Plan Document Amendments

781 topics in this forum

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

   By Guest SueJ, April 8, 2003
   • 1 reply
   • 1.6k views
   • 
   • Mike Preston
   • April 8, 2003

2. mp plan converted to ps for restatement

   By betheeg, March 26, 2003
   • 1 reply
   • 2.1k views
   • 
   • Mike Preston
   • March 27, 2003

3. Restatement of a DB Prototype Plan

   By flosfur, March 24, 2003
   • 7 replies
   • 2.2k views
   • 
   • Mike Preston
   • March 27, 2003

4. GUST restatement issue

   By eilano, March 11, 2003
   • 1 reply
   • 1.7k views
   • 
   • Alf
   • March 11, 2003

5. Remedial Amendment issues with EGTRRA and GUST

   By Guest jig, February 26, 2003
   • 2 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • February 26, 2003

6. J&S Annuity Distribution Option

   By chris, February 20, 2003
   • 0 replies
   • 1.4k views
   • 
   • chris
   • February 20, 2003

7. Catch Up Contributions

   By Guest Chris May, February 18, 2003
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • February 18, 2003

8. Numbering Amendments after restatement...

   By Guest RONNIE WASEL, February 17, 2003
   • 3 replies
   • 2.3k views
   • 
   • david rigby
   • February 18, 2003

9. Plan Already Terminated -- Winding Down Assets -- Does it need to be a

   By Guest 91smithie, November 15, 2001
   • 4 replies
   • 3.1k views
   • 
   • KJohnson
   • February 11, 2003

10. Incorporating Prior Amendments into Restated Document

    By Dougsbpc, February 7, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • February 8, 2003

11. Quick reference re changes incorporated in GUST/EGTRRA Amendments

    By chris, February 5, 2003
    • 3 replies
    • 1.6k views
    • 
    • chris
    • February 6, 2003

12. Effective Date of GUST Restatement in regards to ADP/ACP Testing

    By Guest BrianF, February 4, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 5, 2003

13. Can't determine ADP/ACP testing methods for 1997-1999.

    By R. Butler, January 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 5, 2003

14. OBRA '93 - $150k comp limit

    By flosfur, February 2, 2003
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • February 4, 2003

15. Reliance on a prototype's determination letter

    By Guest Chris May, January 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • January 31, 2003

16. EGTRRA and compensation limit

    By eilano, January 25, 2003
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 27, 2003

17. GUST restatement vs. amendment

    By Guest lisbetf, January 23, 2003
    • 4 replies
    • 3k views
    • 
    • Guest
    • January 27, 2003

18. Claims Procedures

    By Guest Donaldson, January 24, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 24, 2003

19. Accudraft - 401a4 question

    By Guest Happy Actuary, January 24, 2003
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2003

20. Locating Old Amendments

    By Guest ANNEBV, January 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • January 17, 2003

21. Catch-up Contributions - Age 50 Requirement

    By Guest nmh, January 15, 2003
    • 2 replies
    • 2k views
    • 
    • kocak
    • January 16, 2003

22. Forfeitures

    By Guest Betsy Oakey, January 8, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 9, 2003

23. EGTRA Required Amendment

    By Guest Chris May, January 8, 2003
    • 4 replies
    • 2.6k views
    • 
    • KJohnson
    • January 9, 2003

24. IRS Requested EGTRRA Amendment for Terminating Plan

    By chris, January 8, 2003
    • 0 replies
    • 1.3k views
    • 
    • chris
    • January 8, 2003

25. IRS issues guidance on Deemed IRAs

    By Appleby, January 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • January 3, 2003

26. Uh-oh...Inherited DB plan contains no Rollover language.

    By mal, December 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • December 27, 2002

27. EGTRRA Limits for 2002

    By mming, December 26, 2002
    • 0 replies
    • 1.5k views
    • 
    • mming
    • December 26, 2002

28. EGTRRA and Multiple Use Test

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

29. Gust Deadline

    By KJohnson, December 12, 2002
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • December 12, 2002

30. Form 8717 Exemption from User Fee??

    By chris, December 5, 2002
    • 2 replies
    • 2k views
    • 
    • davef
    • December 11, 2002

31. Good Faith EGTRRA Deadline--91 days after GUST letter?

    By Guest Sutter, December 10, 2002
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • December 10, 2002

32. Four-Tier Allocation Formula

    By chris, December 9, 2002
    • 0 replies
    • 1.7k views
    • 
    • chris
    • December 9, 2002

33. Automatic Rollovers of Certain Distributions

    By Guest KFLETT, December 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2002

34. Determination letter needed?

    By Guest RONNIE WASEL, December 3, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 3, 2002

35. GUST Restatement Submitted to IRS in Proposed Form

    By Wessex, November 22, 2002
    • 0 replies
    • 1.4k views
    • 
    • Wessex
    • November 22, 2002

36. GUST Remedial Amendment Period Extended - what about EGTRRA good faith

    By John A, November 19, 2002
    • 11 replies
    • 4.3k views
    • 
    • KJohnson
    • November 21, 2002

37. Safe harbor 401k hardship WD

    By Guest Bruce Bonanomi, November 20, 2002
    • 1 reply
    • 2.2k views
    • 
    • kocak
    • November 20, 2002

38. Adoption Of 94GAR Table

    By Guest merlin, October 15, 2002
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • November 19, 2002

39. GUST amendment Time Frames

    By Guest Fuzzy, November 18, 2002
    • 4 replies
    • 1.9k views
    • 
    • KJohnson
    • November 19, 2002

40. Changes required by IRS

    By Guest Kathleen Meagher, November 14, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • November 15, 2002

41. EGTRRA Amendment

    By Guest Sara H, October 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 14, 2002

42. Gust Restatement Deadline

    By Guest rslagle224, November 14, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 14, 2002

43. Change of Vesting Schedule with EGTRRA

    By Guest ERISA Geek, November 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • November 14, 2002

44. GUST Amendments and Terminated Plans

    By davef, November 7, 2002
    • 6 replies
    • 2.3k views
    • 
    • davef
    • November 13, 2002

45. Extension?

    By John A, November 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • November 11, 2002

46. Tax credit for start up plan

    By Guest R. Daestrom, November 8, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 8, 2002

47. GUST deadline and takeovers through 12/31/2002

    By Guest Emiman, October 18, 2002
    • 4 replies
    • 1.6k views
    • 
    • Jean
    • November 7, 2002

48. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 5, 2002

49. GUST Certification

    By perkinsran, November 4, 2002
    • 0 replies
    • 1.4k views
    • 
    • perkinsran
    • November 4, 2002

50. Date of Revised Form 5307

    By mming, October 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 31, 2002