Plan Document Amendments

777 topics in this forum

1. Provider of TRA 86 401k documents?

   By Fully Vested, December 29, 2016
   • 2 replies
   • 1.4k views
   • 
   • Kevin C
   • December 29, 2016

2. Employer reliance on VS opinion letter

   By retbenser, May 3, 2011
   • 2 replies
   • 1.4k views
   • 
   • retbenser
   • May 3, 2011

3. GUST Remedial Amendment Period Without RP 2000-20 Certification

   By Guest merlin, October 24, 2002
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • October 24, 2002

4. Postmark sufficient for satisfying GUST deadline?

   By billfgrady, December 14, 2003
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • December 18, 2003

5. Amend Profit Sharing formula & remove accrual requirements

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

6. Plan not amended for final 401(k)

   By MBCarey, March 24, 2009
   • 4 replies
   • 1.4k views
   • 
   • WDIK
   • April 1, 2009

7. IRS Submission

   By Blinky the 3-eyed Fish, August 29, 2003
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • September 2, 2003

8. Relius DB Restatements - Cycle D

   By Blinky the 3-eyed Fish, January 13, 2010
   • 1 reply
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • January 13, 2010

9. Schedule C Keogh and LLC income

   By Guest kprhok, December 16, 2009
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • December 17, 2009

10. Automatic enrollment amendment

    By Guest JackPoint, May 22, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 25, 2008

11. Plan document Det Letter submission gone bad

    By Santo Gold, November 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 22, 2011

12. HEART Act amendments for DC plans

    By Guest AMS_NY, August 16, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 15, 2010

13. Exemption of User Fees

    By MBCarey, October 8, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 10, 2002

14. VS definition of compensation

    By WCC, September 28, 2021
    • 5 replies
    • 1.4k views
    • 
    • WCC
    • September 29, 2021

15. off cycle restatement

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

16. Sponsor Switches Prototypes - How much grace period?

    By BeanCounterBlues, October 28, 2008
    • 3 replies
    • 1.4k views
    • 
    • Peanut Butter Man
    • October 28, 2008

17. Determ Letters

    By Guest Ashley, July 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 23, 2003

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

    By Belgarath, April 1, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 1, 2004

19. restatement: IDP to prototype

    By Scuba 401, December 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • December 28, 2009

20. Date of Revised Form 5307

    By mming, October 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 31, 2002

21. PPA document software

    By jane murray, January 19, 2016
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • January 20, 2016

22. VS or Prototype

    By R. Butler, October 19, 2011
    • 5 replies
    • 1.4k views
    • 
    • Jim Chad
    • November 11, 2011

23. Amend eligibility

    By rlb64, November 5, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 5, 2009

24. Plan termination in 2002

    By R. Butler, March 18, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • March 19, 2002

25. Amendment to accelerate vesting for one group

    By Spencer, May 27, 2010
    • 2 replies
    • 1.4k views
    • 
    • Spencer
    • May 28, 2010

26. EGTRRA Amendment

    By Guest Sara H, October 18, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 14, 2002

27. Cycle 3 Document is Delayed

    By Renee H, March 9, 2021
    • 10 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 23, 2021

28. trustee and plan sponsor disagree

    By K2retire, March 31, 2010
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • March 31, 2010

29. Retroactive Amendments

    By Guest Mauiorbust, February 8, 2010
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • February 8, 2010

30. Plan Amendment to Exclude Highly Compensated Employees

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

31. Does a Form 5300 review ever ask about operational compliance?

    By Peter Gulia, July 12, 2016   

    • qualification; Form 5300
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 13, 2016

32. Interim Amendments - Corrections

    By Guest ERISAWork, April 13, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • April 13, 2012

33. Cycle 3 deadline.... Date Confused

    By Basically, November 12, 2021
    • 2 replies
    • 1.4k views
    • 
    • Basically
    • November 12, 2021

34. forfeiture question - amendment necessary?

    By Gudgergirl, August 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • August 17, 2010

35. Prototype DB Plan Document

    By emmetttrudy, November 21, 2012
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 21, 2012

36. Final Cycle A - Execution Deadline

    By JustMe, March 5, 2019
    • 2 replies
    • 1.4k views
    • 
    • Luke Bailey
    • March 7, 2019

37. How long does the IRS take for a determination on a Form 5307 application?

    By Peter Gulia, April 4, 2016   

    • determination; Form 5307
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • April 4, 2016

38. Freeze Date for Old Law Benefits

    By dmb, April 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 2, 2002

39. DC & DB top heavy minimum benefit

    By Guest RONNIE WASEL, August 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • August 19, 2003

40. Changing NRA and adding ERA

    By TBob, June 6, 2011
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 6, 2011

41. effective dates

    By Guest MNR, April 29, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 29, 2002

42. Vol Submitter plan finally gets a DL for 2009 restatement;

    By katieinny, August 16, 2011
    • 3 replies
    • 1.4k views
    • 
    • katieinny
    • August 16, 2011

43. Plan Amendment

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

44. Retroactive Application of EGTRRA Comp Limit

    By Guest merlin, July 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • July 11, 2002

45. GUST Deadline Missed (tricky, time is short) -- Solutions?

    By Guest Plan the Man, July 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2002

46. Rev Proc 2000-20, Sec 15, Record Keeping Requirements

    By Jean, May 20, 2002
    • 0 replies
    • 1.4k views
    • 
    • Jean
    • May 20, 2002

47. New plans - required amendments to submit for DL

    By Rai401k, February 10, 2010
    • 0 replies
    • 1.4k views
    • 
    • Rai401k
    • February 10, 2010

48. Eliminating SH Nonelective Contribution mid-year

    By Guest Thomas2006, March 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • March 4, 2009

49. Certification to adopt Volume Submitter

    By nancy, September 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 17, 2003

50. Gust and EGTRRA Restatement

    By Guest ssbtrust, October 24, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 24, 2002