Plan Document Amendments

778 topics in this forum

1. Rev Rul 2002-27

   By Guest RS Vatalaro, August 5, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 5, 2002

2. EGTRRA Detail

   By Guest Melissa Winslow, May 3, 2002
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • May 3, 2002

3. Receipt for SPD

   By thepensionmaven, January 10, 2020
   • 11 replies
   • 1.5k views
   • 
   • Patricia Neal Jensen
   • January 15, 2020

4. VCP or EPCRS

   By Guest RONNIE WASEL, January 23, 2004
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 23, 2004

5. Restating Two Plans

   By BFree, February 13, 2002
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • February 13, 2002

6. SMM?

   By CJS07, December 1, 2010
   • 1 reply
   • 1.5k views
   • 
   • WDIK
   • December 1, 2010

7. SPD Distribution

   By dmwe, February 2, 2010
   • 3 replies
   • 1.5k views
   • 
   • GMK
   • February 3, 2010

8. Modification to a Volume Plan

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

9. Amend Normal Retirement Age From 55 to 62

   By Guest notapensiongeek, June 26, 2009
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • June 26, 2009

10. Deferral election forms

    By Guest Lil Anderson, August 9, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 9, 2010

11. 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

12. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

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

13. Individually Designed Plan - OK to Sign Certification by 2/28/02?

    By Christine Roberts, February 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • February 21, 2002

14. GUST deadline and takeovers through 12/31/2002

    By Guest Emiman, October 18, 2002
    • 4 replies
    • 1.5k views
    • 
    • Jean
    • November 7, 2002

15. Abandoned Profit Sharing Plan

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

16. Timing of Amendment to Exclude HCE

    By Guest notapensiongeek, May 21, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • May 22, 2009

17. Fresh Start Amendment

    By benpat3, December 21, 2009
    • 2 replies
    • 1.5k views
    • 
    • benpat3
    • January 4, 2010

18. Non amender in audit

    By ombskid, August 29, 2011
    • 3 replies
    • 1.5k views
    • 
    • shERPA
    • August 29, 2011

19. Intentional New Plan Disqualification

    By John Feldt ERPA CPC QPA, March 13, 2014   

    • Intentional Disqualification
    • ab initio
    • (and 6 more)

      Tagged with:

      • Intentional Disqualification
      • ab initio
      • from inception
      • void
      • disqualify
      • determination letter
      • unfavorable letter
      • new plan
    • 6 replies
    • 1.5k views
    • 
    • My 2 cents
    • March 14, 2014

20. Military leave prior to USERRA enactment

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

21. Good EGTRRA Conformity Status Site

    By Guest Dook, March 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • MGB
    • March 19, 2002

22. Lost signature pages for documents

    By Guest JPR, August 18, 2012
    • 4 replies
    • 1.5k views
    • 
    • MoJo
    • August 21, 2012

23. Governmental Plans - What type of document are you using & are you filing under Cycle E?

    By Spodie, February 17, 2010
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2010

24. Changes to the Determination Letter Program

    By Guest Pensions in Paradise, May 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 13, 2003

25. Effective date of late amendments (past remedial amendment period)

    By Guest KennyH, December 29, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 30, 2009

26. Confused About EGTRRA Restatement & Filing Deadlines

    By PJ2009, September 9, 2009
    • 2 replies
    • 1.5k views
    • 
    • PJ2009
    • September 9, 2009

27. GUST restatement for prototype doc

    By Guest mpark, October 14, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 14, 2002

28. Q11(e)(3) on Form 5307

    By Guest SueJ, April 8, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • April 8, 2003

29. 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

30. Updating for GUST at this late date

    By K-t-F, October 6, 2004
    • 1 reply
    • 1.5k views
    • 
    • K-t-F
    • October 6, 2004

31. Prototype Filings

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

32. RRA 98 & CRA

    By Guest mcw, September 4, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 5, 2003

33. Reliance on Prototype sponsor adopted amendments

    By Guest CAG1, October 28, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 28, 2010

34. Plan Document Amendments

    By Guest Karenm, October 12, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 12, 2007

35. When should a user of an IRS-preapproved document sign its SECURE 2019 amendment?

    By Peter Gulia, February 26, 2024
    • 10 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 28, 2024

36. Prototype Amendment provided by Sponsor

    By Guest gmann, February 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 25, 2002

37. Determination Letters...

    By Guest RONNIE WASEL, July 31, 2002
    • 3 replies
    • 1.5k views
    • 
    • jaemmons
    • August 5, 2002

38. Forfeitures

    By Guest Betsy Oakey, January 8, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 9, 2003

39. Quick reference re changes incorporated in GUST/EGTRRA Amendments

    By chris, February 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • chris
    • February 6, 2003

40. Post-EGTRRA: Once and for all...can someone please set me straight?

    By Guest DIGMYDOG, December 9, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2004

41. Plan Mergers

    By Guest dms9999, December 29, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 29, 2008

42. DC Prototype Adopts Amendment Taking it Out of Proram

    By rocknrolls2, July 19, 2012
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 19, 2012

43. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 5, 2002

44. Amend Profit Sharing formula & remove accrual requirements

    By Mel_1999, April 26, 2017
    • 4 replies
    • 1.5k views
    • 
    • Mel_1999
    • April 27, 2017

45. Plan Documents

    By Guest Karenm, May 23, 2008
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • May 27, 2008

46. Amend vesting

    By Guest JPIngold, December 17, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 2010

47. Amending a restated GUST and EGTRRA document

    By bzorc, November 9, 2004
    • 0 replies
    • 1.5k views
    • 
    • bzorc
    • November 9, 2004

48. Is it over now?

    By Guest ProblemPlan, March 8, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 10, 2011

49. 1998 Efrfective New Plan "Interim" Plan Document (No DL), re

    By lkpittman, February 28, 2002
    • 0 replies
    • 1.5k views
    • 
    • lkpittman
    • February 28, 2002

50. EGTRRA, NY, and CA

    By Guest Linda Moody, March 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • March 14, 2002