Plan Document Amendments

777 topics in this forum

1. Plan Amendment

   By Guest mike0355, March 8, 2012
   • 2 replies
   • 1.3k views
   • 
   • rcline46
   • March 9, 2012

2. Form 8905

   By Below Ground, June 9, 2008
   • 2 replies
   • 1.6k views
   • 
   • Below Ground
   • June 9, 2008

3. Controlled Group Amendment Issues

   By Guest Jeff Underwood, December 3, 2003
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • December 12, 2003

4. Extension?

   By John A, November 11, 2002
   • 2 replies
   • 1.3k views
   • 
   • E as in ERISA
   • November 11, 2002

5. Restating 401(k) PS Plan & Adding Accrual Requirements

   By Guest notapensiongeek, July 9, 2009
   • 2 replies
   • 1.3k views
   • 
   • K2retire
   • July 10, 2009

6. Amendments to frozen plan

   By Guest Penelope, November 1, 2010
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • November 23, 2010

7. aggregating plans to determine top heavy post EGTRRA

   By Guest Boilerburm, March 18, 2002
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2002

8. Is '01 MP contribution required if merges with PS plan?

   By Cathy from Chicago, February 1, 2002
   • 2 replies
   • 1.7k views
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   • Richard Anderson
   • February 1, 2002

9. List of Required Provisions - EGTRRA

   By wmyer, April 25, 2005
   • 2 replies
   • 2.1k views
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   • wmyer
   • April 25, 2005

10. vcp for non amenders

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

11. Prototype adoption agreement not updates yet

    By Guest LoloV, March 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2004

12. Prototype DB Plan Document

    By emmetttrudy, November 21, 2012
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 21, 2012

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

    By 01123, April 7, 2022
    • 2 replies
    • 940 views
    • 
    • CuseFan
    • April 8, 2022

14. Implementation of New Hardship Rules

    By jennintenn, October 12, 2018
    • 2 replies
    • 1.3k views
    • 
    • msmith
    • October 12, 2018

15. GUST-updated prototype deleted a needed provision

    By Guest Robin Vatalaro, February 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2002

16. 5307 - phone number for IRS in Covington

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

17. Sample 415 Amendment?

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

18. EGTRRA and government plans

    By Guest George Chimento, May 23, 2005
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • May 23, 2005

19. True IDP 401(k) documents

    By John Feldt ERPA CPC QPA, October 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • Trekker
    • October 22, 2009

20. Corporate Trustee - who signs what?

    By HarleyBabe, November 26, 2012
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • November 27, 2012

21. Pension Protection Act

    By LIBERTYKID, August 14, 2007
    • 1 reply
    • 1.9k views
    • 
    • PJ2009
    • August 25, 2009

22. Determination Letter

    By Guest cease, August 22, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2003

23. document fees

    By thepensionmaven, August 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • August 11, 2009

24. pfea LUMP SUM AMENDMENT

    By LIBERTYKID, November 2, 2009
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2009

25. Question about the new RAP

    By Archimage, October 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • October 3, 2003

26. Determination Letter Needed or Word For word adoption?

    By PMC, July 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • July 17, 2002

27. Uh-oh...Inherited DB plan contains no Rollover language.

    By mal, December 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 27, 2002

28. Change of Vesting Schedule with EGTRRA

    By Guest ERISA Geek, November 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 14, 2002

29. Money Purchase Plan

    By nancy, July 5, 2022
    • 1 reply
    • 628 views
    • 
    • StephenD
    • July 6, 2022

30. EGTRRA amendment

    By Guest lindamichals, August 4, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2003

31. IRS User Fees in 2006

    By Guest Jeff Hartmann, December 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 20, 2005

32. Would a Retroactive Amendment be Permitted?

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

33. EGTRRA Lookback Rules For Multiple Distributions

    By Guest merlin, August 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 8, 2002

34. Why do termianting plan have to restate?

    By BG5150, April 28, 2010
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2010

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

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

36. Date of Revised Form 5307

    By mming, October 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 31, 2002

37. HEART Act amendments for DC plans

    By Guest AMS_NY, August 16, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 15, 2010

38. Document provider

    By J Simmons, July 8, 2022
    • 1 reply
    • 752 views
    • 
    • Patricia Neal Jensen
    • July 12, 2022

39. Reliance on a prototype's determination letter

    By Guest Chris May, January 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 31, 2003

40. Amending Safe Harbor before Plan Year

    By Kat B, December 17, 2021
    • 1 reply
    • 740 views
    • 
    • Bird
    • December 17, 2021

41. Differential Wage Payments

    By BTG, May 25, 2010
    • 1 reply
    • 2.4k views
    • 
    • BTG
    • June 8, 2010

42. Plan adopted in 1995, but no document updates since then

    By Santo Gold, June 24, 2005
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • June 24, 2005

43. Mergers of MP and PS Plans...

    By Guest RONNIE WASEL, August 7, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 7, 2002

44. EGTRRA letter

    By Guest JBeck, May 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

45. Modification to a Volume Plan

    By Dougsbpc, June 18, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • June 18, 2009

46. Amend eligibility

    By rlb64, November 5, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 5, 2009

47. Certification to adopt Volume Submitter

    By nancy, September 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 17, 2003

48. determination letter, or lack there of

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

49. EGTRRA Restatement

    By YankeeFan, July 21, 2009
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • July 22, 2009

50. Plan document Det Letter submission gone bad

    By Santo Gold, November 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 22, 2011