Plan Document Amendments

777 topics in this forum

1. Resolution vs. Amendment

   By Guest nmyers, June 24, 2010
   • 12 replies
   • 9.1k views
   • 
   • K2retire
   • October 8, 2010

2. Elimination of In-service Withdrawals

   By Guest lforesz, April 3, 2002
   • 7 replies
   • 7.5k views
   • 
   • Guest
   • May 6, 2002

3. 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

4. IRC 401(a)(31)(B) Automatic Rollover Amendment

   By YankeeFan, October 28, 2009
   • 3 replies
   • 6.5k views
   • 
   • Guest
   • October 28, 2009

5. excluding temporary service for employees subsequently hired

   By M Norton, November 7, 2013   

   • temporary employees
   • staffing agency
   • (and 1 more)

     Tagged with:

     • temporary employees
     • staffing agency
     • temporry workers
   • 2 replies
   • 6.2k views
   • 
   • KJohnson
   • November 7, 2013

6. Restatements still not done

   By Rai401k, October 27, 2009
   • 29 replies
   • 6.1k views
   • 
   • Rai401k
   • April 23, 2010

7. Final 401(k)/(m) amendments

   By MarZDoates, August 4, 2006
   • 7 replies
   • 6k views
   • 
   • jpod
   • September 8, 2006

8. FYI - EGTRRA and California State Taxes

   By Christine Roberts, January 9, 2002
   • 20 replies
   • 6k views
   • 
   • Harwood
   • January 28, 2002

9. Protected Benefits

   By Spodie, February 12, 2010
   • 6 replies
   • 5.9k views
   • 
   • Kevin C
   • February 15, 2010

10. 5307 - phone number for IRS in Covington

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

11. Amendment with No Resolution

    By Dougsbpc, July 19, 2012
    • 6 replies
    • 5.8k views
    • 
    • mbozek
    • July 23, 2012

12. Distinction between "opinion letter" and "determination letter"

    By Guest Fishchick, January 29, 2004
    • 2 replies
    • 5.7k views
    • 
    • Kirk Maldonado
    • January 30, 2004

13. Document Approval List

    By Dougsbpc, January 13, 2006
    • 0 replies
    • 5.5k views
    • 
    • Dougsbpc
    • January 13, 2006

14. controlled group/affiliated service group

    By Guest mcw, August 12, 2003
    • 7 replies
    • 4.9k views
    • 
    • Guest
    • January 30, 2008

15. Does the plan document say anything about a participant's power of attorney?

    By Peter Gulia, February 1, 2017   

    • plan document; procedures; power of attorney
    • 15 replies
    • 4.9k views
    • 
    • K2retire
    • February 3, 2017

16. Merging and Restating Plans

    By Guest merlin, October 25, 2001
    • 6 replies
    • 4.9k views
    • 
    • Guest
    • November 15, 2001

17. GUST Determination Letter Deadline - Individually Designed Plans

    By Christine Roberts, November 7, 2001
    • 16 replies
    • 4.7k views
    • 
    • jstorch
    • November 15, 2001

18. Signature on Board Resolution instead of Plan Adoption Agreement

    By Jerry Erisa, March 26, 2015
    • 8 replies
    • 4.5k views
    • 
    • Bird
    • April 6, 2015

19. To submit or not to submit

    By Guest Judy S, May 8, 2003
    • 17 replies
    • 4.4k views
    • 
    • Lynn Campbell
    • November 3, 2003

20. Missed Restatement Penalty

    By JAY21, February 25, 2004
    • 9 replies
    • 4.3k views
    • 
    • g8r
    • March 3, 2004

21. Where is a recordkeeper “located”?

    By Peter Gulia, August 29
    • 6 replies
    • 4.3k views
    • 
    • Peter Gulia
    • September 4

22. Would a Retroactive Amendment be Permitted?

    By mal, February 11, 2013
    • 1 reply
    • 4.3k views
    • 
    • Mike Preston
    • February 12, 2013

23. possiblity of extension

    By k man, August 12, 2003
    • 19 replies
    • 4.2k views
    • 
    • WDIK
    • October 27, 2003

