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Plan Document Amendments

777 topics in this forum

  1. forfeiture question - amendment necessary?

    By Gudgergirl,
    • 1 reply
    • 1.4k views

  2. Mistake when restating

    By Rai401k,
    • 1 reply
    • 1.7k views

  3. Late amender

    By R. Butler,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  4. Form 8905-Cycle C Filer

    By Guest shaul,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  5. Determination Letter For EGTRRA Pre-Approved Plan

    By Rai401k,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  6. Evidence of Entitlement to Extension of the GUST Remedial Amendment Period

    By billfgrady,
    • 1 reply
    • 1.8k views

  7. Cost for restatement

    By Guest TrustMe401k,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  8. SH 401k Plan Terminating Jan or Feb 2016 Amend for PPA?

    By CAR,
    • 1 reply
    • 1.1k views
    • Bird
    • Bird

  9. Timing of catch up amendment

    By Guest Lex,
    • 1 reply
    • 1.2k views

  10. confused about the dates

    By Guest DIGMYDOG,
    • 1 reply
    • 3.2k views

  11. Timing of Amendment to Exclude HCE

    By Guest notapensiongeek,
    • 1 reply
    • 1.5k views

  12. What type of document do you use and how easy is it to amend?

    By Rayofsunshine,
    • 1 reply
    • 738 views

  13. Form 8905

    By Guest Phil Schwartz,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  14. Last day to adopt GUST plan (Rev Proc 55)

    By Guest Factster,
    • 1 reply
    • 1.8k views

  15. Determination Letter Requests

    By Guest Dave Burns,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  16. Automatic enrollment amendment

    By Guest JackPoint,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  17. Short Plan Year Amendment

    By Dougsbpc,
    • 1 reply
    • 2.3k views

  18. plan amendment and resolution?

    By Gary,
    • 1 reply
    • 2.2k views

  19. Sample Amendment Language for Terminating Plan

    By chris,
    • 1 reply
    • 2.1k views

  20. Adopting retro corrective amendment for early entrant

    By MarZDoates,
    • 1 reply
    • 1.2k views

  21. Required Demo's for 5307

    By MBCarey,
    • 1 reply
    • 1.1k views

  22. Form 8905

    By retbenser,
    • 1 reply
    • 1.7k views

  23. Correcting a No Plan Situation

    By Guest jvajj,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  24. Late Filed VS Plan

    By Guest jvanheyde,
    • 1 reply
    • 1.6k views

  25. Restating document - Sole Proprietor is deceased

    By Guest taj32z,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  26. EGTRRA Restatement fee

    By Guest 401kadmin_man,
    • 1 reply
    • 2.2k views

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

    By Guest SueJ,
    • 1 reply
    • 1.5k views

  28. Determination Letter Filing - missing interim amendments

    By Dennis Povloski,
    • 1 reply
    • 1.2k views

  29. Form 8905

    By retbenser,
    • 1 reply
    • 1.2k views

  30. New Plan Document for Cycle C

    By emmetttrudy,
    • 1 reply
    • 1k views

  31. Form 5307 and VCP

    By retbenser,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  32. Safe harbor 401k hardship WD

    By Guest Bruce Bonanomi,
    • 1 reply
    • 2k views

  33. Determ Letters

    By Guest Ashley,
    • 1 reply
    • 1.4k views

  34. Does VS plan that lost VS status have to restate by 4/30/2016? 4/30/2017?

    By SavingsRUS,   
    • 1 reply
    • 896 views

  35. 5 yr cycles

    By goldtpa,
    • 1 reply
    • 1.3k views

  36. Retroactive Amendments

    By Guest Mauiorbust,
    • 1 reply
    • 1.4k views

  37. Rev.Proc.2002-35/newly adopted plan

    By Guest ksuhre,
    • 1 reply
    • 1.3k views

  38. Advance Notice for Amendment

    By mming,
    • 1 reply
    • 1.3k views

  39. Relius DB Restatements - Cycle D

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 1.4k views

  40. Changing NRA and adding ERA

    By TBob,
    • 1 reply
    • 1.4k views

  41. Locating Old Amendments

    By Guest ANNEBV,
    • 1 reply
    • 1.9k views

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

    By Christine Roberts,
    • 1 reply
    • 1.5k views

  43. Amendments to Prototypes

    By Guest mkelly,
    • 1 reply
    • 1.6k views

  44. Plan sponsor changed its name last week - amend when?

    By AlbanyConsultant,
    • 1 reply
    • 1.3k views

  45. EGTRRA restatement for frozen plan

    By Guest Grumpy456,
    • 1 reply
    • 1.3k views

  46. EGTRRA Detail

    By Guest Melissa Winslow,
    • 1 reply
    • 1.5k views

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

    By Inquiring Mind,
    • 1 reply
    • 770 views

  48. Form 5300

    By retbenser,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  49. PPA Restatement of Safe Harbor Plan

    By 401kQ's,
    • 1 reply
    • 1.6k views

  50. 403(b) restatements with pre-approved language

    By Belgarath,
    • 1 reply
    • 834 views
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