Plan Document Amendments

777 topics in this forum

1. Plan Documents

   By Guest Karenm, May 23, 2008
   • 4 replies
   • 1.5k views
   • 
   • QDROphile
   • May 27, 2008

2. Plan Mergers

   By Guest dms9999, December 29, 2008
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • December 29, 2008

3. Plan Mergers and Restatements - a question of timing

   By Guest LKHartnett, September 13, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • September 13, 2002

4. Plan not amended for final 401(k)

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

5. plan restatement - break in service rules

   By AKconsult, March 27, 2013   

   • must I keep these in plan?
   • 0 replies
   • 1.3k views
   • 
   • AKconsult
   • March 27, 2013

6. Plan restatement and 411(d)(6)

   By Lori H, June 25, 2009
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • June 26, 2009

7. Plan restatements --

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

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

   By AlbanyConsultant, December 29, 2014
   • 1 reply
   • 1.3k views
   • 
   • jpod
   • December 29, 2014

9. Plan Sponsor closed, Freeze Plan?

   By K-t-F, January 14, 2016
   • 3 replies
   • 1.3k views
   • 
   • K-t-F
   • January 14, 2016

10. Plan termination in 2002

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

11. possiblity of extension

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

12. Post PPA restatements

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

13. Post-EGTRRA: Once and for all...can someone please set me straight?

    By Guest DIGMYDOG, December 9, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2004

14. Postmark sufficient for satisfying GUST deadline?

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

15. PPA 06 amendment for terminating plans

    By DMcGovern, October 22, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • January 8, 2009

16. PPA amendment for frozen one-person PSP

    By Guest Penelope, December 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • December 10, 2009

17. PPA Amendments

    By Guest bobolink, September 15, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 15, 2010

18. PPA document software

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

19. PPA Extension

    By Guest Benefitsrock, December 1, 2009
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2009

20. PPA Good Faith Amendment from 2008

    By HarleyBabe, November 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • November 4, 2011

21. PPA opinion letters for DC prototype/volume submitter out yet?

    By Guest TaxedToDeath, April 10, 2014
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • April 11, 2014

22. PPA Restatement

    By DTH, January 13, 2016
    • 0 replies
    • 1k views
    • 
    • DTH
    • January 13, 2016

23. PPA Restatement

    By Randy Watson, December 1, 2010
    • 1 reply
    • 3.6k views
    • 
    • Lou S.
    • December 1, 2010

24. PPA Restatement and Nonamender Timing

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

25. PPA Restatement for FT William Document

    By jkharvey, May 14, 2018
    • 9 replies
    • 1.8k views
    • 
    • NJ Mike
    • May 14, 2018

26. PPA Restatement for Individually Designed Plan

    By bzorc, March 7, 2022
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • March 7, 2022

27. PPA Restatement for Sungard Volume Submitter Docs

    By Susan S., October 4, 2011
    • 6 replies
    • 4.1k views
    • 
    • Peanut Butter Man
    • October 20, 2011

28. PPA Restatement Of All Retirement Plans-Signatures

    By jala, November 5, 2014
    • 3 replies
    • 1.6k views
    • 
    • jala
    • November 5, 2014

29. PPA Restatement of Safe Harbor Plan

    By 401kQ's, April 24, 2015
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • April 24, 2015

30. Prior Opinion Letter Cannot Be Produced

    By Dougsbpc, November 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • SheilaD
    • November 20, 2008

31. Profit Sharing Plan amendments since GUST?

    By Lori H, December 13, 2010
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 13, 2010

32. Protected Benefit issue

    By DLavigne, May 9, 2008
    • 6 replies
    • 2.7k views
    • 
    • DLavigne
    • May 12, 2008

33. Protected Benefit?

    By kevind2010, August 9, 2013
    • 3 replies
    • 2.8k views
    • 
    • Bird
    • August 12, 2013

34. Protected Benefits

    By Lauren0507, December 31, 2019
    • 3 replies
    • 1.5k views
    • 
    • Lauren0507
    • January 2, 2020

35. Protected Benefits

    By Spodie, February 12, 2010
    • 6 replies
    • 5.9k views
    • 
    • Kevin C
    • February 15, 2010

36. Prototype adoption agreement not updates yet

    By Guest LoloV, March 23, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 24, 2004

37. Prototype Amendment provided by Sponsor

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

38. Prototype DB Plan Document

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

39. Prototype documents and each participant being their own allocation group.

    By 01123, April 7, 2022
    • 2 replies
    • 940 views
    • 
    • CuseFan
    • April 8, 2022

40. Prototype Filings

    By Guest Tad77, May 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 17, 2007

41. Prototype Plan Becomes Individually-Designed

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

42. Prototype to IDP

    By britoski, February 2, 2010
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 4, 2010

43. Prototype to IDP, then back to Prototype?

    By maverick, June 19, 2008
    • 0 replies
    • 1.2k views
    • 
    • maverick
    • June 19, 2008

44. Provider of TRA 86 401k documents?

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

45. PS with NRA 60, but has Pension Assets

    By Belgarath, March 13, 2015
    • 9 replies
    • 1.9k views
    • 
    • My 2 cents
    • March 18, 2015

46. PTO Contribution Amendment

    By Guest Statler, May 10, 2010
    • 0 replies
    • 978 views
    • 
    • Guest
    • May 10, 2010

47. Puerto Rico Plans

    By Nassau, April 11, 2012
    • 0 replies
    • 1k views
    • 
    • Nassau
    • April 11, 2012

48. Puerto Rico Plans

    By Nassau, April 12, 2012
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • April 12, 2012

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

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

50. QDRO

    By Madmac, January 22, 2018
    • 6 replies
    • 1.7k views
    • 
    • Pam Shoup
    • January 24, 2018