Plan Document Amendments

778 topics in this forum

1. Adopting an amendment

   By Chippy, October 22, 2014
   • 5 replies
   • 1.4k views
   • 
   • QDROphile
   • October 22, 2014

2. Gust and EGTRRA Restatement

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

3. Eliminating SH Nonelective Contribution mid-year

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

4. Certification to adopt Volume Submitter

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

5. Prototype Plan Becomes Individually-Designed

   By Scott, July 17, 2003
   • 0 replies
   • 1.4k views
   • 
   • Scott
   • July 17, 2003

6. Whether an amendment is needed or not

   By HarleyBabe, January 13, 2011
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • January 14, 2011

7. aggregating plans to determine top heavy post EGTRRA

   By Guest Boilerburm, March 18, 2002
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2002

8. Deductibility issue

   By kmciver, September 20, 2002
   • 2 replies
   • 1.4k views
   • 
   • Mike Preston
   • September 22, 2002

9. Prototype to IDP

   By britoski, February 2, 2010
   • 2 replies
   • 1.4k views
   • 
   • Kevin C
   • February 4, 2010

10. Form 8905-Cycle C Filer

    By Guest shaul, January 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 16, 2009

11. Removal of QJSA

    By Tinman, June 20, 2012
    • 2 replies
    • 1.4k views
    • 
    • Tinman
    • June 20, 2012

12. 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
    • 1.4k views
    • 
    • mbozek
    • November 28, 2009

13. New Vesting Schedule

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

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

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

15. EGTRRA amendment

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

16. EGTRRA restatement for frozen plan

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

17. Form 5307 and VCP

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

18. Advance Notice for Amendment

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

19. 1/31/12 ESOP Restatement

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

20. Plan Mergers and Restatements - a question of timing

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

21. Should This Plan Be Filed?

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

22. Amending Plan Allocation on Discretionary Contributions

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

23. Restatement Procedures

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

24. Effective date for amending/restating MP to PS

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

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

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

26. Obra '93

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

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

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

28. 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

29. Does outgoing trustee sign trustee change amendment?

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

30. Implementation of New Hardship Rules

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

31. 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

32. EGTRRA Limits for 2002

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

33. 5 yr cycles

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

34. 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

35. EGTRRA Lookback Rules For Multiple Distributions

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

36. Did not sign 8905

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

37. J&S Annuity Distribution Option

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

38. Determination letter needed?

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

39. Question about the new RAP

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

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

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

41. Isabel extend GUST deadline?

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

42. PPA amendment for frozen one-person PSP

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

43. Abandoned Prototype Plan

    By ASmithCPA, January 18, 2020
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 23, 2020

44. SMM timing--ridiculous?

    By BG5150, April 29, 2021
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • April 30, 2021

45. Missed Cycle B Deadline--Now What?

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

46. Defined Benefit Amendments

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

47. Merger of ESOP

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

48. Application for Determination - Collectively Bargained Plans

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

49. Determination Letter Needed or Word For word adoption?

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

50. GUST Restatement Submitted to IRS in Proposed Form

    By Wessex, November 22, 2002
    • 0 replies
    • 1.3k views
    • 
    • Wessex
    • November 22, 2002