Plan Document Amendments

777 topics in this forum

1. amendments correcting certain disqualifying provisions

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

2. Is Form 2848 needed on IRS submissions now?

   By Lynn Campbell, November 20, 2003
   • 3 replies
   • 2k views
   • 
   • mbozek
   • November 24, 2003

3. Individually designed plans

   By Guest Scrappy, November 19, 2003
   • 3 replies
   • 1.6k views
   • 
   • g8r
   • November 24, 2003

4. GUST Extension

   By Guest Donaldson, October 31, 2003
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • October 31, 2003

5. Failure to Furnish SPD

   By Guest Donaldson, October 17, 2003
   • 2 replies
   • 3.7k views
   • 
   • Guest
   • October 17, 2003

6. Good faith EGTRRA Amendment - timing

   By Guest abrandw, October 15, 2003
   • 3 replies
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • October 17, 2003

7. Question about the new RAP

   By Archimage, October 3, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • October 3, 2003

8. GUST extension still available if plan already amended for GUST (with a determination letter)? Need to change ADP/ACP testing for 2002

   By Jeff Kirtner, September 30, 2003
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • October 1, 2003

9. Isabel extend GUST deadline?

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

10. What's remedial amendment period deadline for 403(b) plan?

    By Guest Twitch, September 24, 2003
    • 3 replies
    • 2.1k views
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    • mbozek
    • September 24, 2003

11. confused about the dates

    By Guest DIGMYDOG, September 18, 2003
    • 1 reply
    • 3.2k views
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    • Blinky the 3-eyed Fish
    • September 18, 2003

12. Late amender

    By R. Butler, September 17, 2003
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 18, 2003

13. Certification to adopt Volume Submitter

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

14. Conversion of 0% MPP to PSP

    By Lori Foresz, September 8, 2003
    • 2 replies
    • 1.6k views
    • 
    • Lori Foresz
    • September 9, 2003

15. RRA 98 & CRA

    By Guest mcw, September 4, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 5, 2003

16. Can we retroactively amend during amendment period

    By R. Butler, September 3, 2003
    • 0 replies
    • 1.6k views
    • 
    • R. Butler
    • September 3, 2003

17. Controlled Group

    By Guest mcw, September 3, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2003

18. IRS Submission

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

19. Multiple Employer Plan Restatement

    By Guest tbyrd, August 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 28, 2003

20. Church Plan GUST RAP

    By Guest APierce, August 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 27, 2003

21. Determination Letter

    By Guest cease, August 22, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2003

22. ESOP

    By Guest mcw, August 20, 2003
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • August 22, 2003

23. Should This Plan Be Filed?

    By Scott, August 20, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 20, 2003

24. Slap-on amendments

    By Guest Pensions in Paradise, August 14, 2003
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 5, 2003

25. controlled group/affiliated service group

    By Guest mcw, August 12, 2003
    • 7 replies
    • 4.9k views
    • 
    • Guest
    • January 30, 2008

26. possiblity of extension

    By k man, August 12, 2003
    • 19 replies
    • 4.2k views
    • 
    • WDIK
    • October 27, 2003

27. DC & DB top heavy minimum benefit

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

28. EGTRRA amendment

    By Guest lindamichals, August 4, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2003

29. Plan Changes with GUST Restatement

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

30. 5307 #3(g)

    By chris, August 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • g8r
    • August 5, 2003

31. Submission to IRS

    By Lynn Campbell, July 31, 2003
    • 3 replies
    • 1.8k views
    • 
    • davef
    • August 27, 2003

32. MPPP merged to PSP, but assets not tranferred yet

    By Moe Howard, July 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 30, 2003

33. Determ Letters

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

34. Prototype Plan Becomes Individually-Designed

    By Scott, July 17, 2003
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • July 17, 2003

35. cross-tested volume submitter plans

    By eilano, July 9, 2003
    • 2 replies
    • 2k views
    • 
    • g8r
    • July 10, 2003

36. Effective Date of Top Heavy provisions

    By Guest bgiles, June 29, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

37. Frozen plan to be terminated -- document issues

    By chris, June 17, 2003
    • 10 replies
    • 2k views
    • 
    • billfgrady
    • September 5, 2003

38. Catch-up Contributions - 401k and IRA

    By Guest Suanne, June 17, 2003
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • June 17, 2003

39. Anticutback violation?

    By Guest RONNIE WASEL, June 10, 2003
    • 4 replies
    • 1.8k views
    • 
    • chris
    • July 8, 2003

40. Restating document - Sole Proprietor is deceased

    By Guest taj32z, June 6, 2003
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 6, 2003

41. To submit or not to submit

    By Guest Judy S, May 8, 2003
    • 17 replies
    • 4.4k views
    • 
    • Lynn Campbell
    • November 3, 2003

42. IRS Submissions

    By Guest asire2002, May 7, 2003
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • May 16, 2003

43. EGTRRA Comp Limit

    By Guest CRC02, May 5, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 5, 2003

44. Exemption from User Fee -- Form 8717

    By chris, May 5, 2003
    • 0 replies
    • 1.7k views
    • 
    • chris
    • May 5, 2003

45. Changes to the Determination Letter Program

    By Guest Pensions in Paradise, May 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 13, 2003

46. Amending a terminated plan

    By Blinky the 3-eyed Fish, April 29, 2003
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • May 1, 2003

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

    By Guest SueJ, April 8, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • April 8, 2003

48. mp plan converted to ps for restatement

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

49. Restatement of a DB Prototype Plan

    By flosfur, March 24, 2003
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 27, 2003

50. GUST restatement issue

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