Plan Document Amendments

777 topics in this forum

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

   By AlbanyConsultant, November 18, 2021
   • 0 replies
   • 594 views
   • 
   • AlbanyConsultant
   • November 18, 2021

2. "Due Date" of the determination letter application? (5307)

   By Guest RONNIE WASEL, January 30, 2004
   • 4 replies
   • 2.1k views
   • 
   • E as in ERISA
   • January 30, 2004

3. "prior adopter" under Rev Proc 2007-44

   By t.haley, January 15, 2009
   • 2 replies
   • 1.2k views
   • 
   • t.haley
   • January 15, 2009

4. 0% Money Purchase Plans

   By Sully, August 18, 2011
   • 7 replies
   • 2.5k views
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   • Guest
   • August 19, 2011

5. 1/31/12 ESOP Restatement

   By DLavigne, January 24, 2012
   • 1 reply
   • 1.3k views
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   • jpod
   • January 24, 2012

6. 1000 Hour Accrual Requirement

   By JackS, April 5, 2018   

   • protected benefit
   • 411(d)
   • 6 replies
   • 1.5k views
   • 
   • JackS
   • April 10, 2018

7. 11(g) Amendment

   By Lame Duck, February 27, 2014   

   • Adding non-safe harbor alloca
   • 8 replies
   • 7k views
   • 
   • John Feldt ERPA CPC QPA
   • March 10, 2014

8. 1986 Money Purchase Pension Plans

   By Guest Wtotin, February 16, 2006
   • 0 replies
   • 1.8k views
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   • Guest
   • February 16, 2006

9. 1998 Efrfective New Plan "Interim" Plan Document (No DL), re

   By lkpittman, February 28, 2002
   • 0 replies
   • 1.4k views
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   • lkpittman
   • February 28, 2002

10. 2007 datair amendment signed late

    By Guest jc1457, July 15, 2010
    • 2 replies
    • 1.6k views
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    • Guest
    • July 16, 2010

11. 2007 EGTRRA prototype?

    By Jim Chad, August 15, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 25, 2009

12. 2007 Required Amendments, deadline date?

    By Guest jc1457, February 9, 2009
    • 4 replies
    • 2.3k views
    • 
    • Kevin C
    • March 5, 2009

13. 2008 Interim Amendments

    By Guest Grumpy456, December 17, 2008
    • 6 replies
    • 2.1k views
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    • D Syrett
    • December 21, 2008

14. 2010 or late?

    By Guest Sabadee!, August 25, 2008
    • 4 replies
    • 2k views
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    • Guest
    • August 25, 2008

15. 401(a) 9 amendment

    By SheilaD, December 8, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 11, 2008

16. 401(a)(17) comp limit "old law"

    By Guest meggie, February 21, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • February 21, 2002

17. 401(a)(9) Amendments

    By PJ2009, August 21, 2009
    • 0 replies
    • 1.5k views
    • 
    • PJ2009
    • August 21, 2009

18. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

    By Guest geschaft, March 20, 2007
    • 0 replies
    • 2.5k views
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    • Guest
    • March 20, 2007

19. 403(a) Qualified Annuity Plans

    By Laura Harrington, January 16, 2009
    • 0 replies
    • 1.5k views
    • 
    • Laura Harrington
    • January 16, 2009

20. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 5, 2002

21. 403(b) Plan Document Issue

    By Guest packaging, October 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 2008

22. 403(b) restatements with pre-approved language

    By Belgarath, April 12, 2017
    • 1 reply
    • 829 views
    • 
    • Peter Gulia
    • April 13, 2017

23. 415 Amendment

    By BTG, October 17, 2008
    • 5 replies
    • 3.6k views
    • 
    • Everett Moreland
    • November 20, 2008

24. 415(c) and Post Severance Compensation

    By Felicia, April 25, 2005
    • 1 reply
    • 1.9k views
    • 
    • Kirk Maldonado
    • April 26, 2005

25. 5 or 6 year cycle?

    By Randy Watson, September 12, 2012
    • 2 replies
    • 3k views
    • 
    • KJohnson
    • September 12, 2012

26. 5 yr cycles

    By goldtpa, January 21, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • January 22, 2009

27. 5- or 6-Year Cycle?

    By Guest AEA, October 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • Peanut Butter Man
    • October 27, 2006

28. 5-Year Restatement Cycle

    By John Feldt ERPA CPC QPA, January 7, 2010
    • 0 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 7, 2010

29. 5307 - phone number for IRS in Covington

    By Jim Chad, October 2, 2008
    • 2 replies
    • 5.8k views
    • 
    • Jim Chad
    • October 2, 2008

30. 5307 #3(g)

    By chris, August 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • g8r
    • August 5, 2003

31. 5307 question

    By Richard Anderson, October 8, 2002
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

32. 6-Year Cycle (Volume Submitter)

    By PJ2009, October 13, 2009
    • 4 replies
    • 2.7k views
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    • PJ2009
    • October 19, 2009

33. 8717 - small plan fee waiver

    By Gilmore, March 7, 2009
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2009

34. 8905 Forms by 1/31/2007

    By mwyatt, December 12, 2006
    • 3 replies
    • 2.6k views
    • 
    • David MacLennan
    • December 30, 2006

35. A dumb question

    By bzorc, February 18, 2002
    • 3 replies
    • 1.7k views
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    • Archimage
    • February 18, 2002

36. Abandoned Profit Sharing Plan

    By Barry K, May 29, 2020
    • 2 replies
    • 1.5k views
    • 
    • Lucky32
    • May 30, 2020

37. Abandoned Prototype Plan

    By ASmithCPA, January 18, 2020
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 23, 2020

38. accudraft

    By Guest Happy Actuary, August 25, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 25, 2009

39. Accudraft - 401a4 question

    By Guest Happy Actuary, January 24, 2003
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2003

40. Acknowledgement Letter

    By Rai401k, June 21, 2010
    • 4 replies
    • 3.3k views
    • 
    • Oh so SIMPLE
    • June 22, 2010

41. Actually, of course, the Pension Protection Act comes to mind.

    By Guest Enda80, August 15, 2009
    • 0 replies
    • 877 views
    • 
    • Guest
    • August 15, 2009

42. Adding an arbitration provision?

    By Peter Gulia, September 29, 2019   

    • plan document; preapproved; irs; arbitration
    • 5 replies
    • 1k views
    • 
    • Bob the Swimmer
    • September 30, 2019

43. adding partipating ER to 401k SH plan

    By doombuggy, October 9, 2018   

    • 401k plan amendment
    • control groups
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 11, 2018

44. Administration of Terminal Illness Provision of SECURE 2.0

    By Patty, October 27, 2023
    • 14 replies
    • 3.4k views
    • 
    • Peter Gulia
    • March 18, 2024

45. Adopting an amendment

    By Chippy, October 22, 2014
    • 5 replies
    • 1.3k views
    • 
    • QDROphile
    • October 22, 2014

46. Adopting retro corrective amendment for early entrant

    By MarZDoates, May 30, 2014
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • May 30, 2014

47. Adoption Of 94GAR Table

    By Guest merlin, October 15, 2002
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 2002

48. Adoption of GUST I Volume Submitter--now what?

    By lkpittman, June 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • July 17, 2002

49. Advance Notice for Amendment

    By mming, June 18, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 19, 2012

50. Age-weighted Profit Sharing Plan

    By Guest AFRICA6796, March 14, 2002
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • March 19, 2002