Plan Document Amendments

778 topics in this forum

1. New sponsor for old plan

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

2. New Vesting Schedule

   By jpod, December 17, 2014
   • 0 replies
   • 1.3k views
   • 
   • jpod
   • December 17, 2014

3. new vesting schedule

   By Guest MNR, January 7, 2002
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • January 8, 2002

4. Newly Established Custom Plan

   By Guest Mike Spickard, November 17, 2005
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • November 17, 2005

5. News from Arkansas on nonconforming state tax code - increased EGTRRA

   By Dave Baker, March 8, 2002
   • 0 replies
   • 2.6k views
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   • Dave Baker
   • March 8, 2002

6. No restated adoption agreement

   By Guest LoloV, June 29, 2004
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • June 29, 2004

7. Non amender in audit

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

8. Non calendar year end limits...

   By Guest RONNIE WASEL, May 20, 2002
   • 2 replies
   • 1.9k views
   • 
   • Belgarath
   • May 20, 2002

9. Non Discretionary Corporate Trustee

   By emmetttrudy, January 3, 2013
   • 3 replies
   • 1.9k views
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   • Peter Gulia
   • January 3, 2013

10. Non-amenders?

    By Guest MEvans, May 3, 2002
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 5, 2002

11. Non-calendar year plan deadline

    By Cathy from Chicago, April 18, 2002
    • 1 reply
    • 1.6k views
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    • Mike Preston
    • April 21, 2002

12. Non-gust amended plans - terminating

    By Guest cgransee, December 28, 2004
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

13. non-specific trustees?

    By AlbanyConsultant, October 14, 2011
    • 2 replies
    • 1k views
    • 
    • AlbanyConsultant
    • October 14, 2011

14. Non-sponsor prototype amendments

    By Guest JWR, August 20, 2010
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 23, 2010

15. Non-spouse Rollovers

    By Guest Sabadee!, May 28, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2008

16. Non-Standardized IDP vs. Prototypes

    By Rayofsunshine, February 20, 2025
    • 4 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 24, 2025

17. Nonamender

    By Spodie, August 16, 2012
    • 2 replies
    • 1.6k views
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    • Spodie
    • August 17, 2012

18. Not "true" ESOP

    By Spodie, August 7, 2014   

    • ESOP
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • ESOP
      • Plan Termination
      • Restatement
    • 2 replies
    • 2k views
    • 
    • Flyboyjohn
    • August 8, 2014

19. Not a late amender - a late filer!

    By SheilaD, August 19, 2009
    • 2 replies
    • 1.2k views
    • 
    • SheilaD
    • August 31, 2009

20. Nothing since 2002

    By Rai401k, April 9, 2013
    • 5 replies
    • 2.4k views
    • 
    • Kevin C
    • April 12, 2013

21. Now what?

    By Guest Boilerburm, February 27, 2002
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2002

22. Numbering Amendments after restatement...

    By Guest RONNIE WASEL, February 17, 2003
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

23. Obra '93

    By Guest ooota, September 18, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • September 18, 2002

24. OBRA '93 - $150k comp limit

    By flosfur, February 2, 2003
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 4, 2003

25. off cycle restatement

    By Guest latwz, April 17, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 17, 2008

26. Official Sources requiring accelerated amendment schedule for a terminating plan

    By Guest PivotTable, August 7, 2010
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • August 9, 2010

27. One more on IDP DBPP

    By Guest Sabadee!, August 28, 2008
    • 0 replies
    • 984 views
    • 
    • Guest
    • August 28, 2008

28. operational failure

    By doombuggy, March 6, 2018
    • 1 reply
    • 990 views
    • 
    • Mike Preston
    • March 6, 2018

29. Opinion Letters?

    By 401_4_ever, April 3, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 16, 2008

30. Paired plans

    By Guest Kevin1, October 19, 2009
    • 4 replies
    • 2k views
    • 
    • masteff
    • October 19, 2009

31. Payment of GUST/EGTRRA expenses from plan assets

    By Guest AndyL, November 14, 2001
    • 4 replies
    • 2.6k views
    • 
    • Belgarath
    • November 28, 2001

32. Pension Plan Freeze

    By John Feldt ERPA CPC QPA, June 13, 2018
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 14, 2018

33. Pension Protection Act

    By LIBERTYKID, August 14, 2007
    • 1 reply
    • 1.9k views
    • 
    • PJ2009
    • August 25, 2009

34. pfea LUMP SUM AMENDMENT

    By LIBERTYKID, November 2, 2009
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2009

35. Physical Address for Form 5307 filing

    By Guest griffith, April 27, 2010
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 28, 2010

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

    By Santo Gold, June 24, 2005
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • June 24, 2005

37. Plan Already Terminated -- Winding Down Assets -- Does it need to be a

    By Guest 91smithie, November 15, 2001
    • 4 replies
    • 2.9k views
    • 
    • KJohnson
    • February 11, 2003

38. Plan amendment

    By retbenser, August 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 11, 2010

39. Plan Amendment

    By Gary, June 25, 2009
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • June 25, 2009

40. Plan Amendment

    By Guest mike0355, March 8, 2012
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • March 9, 2012

41. Plan Amendment - new Trustee

    By HarleyBabe, January 3, 2014
    • 5 replies
    • 2.4k views
    • 
    • BG5150
    • January 6, 2014

42. plan amendment and resolution?

    By Gary, July 23, 2010
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • July 25, 2010

43. Plan Amendment for Definition of Allocation Compensation

    By Guest sritts, January 26, 2011
    • 1 reply
    • 2.6k views
    • 
    • Bird
    • January 26, 2011

44. Plan Amendment to Exclude Highly Compensated Employees

    By David Olive, August 3, 2021
    • 11 replies
    • 1.4k views
    • 
    • BG5150
    • August 5, 2021

45. Plan Amendment to use Forfeitures to fund SH Contributions

    By 401_noob, February 9, 2018
    • 13 replies
    • 2.1k views
    • 
    • austin3515
    • February 13, 2018

46. Plan amendments signed and submitted late to IRS

    By k man, August 31, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 1, 2006

47. Plan Changes with GUST Restatement

    By DP, August 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • DP
    • August 4, 2003

48. Plan doc to amend to exclude bonuses from def. of comp.

    By Lori H, September 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Sully
    • September 25, 2007

49. Plan Document Amendments

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

50. Plan Document deleivery via electonic media

    By Guest rgben1, January 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Theresa Lynn
    • January 13, 2004