Plan Document Amendments

778 topics in this forum

1. SPD Distribution

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

2. Modification to a Volume Plan

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

3. Restating Two Plans

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

4. Protected Benefits

   By Lauren0507, December 31, 2019
   • 3 replies
   • 1.5k views
   • 
   • Lauren0507
   • January 2, 2020

5. 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

6. SMM?

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

7. 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

8. Deferral election forms

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

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

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

10. 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

11. Timing of Amendment to Exclude HCE

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

12. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

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

13. Receipt for SPD

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

14. Abandoned Profit Sharing Plan

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

15. Non amender in audit

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

16. Lost signature pages for documents

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

17. Good EGTRRA Conformity Status Site

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

18. Fresh Start Amendment

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

19. Military leave prior to USERRA enactment

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

20. 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

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

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

22. GUST restatement for prototype doc

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

23. Changes to the Determination Letter Program

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

24. 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

25. 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

26. Confused About EGTRRA Restatement & Filing Deadlines

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

27. 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

28. Prototype Filings

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

29. RRA 98 & CRA

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

30. 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

31. Plan Document Amendments

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

32. Determination Letters...

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

33. Forfeitures

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

34. 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

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

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

36. Plan Mergers

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

37. Prototype Amendment provided by Sponsor

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

38. Reliance on Prototype sponsor adopted amendments

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

39. 403(b) and EGTRRA

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

40. VS definition of compensation

    By WCC, September 28, 2021
    • 5 replies
    • 1.5k views
    • 
    • WCC
    • September 29, 2021

41. 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

42. Plan Documents

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

43. Amend vesting

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

44. Amending a restated GUST and EGTRRA document

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

45. Plan Amendment to Exclude Highly Compensated Employees

    By David Olive, August 3, 2021
    • 11 replies
    • 1.5k views
    • 
    • BG5150
    • August 5, 2021

46. Is it over now?

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

47. 1998 Efrfective New Plan "Interim" Plan Document (No DL), re

    By lkpittman, February 28, 2002
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • February 28, 2002

48. EGTRRA restatement--how far back for DL?

    By BG5150, December 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • J Simmons
    • December 16, 2009

49. EGTRRA, NY, and CA

    By Guest Linda Moody, March 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • March 14, 2002

50. Amend Profit Sharing formula & remove accrual requirements

    By Mel_1999, April 26, 2017
    • 4 replies
    • 1.4k views
    • 
    • Mel_1999
    • April 27, 2017