11, 1999

25. Financial Statement Audits

    By Guest MAGi, September 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 24, 1999