Plan Document Amendments

771 topics in this forum

1. Administration of Terminal Illness Provision of SECURE 2.0

   By Patty, October 27, 2023
   • 14 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 18

2. When should a user of an IRS-preapproved document sign its SECURE 2019 amendment?

   By Peter Gulia, February 26
   • 10 replies
   • 547 views
   • 
   • Peter Gulia
   • February 28

3. Retroactive Amendment

   By Dougsbpc, December 6, 2023
   • 1 reply
   • 347 views
   • 
   • CuseFan
   • December 7, 2023

4. Amending another's Plan Doc on same platform

   By TPApril, November 27, 2023
   • 12 replies
   • 666 views
   • 
   • TPApril
   • November 30, 2023

5. FIS/Relius IDP VS document users and adding Roth for 2024

   By Rai123, June 28, 2023
   • 7 replies
   • 572 views
   • 
   • Lou S.
   • July 6, 2023

6. Retroactive amendment to create additional HCE PS allocation group

   By M Norton, June 6, 2023
   • 2 replies
   • 287 views
   • 
   • CuseFan
   • June 6, 2023

7. Secure Act Roth Catch Up requirement

   By Rai123, April 3, 2023
   • 9 replies
   • 946 views
   • 
   • Below Ground
   • April 5, 2023

8. Is a plan amendment ineffective because it lacks a distinct signature for an adopting employer?

   By Peter Gulia, February 20, 2023
   • 3 replies
   • 682 views
   • 
   • MoJo
   • February 20, 2023

9. Retroactive Amendment

   By msmith, February 14, 2023
   • 0 replies
   • 226 views
   • 
   • msmith
   • February 14, 2023

10. Retroactive amendment to change eligibility

    By jpdrews, December 16, 2022
    • 2 replies
    • 817 views
    • 
    • Peter Gulia
    • December 17, 2022

11. Relius/Sungard QNEC/QMAC Forfeiture Amendment

    By nancy, November 21, 2022
    • 0 replies
    • 387 views
    • 
    • nancy
    • November 21, 2022

12. Summary of Material Modifications required

    By Belgarath, October 14, 2022
    • 3 replies
    • 726 views
    • 
    • Luke Bailey
    • October 24, 2022

13. Early Inclusion Amendment

    By Misty, October 5, 2022
    • 2 replies
    • 639 views
    • 
    • EBECatty
    • October 5, 2022

14. Cycle 3 late adopter

    By Tom, September 7, 2022
    • 4 replies
    • 515 views
    • 
    • CuseFan
    • September 8, 2022

15. Discretionary Amendment - Amending Forfeiture Allocation Methods - Anti-Cutback Violation?

    By David Olive, August 24, 2022
    • 1 reply
    • 263 views
    • 
    • Bird
    • August 24, 2022

16. Effective Date of Cycle 3 Restatement 1 Day After Deadline?

    By ERISA1, June 28, 2022
    • 12 replies
    • 1k views
    • 
    • Peter Gulia
    • August 1, 2022

17. Document provider

    By J Simmons, July 8, 2022
    • 1 reply
    • 324 views
    • 
    • Patricia Neal Jensen
    • July 12, 2022

18. Removing a Trustee

    By K-t-F, July 11, 2022
    • 6 replies
    • 655 views
    • 
    • Peter Gulia
    • July 12, 2022

19. Money Purchase Plan

    By nancy, July 5, 2022
    • 1 reply
    • 230 views
    • 
    • StephenD
    • July 6, 2022

20. What do you choose as a plan’s restatement date?

    By Peter Gulia, June 30, 2022   

    • restatement
    • 7 replies
    • 741 views
    • 
    • Peter Gulia
    • July 4, 2022

21. Terminating before 7/31/22 to avoid restatement

    By TPApril, June 12, 2022
    • 5 replies
    • 532 views
    • 
    • G8Rs
    • June 14, 2022

22. Amendment to Change Vesting. Which schedule does a new participant follow?

    By jkharvey, May 10, 2022
    • 3 replies
    • 834 views
    • 
    • acm_acm
    • May 12, 2022

23. What if a § 401(a) plan matches a governmental § 457(b) deferral?

    By Peter Gulia, April 21, 2022
    • 4 replies
    • 611 views
    • 
    • Peter Gulia
    • April 22, 2022

24. Prototype documents and each participant being their own allocation group.

    By 01123, April 7, 2022
    • 2 replies
    • 455 views
    • 
    • CuseFan
    • April 8, 2022

25. Which plan document does Ascensus use?

    By Peter Gulia, March 31, 2022
    • 4 replies
    • 485 views
    • 
    • Peter Gulia
    • April 5, 2022