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Plan Document Amendments

784 topics in this forum

  1. Document Amendments - Need this dumbed down

    By AllThingsForGood,
    • 5 replies
    • 575 views

  2. Which State’s law governs your client’s retirement plan?

    By Peter Gulia,
    • 9 replies
    • 678 views

  3. In using IRS-preapproved documents, may a user change an interim-amendment provision?

    By Peter Gulia,
    • 3 replies
    • 531 views

  4. Is a temptation to backdate documents a thing of the past?

    By Peter Gulia,
    • 6 replies
    • 866 views

  5. Must a provision for a self-certifying hardship be in the plan document?

    By Peter Gulia,
    • 4 replies
    • 818 views

  6. When should a user of an IRS-preapproved document adopt its SECURE 2022 provisions?

    By Peter Gulia,
    • 7 replies
    • 1.1k views

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

    By Peter Gulia,
    • 11 replies
    • 2.2k views

  8. Can plan make vesting more liberal only for Active participants?

    By ACK,
    • 3 replies
    • 1.5k views

  9. Where is a recordkeeper “located”?

    By Peter Gulia,
    • 6 replies
    • 4.8k views

  10. When might a plan sponsor prefer an individually-designed plan document?

    By Peter Gulia,
    • 4 replies
    • 2.2k views

  11. Non-Standardized IDP vs. Prototypes

    By Rayofsunshine,
    • 4 replies
    • 1.6k views

  12. Divorced 12/2020

    By Art Blancia,
    • 4 replies
    • 889 views

  13. What type of document do you use and how easy is it to amend?

    By Rayofsunshine,
    • 1 reply
    • 1.1k views

  14. Mid-year change from annual basis to payroll basis for sh match

    By Inquiring Mind,
    • 1 reply
    • 1.1k views

  15. Administration of Terminal Illness Provision of SECURE 2.0

    By Patty,
    • 14 replies
    • 5.7k views

  16. Retroactive Amendment

    By Dougsbpc,
    • 1 reply
    • 1.6k views

  17. Amending another's Plan Doc on same platform

    By TPApril,
    • 12 replies
    • 3.3k views

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

    By Rayofsunshine,
    • 7 replies
    • 2.4k views

  19. Retroactive amendment to create additional HCE PS allocation group

    By M Norton,
    • 2 replies
    • 1.2k views

  20. Secure Act Roth Catch Up requirement

    By Rayofsunshine,
    • 9 replies
    • 2.6k views

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

    By Peter Gulia,
    • 3 replies
    • 1.7k views

  22. Retroactive Amendment

    By msmith,
    • 0 replies
    • 1.1k views

  23. Retroactive amendment to change eligibility

    By jpdrews,
    • 2 replies
    • 2k views

  24. Relius/Sungard QNEC/QMAC Forfeiture Amendment

    By nancy,
    • 0 replies
    • 1.1k views

  25. Summary of Material Modifications required

    By Belgarath,
    • 3 replies
    • 2.8k views

  26. Early Inclusion Amendment

    By Misty,
    • 2 replies
    • 1.8k views

  27. Cycle 3 late adopter

    By Tom,
    • 4 replies
    • 1.7k views

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

    By David Olive,
    • 1 reply
    • 1.1k views

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

    By ERISA1,
    • 12 replies
    • 3k views

  30. Document provider

    By J Simmons,
    • 1 reply
    • 1.2k views

  31. Removing a Trustee

    By Basically,
    • 6 replies
    • 2.7k views

  32. Money Purchase Plan

    By nancy,
    • 1 reply
    • 932 views

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

    By Peter Gulia,   
    • 7 replies
    • 5.5k views

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

    By TPApril,
    • 5 replies
    • 1.9k views

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

    By jkharvey,
    • 3 replies
    • 2.1k views

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

    By Peter Gulia,
    • 4 replies
    • 1.6k views

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

    By 01123,
    • 2 replies
    • 1.3k views

  38. Which plan document does Ascensus use?

    By Peter Gulia,
    • 4 replies
    • 8.1k views

  39. Amend to allow in-service for age 45 + 10 YOP

    By AmyETPA,
    • 3 replies
    • 1.2k views

  40. Trustee Documents on Cycle 3 restatements

    By mattmc82,
    • 2 replies
    • 1.6k views

  41. PPA Restatement for Individually Designed Plan

    By bzorc,
    • 2 replies
    • 1.6k views

  42. Is there a vendor with a Hacienda-preapproved document to tax-qualify for Puerto Rico?

    By Peter Gulia,
    • 7 replies
    • 2.3k views

  43. Backdating Plan Amendments

    By Ananda,
    • 10 replies
    • 3.8k views

  44. Amending Safe Harbor before Plan Year

    By Kat B,
    • 1 reply
    • 1k views

  45. Amending to exclude union, nonresident, leased - any issue

    By TPApril,
    • 3 replies
    • 1.1k views

  46. IRS 6 year cycle history...

    By Basically,
    • 2 replies
    • 1.2k views

  47. Does your client’s plan still require a minimum distribution after age 70½ (not 72)?

    By Peter Gulia,   
    • 7 replies
    • 2k views

  48. 'interim PPA amendments' and post-PPA restatement (not just a Datair question)

    By AlbanyConsultant,
    • 0 replies
    • 840 views

  49. Cycle 3 deadline.... Date Confused

    By Basically,
    • 2 replies
    • 1.8k views

  50. Changing eligibility requirements in regard to IRC 411(d)(6)

    By TMcfall,
    • 3 replies
    • 1.4k views
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