Plan Document Amendments

777 topics in this forum

1. Match Added Mid-Year - Compensation Question

   By Francisco, February 5, 2019
   • 2 replies
   • 904 views
   • 
   • Patricia Neal Jensen
   • February 6, 2019

2. May a practitioner allow an employer to ignore an employer’s past failure to administer a retirement plan according to the plan’s terms?

   By Peter Gulia, November 25, 2009
   • 6 replies
   • 1.3k views
   • 
   • mbozek
   • November 28, 2009

3. May multiple-employer plan go volume submitter

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

4. Merged plans-Can the surviving plan's GUST & EGTRRA amendment cover both plans; even though they are different types of plans?

   By Guest spanarkle, March 16, 2004
   • 2 replies
   • 1.7k views
   • 
   • mbozek
   • March 16, 2004

5. Merger Amendments - Prototype

   By Guest shaul, April 8, 2011
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • April 8, 2011

6. Merger of ESOP

   By LIBERTYKID, September 16, 2014
   • 0 replies
   • 1.3k views
   • 
   • LIBERTYKID
   • September 16, 2014

7. Mergers of MP and PS Plans...

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

8. Merging 401(k) & MP Plans

   By TPApril, October 22, 2020
   • 2 replies
   • 707 views
   • 
   • CuseFan
   • October 22, 2020

9. Merging and Restating Plans

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

10. Mid year amendments but document not executed

    By KimBoyd1105, December 15, 2015
    • 2 replies
    • 922 views
    • 
    • Doghouse
    • December 15, 2015

11. Mid-Year Amendment to Waiver of Allocation Conditions

    By Spodie, February 10, 2016   

    • Mid-Year Amendment
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • February 10, 2016

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

    By Inquiring Mind, April 30, 2024
    • 1 reply
    • 770 views
    • 
    • Bill Presson
    • April 30, 2024

13. Mid-Year SH Change from Elapsed Time to 1000 Hours

    By LKSmoke, January 31, 2018
    • 4 replies
    • 1k views
    • 
    • Kevin C
    • February 6, 2018

14. Military leave prior to USERRA enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1.5k views
    • 
    • waid10
    • June 29, 2005

15. Minor deviations from master volume submitter

    By Gudgergirl, January 20, 2010
    • 4 replies
    • 2.2k views
    • 
    • Gudgergirl
    • January 22, 2010

16. Minor Modifications - Traditional DB plan

    By pb5350, November 3, 2019   

    • determination letters
    • restatements
    • 0 replies
    • 814 views
    • 
    • pb5350
    • November 3, 2019

17. Missed Cycle A deadline

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

18. Missed cycle A deadline - now what?

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

19. Missed Cycle B Deadline--Now What?

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

20. Missed Restatement Deadline

    By Guest Grumpy456, October 23, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2010

21. Missed Restatement Penalty

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

22. Missed the GUST late amender deadline

    By Guest erisa15, February 18, 2004
    • 2 replies
    • 1.9k views
    • 
    • E as in ERISA
    • February 19, 2004

23. Mistake when restating

    By Rai401k, March 28, 2013
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • March 29, 2013

24. Modification to a Volume Plan

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

25. Money Purchase Plan

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

26. Money Purchase Plan merging into Profit Sharing Plan. Timing question

    By Guest EPS, February 22, 2002
    • 2 replies
    • 2k views
    • 
    • Archimage
    • February 22, 2002

27. Money Purchase restated to a Profit Sharing Plan. Do I need to get a

    By Sully, February 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 24, 2002

28. MP merged to PS - forfeiture allocations different - which governs?

    By Cathy from Chicago, February 27, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 28, 2002

29. mp plan converted to ps for restatement

    By betheeg, March 26, 2003
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • March 27, 2003

30. MP/PS Mergered Retroactively

    By imchipbrown, March 7, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 8, 2002

31. MPPP merged to PSP, but assets not tranferred yet

    By Moe Howard, July 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 30, 2003

32. Multiple determination letters

    By BFree, August 3, 2002
    • 0 replies
    • 1.2k views
    • 
    • BFree
    • August 3, 2002

33. multiple employer plan filing

    By MJ Hartman, October 15, 2002
    • 6 replies
    • 1.9k views
    • 
    • mbozek
    • October 16, 2002

34. Multiple Employer Plan Restatement

    By Guest tbyrd, August 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 28, 2003

35. Multiple Employer Plans

    By John Feldt ERPA CPC QPA, May 11, 2011
    • 5 replies
    • 2.1k views
    • 
    • DMcGovern
    • May 11, 2011

36. Multiple use test elimination and after tax voluntary contributions

    By Guest kjungkin, January 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 10, 2002

37. Multiple Volume Submitters

    By PJ2009, March 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • PJ2009
    • March 6, 2009

38. new clients with insufficient documents

    By Golgi, August 10, 2010
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 10, 2010

39. New Contribution Limits and State Taxes

    By Christine Roberts, December 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • Dave Baker
    • December 18, 2001

40. New Entity/Sponsor

    By pixmax, August 26, 2009
    • 0 replies
    • 1.1k views
    • 
    • pixmax
    • August 26, 2009

41. New IDP

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

42. New Plan Document for Cycle C

    By emmetttrudy, January 12, 2010
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • January 13, 2010

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

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

44. New plans - required amendments to submit for DL

    By Rai401k, February 10, 2010
    • 0 replies
    • 1.4k views
    • 
    • Rai401k
    • February 10, 2010

45. New plans and addon amendments

    By SoCalActuary, December 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 17, 2009

46. New Process for preparing a Determination Letter Request

    By Guest Sonia Kapoor, July 11, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 11, 2002

47. New Profit Sharing Plan to avoid amending SH Plan

    By Rai401k, November 15, 2013
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • November 18, 2013

48. New RAP

    By Guest mcw, October 5, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 5, 2005

49. New Rollover Rules

    By joel, March 6, 2002
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • March 8, 2002

50. New sponsor for old plan

    By Guest Dee Kratz, October 28, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 28, 2002