Plan Document Amendments

777 topics in this forum

1. Postmark sufficient for satisfying GUST deadline?

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

2. Non-gust amended plans - terminating

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

3. Catch Up Contributions

   By Guest Chris May, February 18, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • February 18, 2003

4. Which official directive states that the effective date for a GUST restatement must occur on 1/1/02?

   By Guest Enda80, October 15, 2009
   • 1 reply
   • 1.3k views
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   • Kevin C
   • October 16, 2009

5. Datair Plan Documents

   By Guest bill555, August 25, 2009
   • 1 reply
   • 1.8k views
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   • Guest
   • August 26, 2009

6. gatt-i know old news

   By Guest sue1jeff, May 11, 2005
   • 1 reply
   • 1.9k views
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   • mwyatt
   • May 18, 2005

7. Form 5500

   By KevinMc, May 29, 2009
   • 1 reply
   • 1.1k views
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   • WDIK
   • May 29, 2009

8. IRS issues guidance on Deemed IRAs

   By Appleby, January 3, 2003
   • 1 reply
   • 1.2k views
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   • E as in ERISA
   • January 3, 2003

9. PPA Restatement and Nonamender Timing

   By WDIK, March 18, 2016
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • March 18, 2016

10. Impact of GUST Closing

    By Guest Grumpy455, June 8, 2005
    • 1 reply
    • 1.7k views
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    • g8r
    • June 11, 2005

11. Who signs plan amendments - trustees or plan sponsor?

    By Santo Gold, November 16, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 16, 2006

12. Exemption From IRS User Fee on Form 8717

    By mming, February 25, 2012
    • 1 reply
    • 2k views
    • 
    • Draper55
    • April 4, 2012

13. Prototype Amendment provided by Sponsor

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

14. Is It Necessary For Me To Do Anything by February 28, 2002?

    By Guest bldoz, February 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 24, 2002

15. 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

16. Does a plan amendment have to be sent to the IRS

    By Guest Carl C, March 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 3, 2013

17. Money Purchase restated to a Profit Sharing Plan. Do I need to get a

    By Sully, February 24, 2002
    • 1 reply
    • 1.6k views
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    • Guest
    • February 24, 2002

18. Rollovers from IRA to Profit Sharing Plans.

    By stevena, January 9, 2002
    • 1 reply
    • 2.1k views
    • 
    • pmacduff
    • January 9, 2002

19. Isabel extend GUST deadline?

    By Sully, September 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • October 1, 2003

20. Restating Two Plans

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

21. mp plan converted to ps for restatement

    By betheeg, March 26, 2003
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • March 27, 2003

22. 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

23. Form 8717 Fee Exemption - New DB Cash Balance Plan

    By Rob P, November 22, 2013
    • 1 reply
    • 3.3k views
    • 
    • Trekker
    • February 4, 2014

24. amendments correcting certain disqualifying provisions

    By k man, November 26, 2003
    • 1 reply
    • 2.6k views
    • 
    • Mike Preston
    • December 1, 2003

25. VCP submission for GUST non-amender

    By Guest Nineteen, November 17, 2004
    • 1 reply
    • 2k views
    • 
    • WDIK
    • November 17, 2004

26. Post PPA restatements

    By thepensionmaven, May 13, 2021
    • 1 reply
    • 735 views
    • 
    • Peter Gulia
    • May 13, 2021

27. Amending a Safe Harbor Plan

    By KateSmithPA, October 26, 2010
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • October 27, 2010

28. Cross Test LRM 94

    By Jean, December 18, 2006
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • December 18, 2006

29. 401(a) 9 amendment

    By SheilaD, December 8, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 11, 2008

30. EGTRRA prototypes

    By Oh so SIMPLE, April 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • Peanut Butter Man
    • April 3, 2008

31. Schedule C Keogh and LLC income

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

32. EGTRRA, NY, and CA

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

33. Plan restatements --

    By Jean, September 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • October 1, 2002

34. EGTRRA Amendment

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

35. 1/31/12 ESOP Restatement

    By DLavigne, January 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • January 24, 2012

36. Are we restating too quickly

    By Santo Gold, September 28, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • October 5, 2007

37. New plans and addon amendments

    By SoCalActuary, December 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 17, 2009

38. Cert of Intent to Adopt and Controlled Group

    By jkharvey, September 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • September 14, 2004

39. Volume submitter

    By Guest bergs, July 1, 2006
    • 1 reply
    • 2.4k views
    • 
    • Bob R
    • July 22, 2006

40. Plan Amendment for Definition of Allocation Compensation

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

41. What would you do?

    By Belgarath, November 14, 2008
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • November 14, 2008

42. 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

43. Non-calendar year plan deadline

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

44. Use of Separate Trust in Pre-Approved Plan

    By Guest gaham, May 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 8, 2009

45. EGTRRA Amendment Date for Frozen DB

    By Guest CRC02, July 30, 2002
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • July 30, 2002

46. operational failure

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

47. Plan Document deleivery via electonic media

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

48. GUST restatement issue

    By eilano, March 11, 2003
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • March 11, 2003

49. IDP to Prototype

    By Scuba 401, April 9, 2012
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • April 10, 2012

50. Final 415 Regulation Amendment

    By Gruegen, April 8, 2008
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • April 9, 2008