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Full Version: Which code section requires amending the plan for GUST, EGTRRA, 401(a)(9) and 401(a)(31)?
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Enda80
Which code section requires amending the plan for GUST, EGTRRA, 401(a)(9) and 401(a)(31)?
Sieve
Not a code section. It's a combination of statutory and regualtory effective dates, and Rev. Procs, Notices, etc. that detail when the amendments have to be made inm order for a plan to retain tax-qualified status.
Peanut Butter Man
I agree with Sieve. For 401(a)(31), it was Notice 2005-5 and Notice 2005-95. Notice 2005-5 provided the initial requirement, and Notice 2005-95 extended the deadline to amend.
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