Plan Document Amendments

777 topics in this forum

1. EGTRRA prototypes

   By Oh so SIMPLE, April 3, 2008
   • 1 reply
   • 1.5k views
   • 
   • Peanut Butter Man
   • April 3, 2008

2. Missed Cycle B Deadline--Now What?

   By Guest ScarletKnight, March 28, 2008
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 28, 2008

3. New IDP

   By Guest Grumpy456, March 3, 2008
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • March 6, 2008

4. Gateway Amendment

   By John Feldt ERPA CPC QPA, February 8, 2008
   • 2 replies
   • 2.5k views
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   • John Feldt ERPA CPC QPA
   • February 20, 2008

5. controlled group/affiliated service group

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

6. Are you adopting the 415 amendment by 12/31/2008

   By jkharvey, December 21, 2007
   • 3 replies
   • 2.9k views
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   • John Feldt ERPA CPC QPA
   • January 28, 2008

7. Missed cycle A deadline - now what?

   By Guest skresq, October 4, 2007
   • 8 replies
   • 3k views
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   • Blinky the 3-eyed Fish
   • January 14, 2008

8. EGTRRA Restatement Issues

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

9. Mandatory Distribution Amendment

   By J Simmons, January 3, 2008
   • 3 replies
   • 2.2k views
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   • John Feldt ERPA CPC QPA
   • January 4, 2008

10. IDP Amendments due 1/9/08

    By HarleyBabe, November 27, 2007
    • 0 replies
    • 1.2k views
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    • HarleyBabe
    • November 27, 2007

11. Determination Letter Applications

    By Guest jg62098, November 12, 2007
    • 2 replies
    • 2.2k views
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    • Guest
    • November 13, 2007

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

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

13. IDP merged with Pre-approved plan - still an IDP?

    By Guest awnodn, November 7, 2007
    • 3 replies
    • 1.2k views
    • 
    • JanetM
    • November 9, 2007

14. determination letter, or lack there of

    By abanky, October 16, 2007
    • 1 reply
    • 1.9k views
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    • Guest
    • October 16, 2007

15. Plan Document Amendments

    By Guest Karenm, October 12, 2007
    • 0 replies
    • 1.4k views
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    • Guest
    • October 12, 2007

16. Sample 415 Amendment?

    By Guest rulesrulesrules, October 9, 2007
    • 1 reply
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2007

17. Are we restating too quickly

    By Santo Gold, September 28, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • October 5, 2007

18. Plan doc to amend to exclude bonuses from def. of comp.

    By Lori H, September 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Sully
    • September 25, 2007

19. Still VS?

    By Guest dbvail, August 29, 2007
    • 7 replies
    • 2.4k views
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    • Guest
    • September 4, 2007

20. May multiple-employer plan go volume submitter

    By Trekker, July 18, 2007
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • August 21, 2007

21. Increasing Involuntary Distribution Threshold

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

22. Re-adopt "Good-Faith" Interim Amendments

    By Rob P, July 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • Rob P
    • July 12, 2007

23. how "material" for an SMM?

    By AlbanyConsultant, June 22, 2007
    • 7 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2007

24. Determination Application - Letter 1014

    By Guest ljsc, March 26, 2007
    • 8 replies
    • 2.7k views
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    • Guest
    • June 21, 2007

25. Did not sign 8905

    By jkharvey, June 20, 2007
    • 0 replies
    • 1.3k views
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    • jkharvey
    • June 20, 2007

26. Missed Cycle A deadline

    By Guest Livia, June 4, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 18, 2007

27. Listing of all required amendments?

    By Guest HiKidsImASrPensionAdmin, November 4, 2006
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • May 27, 2007

28. Prototype Filings

    By Guest Tad77, May 17, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • May 17, 2007

29. New plan, Cycle A, to be signed March 2007

    By Trekker, December 15, 2006
    • 4 replies
    • 2.2k views
    • 
    • Trekker
    • March 23, 2007

30. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

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

31. 8905 Forms by 1/31/2007

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

32. Cross Test LRM 94

    By Jean, December 18, 2006
    • 1 reply
    • 2k views
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    • Belgarath
    • December 18, 2006

33. Cash Balance Restatement - Cycle A

    By Richard Anderson, December 5, 2006
    • 0 replies
    • 2.8k views
    • 
    • Richard Anderson
    • December 5, 2006

34. Amendment Deadlines

    By Guest Mardi Gras, November 29, 2006
    • 0 replies
    • 2k views
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    • Guest
    • November 29, 2006

35. Deleted

    By Guest WantsToLearn, November 16, 2006
    • 0 replies
    • 1.8k views
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    • Guest
    • November 16, 2006

36. Who signs plan amendments - trustees or plan sponsor?

    By Santo Gold, November 16, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 16, 2006

37. 5- or 6-Year Cycle?

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

38. Form 8905

    By Guest Phil Schwartz, September 19, 2006
    • 1 reply
    • 2.4k views
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    • Guest
    • September 19, 2006

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

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

40. Termination in '06--Complete Restatement Required?

    By Guest Gompers, August 1, 2006
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • August 10, 2006

41. Switch from individually designed to vol submitter

    By Trekker, August 8, 2006
    • 1 reply
    • 2k views
    • 
    • Bob R
    • August 10, 2006

42. Did Not Restate Plan for Gust

    By Below Ground, July 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Below Ground
    • July 28, 2006

43. Determination letter filing deadline

    By Belgarath, July 19, 2006
    • 2 replies
    • 1.9k views
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    • Belgarath
    • July 26, 2006

44. Volume submitter

    By Guest bergs, July 1, 2006
    • 1 reply
    • 2.4k views
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    • Bob R
    • July 22, 2006

45. Plan amendments signed and submitted late to IRS

    By k man, August 31, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 1, 2006

46. GUST restatement timeline

    By Guest DSquared, March 22, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2006

47. IRS asking for plan doc info from inception of plan?

    By chris, March 2, 2006
    • 2 replies
    • 2.1k views
    • 
    • namealreadyinuse
    • March 2, 2006

48. Automatic Rollover Amendment and 2005-95

    By PMC, January 20, 2006
    • 4 replies
    • 3k views
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    • E as in ERISA
    • February 27, 2006

49. 1986 Money Purchase Pension Plans

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

50. vcp for non amenders

    By k man, January 17, 2006
    • 2 replies
    • 2.4k views
    • 
    • namealreadyinuse
    • January 18, 2006