Plan Document Amendments

783 topics in this forum

1. Plan amendments signed and submitted late to IRS

   By k man, August 31, 2005
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • June 1, 2006

2. GUST restatement timeline

   By Guest DSquared, March 22, 2006
   • 0 replies
   • 2k views
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   • Guest
   • March 22, 2006

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

   By chris, March 2, 2006
   • 2 replies
   • 2.2k views
   • 
   • namealreadyinuse
   • March 2, 2006

4. Automatic Rollover Amendment and 2005-95

   By PMC, January 20, 2006
   • 4 replies
   • 3.1k views
   • 
   • E as in ERISA
   • February 27, 2006

5. 1986 Money Purchase Pension Plans

   By Guest Wtotin, February 16, 2006
   • 0 replies
   • 1.9k views
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   • Guest
   • February 16, 2006

6. vcp for non amenders

   By k man, January 17, 2006
   • 2 replies
   • 2.5k views
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   • namealreadyinuse
   • January 18, 2006

7. Document Approval List

   By Dougsbpc, January 13, 2006
   • 0 replies
   • 5.7k views
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   • Dougsbpc
   • January 13, 2006

8. Sample EGTRRA Amendments

   By k man, May 12, 2005
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • December 30, 2005

9. IRS User Fees in 2006

   By Guest Jeff Hartmann, December 20, 2005
   • 1 reply
   • 1.7k views
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   • Guest
   • December 20, 2005

10. GUST AND RAP

    By Jilliandiz, November 29, 2005
    • 3 replies
    • 3.7k views
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    • Guest
    • November 30, 2005

11. Newly Established Custom Plan

    By Guest Mike Spickard, November 17, 2005
    • 0 replies
    • 2k views
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    • Guest
    • November 17, 2005

12. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

    By Guest CMSP, October 11, 2005
    • 0 replies
    • 1.9k views
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    • Guest
    • October 11, 2005

13. New RAP

    By Guest mcw, October 5, 2005
    • 0 replies
    • 2.2k views
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    • Guest
    • October 5, 2005

14. Document Failure - VCP question

    By Guest PensionAdministrator, August 25, 2005
    • 6 replies
    • 2.8k views
    • 
    • WDIK
    • August 26, 2005

15. Military leave prior to USERRA enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1.6k views
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    • waid10
    • June 29, 2005

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

    By Santo Gold, June 24, 2005
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • June 24, 2005

17. Impact of GUST Closing

    By Guest Grumpy455, June 8, 2005
    • 1 reply
    • 1.8k views
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    • g8r
    • June 11, 2005

18. EGTRRA and government plans

    By Guest George Chimento, May 23, 2005
    • 1 reply
    • 2.6k views
    • 
    • WDIK
    • May 23, 2005

19. gatt-i know old news

    By Guest sue1jeff, May 11, 2005
    • 1 reply
    • 2.1k views
    • 
    • mwyatt
    • May 18, 2005

20. EGTRRA letter

    By Guest JBeck, May 2, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 2, 2005

21. 415(c) and Post Severance Compensation

    By Felicia, April 25, 2005
    • 1 reply
    • 2k views
    • 
    • Kirk Maldonado
    • April 26, 2005

22. List of Required Provisions - EGTRRA

    By wmyer, April 25, 2005
    • 2 replies
    • 2.4k views
    • 
    • wmyer
    • April 25, 2005

23. Submit GUST approved plan for determination or wait til staggered remedial amendment period

    By mariemonroe, January 27, 2005
    • 0 replies
    • 1.8k views
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    • mariemonroe
    • January 27, 2005

24. Automatic Rollover Issue

    By chris, January 3, 2005
    • 0 replies
    • 1.8k views
    • 
    • chris
    • January 3, 2005

25. Non-gust amended plans - terminating

    By Guest cgransee, December 28, 2004
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

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

    By Guest DIGMYDOG, December 9, 2004
    • 0 replies
    • 1.6k views
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    • Guest
    • December 9, 2004

27. Forget late GUST, How about late everything

    By mschwechter, November 18, 2004
    • 10 replies
    • 3.3k views
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    • Guest
    • November 20, 2004

28. VCP submission for GUST non-amender

    By Guest Nineteen, November 17, 2004
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • November 17, 2004

29. Date for adopting a GUST document

    By Belgarath, November 3, 2004
    • 2 replies
    • 2.2k views
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    • Belgarath
    • November 10, 2004

30. Amending a restated GUST and EGTRRA document

    By bzorc, November 9, 2004
    • 0 replies
    • 1.6k views
    • 
    • bzorc
    • November 9, 2004

31. Updating for GUST at this late date

    By Basically, October 6, 2004
    • 1 reply
    • 1.7k views
    • 
    • Basically
    • October 6, 2004

32. RMD Final Reg Amendment

    By nancy, January 11, 2004
    • 7 replies
    • 3k views
    • 
    • Guest
    • October 4, 2004

33. Cert of Intent to Adopt and Controlled Group

    By jkharvey, September 13, 2004
    • 1 reply
    • 1.5k views
    • 
    • g8r
    • September 14, 2004

34. What exactly would be submitted to the IRS for EGTRRA?

    By Guest LMalone, August 10, 2004
    • 5 replies
    • 3.2k views
    • 
    • g8r
    • August 18, 2004

35. GUST volume submitter prototype document relying on sponsor's approval letter now being amended to include a non-standard option.

    By Guest Judy S, July 12, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 12, 2004

36. No restated adoption agreement

    By Guest LoloV, June 29, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 29, 2004

37. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1.9k views
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    • jstorch
    • May 10, 2004

38. When will IRS start accepting prototype V/S submissions updated for EGTRRA?

    By Belgarath, April 1, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 1, 2004

39. Prototype adoption agreement not updates yet

    By Guest LoloV, March 23, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 24, 2004

40. 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
    • 1.9k views
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    • mbozek
    • March 16, 2004

41. How to file with VPC (prototype adopter and late restatement)

    By Guest moosegirl, March 6, 2004
    • 0 replies
    • 2.3k views
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    • Guest
    • March 6, 2004

42. Missed Restatement Penalty

    By JAY21, February 25, 2004
    • 9 replies
    • 4.7k views
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    • g8r
    • March 3, 2004

43. QNEC Question

    By Guest Rosebud, February 20, 2004
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 20, 2004

44. Missed the GUST late amender deadline

    By Guest erisa15, February 18, 2004
    • 2 replies
    • 2.1k views
    • 
    • E as in ERISA
    • February 19, 2004

45. "Due Date" of the determination letter application? (5307)

    By Guest RONNIE WASEL, January 30, 2004
    • 4 replies
    • 2.3k views
    • 
    • E as in ERISA
    • January 30, 2004

46. Distinction between "opinion letter" and "determination letter"

    By Guest Fishchick, January 29, 2004
    • 2 replies
    • 6.4k views
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    • Kirk Maldonado
    • January 30, 2004

47. VCP or EPCRS

    By Guest RONNIE WASEL, January 23, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 23, 2004

48. Deadline for Notice for Determination Letter....

    By Guest RONNIE WASEL, January 15, 2004
    • 5 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • January 23, 2004

49. Extension of January 31, 2004 GUST deadline?

    By billfgrady, December 30, 2003
    • 6 replies
    • 2k views
    • 
    • Lynn Campbell
    • January 22, 2004

50. Determination Letter on Prototype Plan

    By Guest Jane S, January 16, 2004
    • 2 replies
    • 2k views
    • 
    • mbozek
    • January 16, 2004