24. CAF Number

    By Rai401k, September 16, 2009
    • 3 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 6, 2009

25. PPA Restatement for Sungard Volume Submitter Docs

    By Susan S., October 4, 2011
    • 6 replies
    • 4k views
    • 
    • Peanut Butter Man
    • October 20, 2011

26. GUST Remedial Amendment Period Extended - what about EGTRRA good faith

    By John A, November 19, 2002
    • 11 replies
    • 4k views
    • 
    • KJohnson
    • November 21, 2002

27. Safe Harbor Plan 401(k) Plan - Amend to Change Sponsor Address

    By MarZDoates, May 27, 2014
    • 8 replies
    • 4k views
    • 
    • jpod
    • May 29, 2014

28. Increasing Involuntary Distribution Threshold

    By Guest Judy S, July 25, 2007
    • 6 replies
    • 4k views
    • 
    • Guest
    • August 2, 2007

29. Removal of QJSA in restatement

    By Guest Sehrl, December 13, 2001
    • 12 replies
    • 4k views
    • 
    • Guest
    • January 11, 2002

30. Amending and Restating Safe Harbor plan into PPA document

    By TPAnnie, June 30, 2014
    • 3 replies
    • 3.9k views
    • 
    • Kevin C
    • July 1, 2014

31. ethical dilemma

    By K2retire, January 15, 2010
    • 16 replies
    • 3.9k views
    • 
    • K2retire
    • January 19, 2010

32. Can I add an adopting employer after year end?

    By Jakyasar, February 8, 2021
    • 20 replies
    • 3.7k views
    • 
    • DDahl
    • September 1, 2021

33. WRERA / PPA Technical Amendment Deadline

    By Gruegen, November 5, 2009
    • 0 replies
    • 3.7k views
    • 
    • Gruegen
    • November 5, 2009

34. Failure to Furnish SPD

    By Guest Donaldson, October 17, 2003
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • October 17, 2003

35. May multiple-employer plan go volume submitter

    By Trekker, July 18, 2007
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • August 21, 2007

36. Change Non-SH Allocation Formula?

    By Cloudy, July 24, 2017
    • 21 replies
    • 3.6k views
    • 
    • Cloudy
    • July 31, 2017

37. 415 Amendment

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

38. Catch-ups

    By Guest kdm, July 3, 2002
    • 6 replies
    • 3.6k views
    • 
    • Belgarath
    • July 8, 2002

39. retroactive participating agreement effective date

    By Jerry Erisa, May 8, 2015
    • 5 replies
    • 3.6k views
    • 
    • Briandfox
    • June 25, 2015

40. GUST certification

    By Guest dudehead, March 7, 2002
    • 19 replies
    • 3.6k views
    • 
    • Mike Preston
    • September 23, 2002

41. PPA Restatement

    By Randy Watson, December 1, 2010
    • 1 reply
    • 3.5k views
    • 
    • Lou S.
    • December 1, 2010

42. Fee for GUST/EGTRRA Amendment/Restatement

    By chris, November 7, 2001
    • 3 replies
    • 3.5k views
    • 
    • rcline46
    • November 8, 2001

43. Certified Intent to Adopt?

    By stevena, November 29, 2001
    • 13 replies
    • 3.5k views
    • 
    • Guest
    • January 4, 2002

44. EGTRRA Restatement Issues

    By Guest igglesfan, January 4, 2008
    • 3 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 7, 2008

45. Including "leased" ee's who don't meet 414n

    By AlbanyConsultant, November 1, 2007
    • 15 replies
    • 3.4k views
    • 
    • AlbanyConsultant
    • November 12, 2007

46. GUST AND RAP

    By Jilliandiz, November 29, 2005
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • November 30, 2005

47. GUST restatement date

    By Guest Big Show, October 9, 2002
    • 7 replies
    • 3.4k views
    • 
    • maverick
    • October 21, 2002

48. Administration of Terminal Illness Provision of SECURE 2.0

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

49. Vesting with merger of MP and PS plans

    By Alan Simpson, February 26, 2002
    • 16 replies
    • 3.3k views
    • 
    • mbozek
    • May 24, 2002

50. Acknowledgement Letter

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