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BenefitsLink Message Boards > Retirement Plans > Correction of Plan Defects
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  1. VCP Fee for EGTRRA Non-amender and no prior docs (5 replies)
  2. early inclusion (3 replies)
  3. 403(b) participant not allowed to defer (4 replies)
  4. Self correction (2 replies)
  5. Net vs. Gross Repayment of Overpayment (1 reply)
  6. Restorative Payments (0 replies)
  7. correting a benefits, rights, and features failure (0 replies)
  8. RMD took too much (14 replies)
  9. 2 plans - one is under audit (1 reply)
  10. Deferrals deposited but not withheld (2 replies)
  11. Failure to Deposit Plan Assets in Trust (3 replies)
  12. QDIA (0 replies)
  13. 1.401(a)(4)-11g correction of S.H. plan (3 replies)
  14. Oops! Escrow account is in the name of the plan! (1 reply)
  15. 401(k) Plan that Never Permitted Deferrals (6 replies)
  16. Avaneesh Bhagat EPCRS Presentation (0 replies)
  17. VCP Fees (2 replies)
  18. Earnings Calculation (3 replies)
  19. Late Deposit of Deferrals - VFCP (1 reply)
  20. Late Deposit of Deferrals - (VFCP) (1 reply)
  21. Impermissible Distribution (7 replies)
  22. Audit CAP and VFCP re: defaulted loans (1 reply)
  23. Yet Another Rookie Question (2 replies)
  24. Rookie Question (3 replies)
  25. Do Not-For Profits file Form 5330 for late MPP contrib (4 replies)
  26. prohibited transaction: in-service w/d (3 replies)
  27. Calculation of missed earnings - money purchase plan (2 replies)
  28. VCP filing - keogh plan didn't follow any of the rules (5 replies)
  29. lost earnings calculation on late deposits (6 replies)
  30. IRS Challenge of Self-Correction (3 replies)
  31. Deposit Timing of Prevailing Wage Contributions (0 replies)
  32. missed participants (1 reply)
  33. FORM 5330 - LATE DEFERRALS (4 replies)
  34. Unsigned (DB) Plan document (4 replies)
  35. late 5330 - de minimis - best way to correct (0 replies)
  36. deferrals and loan payments remitted late (2 replies)
  37. Loan defaulted in 2008; termination later in 2008 (2 replies)
  38. Deferral not taken out of pay for 2010 (4 replies)
  39. Use of Forfeitures (1 reply)
  40. Missed enrollment by a quarter in error (1 reply)
  41. Plan allows an HCE to defer but he is in excluded class (1 reply)
  42. Wrong Document. For Years (2 replies)
  43. HR failed to start deferrals but participant is not newly eligible (2 replies)
  44. Incorrect Plan Document used (0 replies)
  45. Non Amender VCP Submission (5 replies)
  46. Plan A's expenses paid with Plan B's assets (1 reply)
  47. Late ER Deposit - not worried about Deductibilitly (2 replies)
  48. Audit Cap Question (0 replies)
  49. Improper Inclusion of HCE in Safe Harbor Nonelective Contribution (4 replies)
  50. Closing Agreement percentage (2 replies)
  51. Employee contributions made to wrong Plan (1 reply)
  52. Highest Performing Fund (1 reply)
  53. Include failure to file 1099R in VCP application (1 reply)
  54. Deferral Changes (2 replies)
  55. profit sharing contribution didn't follow document terms (5 replies)
  56. Overpayment on Distribution... (0 replies)
  57. Missed eligible participant (4 replies)
  58. Pay Period Match vs Annual Match (8 replies)
  59. "Missed deferral opportunity" - plan allows for correction of ADP by returning the excess (6 replies)
  60. Manner of distribution to correct previous excess distributions (0 replies)
  61. Inclusion of Ineligible Employees - SCP by Amendment (9 replies)
  62. Late payment from plan (2 replies)
  63. Missed Deferral When Employee Had Knowledge (8 replies)
  64. In-Service Distribution Prior to Age 59-1/2 (2 replies)
  65. Deferral Election Missed (0 replies)
  66. Improper Automatic Enrollment (1 reply)
  67. Money Purchase and 5330 (3 replies)
  68. Penalty tax on return of ineligible deferrals (3 replies)
  69. Co-owner stole PSP money (2 replies)
  70. SCP - ADP Correction with QNEC (5 replies)
  71. Miscoded Deferrals (1 reply)
  72. Limiting 401(k) Salary Deferral Contributions (3 replies)
  73. ethical dilemma (4 replies)
  74. Exclusion of Employee and 5500 Reporting (1 reply)
