Plan Document Amendments

777 topics in this forum

1. Gust and EGTRRA Restatement

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

2. Retroactive amendment to change eligibility

   By jpdrews, December 16, 2022
   • 2 replies
   • 1.4k views
   • 
   • Peter Gulia
   • December 17, 2022

3. Whether an amendment is needed or not

   By HarleyBabe, January 13, 2011
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • January 14, 2011

4. aggregating plans to determine top heavy post EGTRRA

   By Guest Boilerburm, March 18, 2002
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2002

5. Adopting an amendment

   By Chippy, October 22, 2014
   • 5 replies
   • 1.3k views
   • 
   • QDROphile
   • October 22, 2014

6. Deductibility issue

   By kmciver, September 20, 2002
   • 2 replies
   • 1.3k views
   • 
   • Mike Preston
   • September 22, 2002

7. Form 8905-Cycle C Filer

   By Guest shaul, January 16, 2009
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 16, 2009

8. Does your client’s plan still require a minimum distribution after age 70½ (not 72)?

   By Peter Gulia, November 17, 2021   

   • minimum distribution; required beginning date
   • 7 replies
   • 1.3k views
   • 
   • Peter Gulia
   • November 20, 2021

9. Prototype to IDP

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

10. May a practitioner allow an employer to ignore an employer’s past failure to administer a retirement plan according to the plan’s terms?

    By Peter Gulia, November 25, 2009
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • November 28, 2009

11. Prototype Plan Becomes Individually-Designed

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

12. New Vesting Schedule

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

13. Removal of QJSA

    By Tinman, June 20, 2012
    • 2 replies
    • 1.3k views
    • 
    • Tinman
    • June 20, 2012

14. Adoption of GUST I Volume Submitter--now what?

    By lkpittman, June 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • July 17, 2002

15. Plan Mergers and Restatements - a question of timing

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

16. EGTRRA restatement for frozen plan

    By Guest Grumpy456, September 19, 2011
    • 1 reply
    • 1.3k views
    • 
    • 12AX7
    • October 31, 2011

17. Should This Plan Be Filed?

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

18. EGTRRA amendment

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

19. Advance Notice for Amendment

    By mming, June 18, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 19, 2012

20. 1/31/12 ESOP Restatement

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

21. Amending Plan Allocation on Discretionary Contributions

    By kevind2010, January 31, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 1, 2012

22. Restatement Procedures

    By Guest knightkj, August 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2002

23. Effective date for amending/restating MP to PS

    By Belgarath, October 13, 2014
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • October 14, 2014

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

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

25. Restating 401(k) PS Plan & Adding Accrual Requirements

    By Guest notapensiongeek, July 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • July 10, 2009

26. Form 5307 and VCP

    By retbenser, January 18, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 18, 2011

27. Obra '93

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

28. Implementation of New Hardship Rules

    By jennintenn, October 12, 2018
    • 2 replies
    • 1.3k views
    • 
    • msmith
    • October 12, 2018

29. Effect of Late Discretionary Amendment

    By JJRetirement, May 23, 2017   

    • plan amendment
    • remedial amendment period
    • (and 3 more)

      Tagged with:

      • plan amendment
      • remedial amendment period
      • operational error
      • defined contribution
      • late adoption
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • May 25, 2017

30. Should an individually-designed plan omit getting a determination in this last cycle?

    By Peter Gulia, June 14, 2016   

    • determination letter
    • 13 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 15, 2016

31. Did not sign 8905

    By jkharvey, June 20, 2007
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • June 20, 2007

32. J&S Annuity Distribution Option

    By chris, February 20, 2003
    • 0 replies
    • 1.3k views
    • 
    • chris
    • February 20, 2003

33. Determination letter needed?

    By Guest RONNIE WASEL, December 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 3, 2002

34. EGTRRA Lookback Rules For Multiple Distributions

    By Guest merlin, August 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 8, 2002

35. 5 yr cycles

    By goldtpa, January 21, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • January 22, 2009

36. EGTRRA Limits for 2002

    By mming, December 26, 2002
    • 0 replies
    • 1.3k views
    • 
    • mming
    • December 26, 2002

37. Question about the new RAP

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

38. Rev.Proc.2002-35/newly adopted plan

    By Guest ksuhre, July 2, 2002
    • 1 reply
    • 1.3k views
    • 
    • davef
    • July 2, 2002

39. Isabel extend GUST deadline?

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

40. Missed Cycle B Deadline--Now What?

    By Guest ScarletKnight, March 28, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2008

41. 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

42. Application for Determination - Collectively Bargained Plans

    By Guest t936, May 15, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 15, 2002

43. PPA amendment for frozen one-person PSP

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

44. Does outgoing trustee sign trustee change amendment?

    By TPApril, December 18, 2020
    • 5 replies
    • 1.3k views
    • 
    • TPApril
    • December 23, 2020

45. Determination Letter Needed or Word For word adoption?

    By PMC, July 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • July 17, 2002

46. Merger of ESOP

    By LIBERTYKID, September 16, 2014
    • 0 replies
    • 1.3k views
    • 
    • LIBERTYKID
    • September 16, 2014

47. Defined Benefit Amendments

    By HarleyBabe, December 2, 2010
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • December 3, 2010

48. Extension?

    By John A, November 11, 2002
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • November 11, 2002

49. PPA Good Faith Amendment from 2008

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

50. Church Plan GUST RAP

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