  75. SH Match not deposited for 2 years (1 reply)
  76. Multiemployer MPPP Nondiscrimination Issue (1 reply)
  77. Oops...someone forgot to cap matching contribution (2 replies)
  78. Missed deferral election (2 replies)
  79. Corrective Contributions (1 reply)
  80. SEP Excess Amount (3 replies)
  81. Profit Sharing Not Made by Tax Filing Deadline (8 replies)
  82. Deferrals withheld on def of compensation (0 replies)
  83. Long time since plan document updated (5 replies)
  84. Late Deposit with Plan Year and ER Year Mismatch (0 replies)
  85. Correction of "Excess" Earnings (2 replies)
  86. SCP or VCP for Incorrectly Checked ASG Box? (1 reply)
  87. Multiple Problems (1 reply)
  88. VCP Filing and PPA Amendment (0 replies)
  89. Missed Opportunity to Defer-403(b) Plan (4 replies)
  90. Defaulted Loan - VCP? (5 replies)
  91. Failed ADP Test from 2008 (2 replies)
  92. 10% tax on excess deferrals returned after 4/15 (4 replies)
  93. Failure to make 3% NEC for 2010 (0 replies)
  94. Penalty for exceeding 415? (3 replies)
  95. Remedial amendment period ? (14 replies)
  96. original signature pages needed? (3 replies)
  97. VCP fees for nonamender multiple failures (1 reply)
  98. One participant MPP plan (0 replies)
  99. Failure to amend for PPA (14 replies)
  100. Non Amender VCP (12 replies)
  101. deposit safe harbor non-elective more than 12 months after plan year end (0 replies)
  102. VCP & multiple employer plan (0 replies)
  103. DFVCP instructions are unclear (0 replies)
  104. Missed the Heart Amendment deadline (3 replies)
  105. Late Deposit of Prevailing Wage Contributions (0 replies)
  106. EPCRS VCP fees (0 replies)
  107. IRS Response time to VCP application (7 replies)
  108. Can't find original document (1 reply)
  109. late deposit of 401k contributions/late filing of form 5330 (0 replies)
  110. Failure to pay taxes on a 2006 distribution (1 reply)
  111. late deferrals 5500 (3 replies)
  112. Contribution for omitted participant who is over 70 1/2 (0 replies)
  113. Excluded Eligible Employees (6 replies)
  114. Deduction for Corrective Contribution (3 replies)
  115. Can you get vcp relief without a vcp filing? (3 replies)
  116. How correct when MPP assets merged into PSP instead of distributed? (9 replies)
  117. Appendix F (2 replies)
  118. Late RMD Taxability form 5329 (3 replies)
  119. VCP fees (2 replies)
  120. Nonamender VCP (0 replies)
  121. Money Purchase Contributions not made (5 replies)
  122. Can I correct inclusion of employees who did not meet 1 year eligiblity (1 reply)
  123. SARSEP.....excess ADP contributions. (2 replies)
  124. Waiver of DOL DFVCP Program Fees? (1 reply)
  125. Topping up NHCEs, or paring down HCEs; may the employer choose? (8 replies)
  126. Contribution mistakenly deposited to SEP account (1 reply)
  127. Failed RMDs/Eligible Rollover Distribution (0 replies)
  128. VCP filing (0 replies)
  129. 1 man DB plan - fail to amend plan PPA, 415 (0 replies)
  130. VCP for 401(a)(4) failure--can't make complete correction? (0 replies)
  131. 2009 ADP Failure (2 replies)
  132. "fired" clients (7 replies)
  133. Late Testing/Refund Due (1 reply)
  134. VCP correction (10 replies)
  135. Employer Match Made Late (1 reply)
  136. Preparation Time for an EPCRS Submission (4 replies)
  137. Payment of Benefits from Wrong Plan (2 replies)
  138. exclusion of eligible ee (5 replies)
  139. Missed RMD, Waiver of 50% Excise Tax, Reporting (1 reply)
  140. In-service distributions allowed at age 65 but plan made them at age 60 (1 reply)
  141. Missed RMD, Rollover and Correction (1 reply)
  142. vcp - no lost earnings (1 reply)
  143. Correction of SIMPLE via Streamlined VCP (0 replies)
  144. Missed deferral (6 replies)
  145. TEFRA/DEFRA/REA document (1 reply)
  146. Does retroactive correction under VCP affect previous required filings? (2 replies)
  147. streamlined VCP for failure to adopt timely amendment (3 replies)
  148. PSP never officially terminated. Started new 403(b) (0 replies)
  149. improperly excluded employees and the IQPA (4 replies)
  150. Ineligible use of SCP (3 replies)
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