Plan Document Amendments

778 topics in this forum

1. QDRO

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

2. QNEC Provisions

   By Guest Sabadee!, July 8, 2008
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • July 11, 2008

3. QNEC Question

   By Guest Rosebud, February 20, 2004
   • 3 replies
   • 1.8k views
   • 
   • Mike Preston
   • February 20, 2004

4. Qualified Disaster Distributions (QDD's)-- What proof does an employer need?

   By RCK13, April 28, 2021   

   • disaster
   • tpa
   • (and 1 more)

     Tagged with:

     • disaster
     • tpa
     • distribution
   • 2 replies
   • 910 views
   • 
   • RCK13
   • April 30, 2021

5. qualified plan loan offset amendment - timing

   By AlbanyConsultant, April 26, 2021
   • 3 replies
   • 486 views
   • 
   • Gilmore
   • April 27, 2021

6. Question About Remedial Amendment Period

   By Guest khartford, March 2, 2011
   • 1 reply
   • 1.2k views
   • 
   • K2retire
   • March 2, 2011

7. Question about the new RAP

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

8. Question for Datair/Citrix Users

   By Guest perplexedbypensions, December 2, 2008
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 2, 2008

9. Questions regarding restated document provisions

   By Lori H, January 6, 2009
   • 5 replies
   • 2.2k views
   • 
   • Lori H
   • January 7, 2009

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

    By chris, February 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • chris
    • February 6, 2003

11. Re-adopt "Good-Faith" Interim Amendments

    By Rob P, July 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • Rob P
    • July 12, 2007

12. Recd IRS AUdit letter, found mandatory r/o amd was signed late

    By Guest jc1457, April 2, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 2, 2009

13. Receipt for SPD

    By thepensionmaven, January 10, 2020
    • 11 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • January 15, 2020

14. Recommendations/Comments for Plan Document Services

    By Guest mcmiller, October 19, 2015   

    • amendments; tpa;
    • 3 replies
    • 1.3k views
    • 
    • NJ Mike
    • October 20, 2015

15. Redlining requirement for Cycle C submissions

    By Trekker, April 18, 2008
    • 2 replies
    • 2.3k views
    • 
    • Trekker
    • April 25, 2008

16. Reliance on a prototype's determination letter

    By Guest Chris May, January 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 31, 2003

17. Reliance on Prototype sponsor adopted amendments

    By Guest CAG1, October 28, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 28, 2010

18. Relius DB Restatements - Cycle D

    By Blinky the 3-eyed Fish, January 13, 2010
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2010

19. Relius Documents - Non-Standard Vesting

    By austin3515, February 20, 2013
    • 7 replies
    • 2.3k views
    • 
    • GMK
    • February 21, 2013

20. Relius/Sungard QNEC/QMAC Forfeiture Amendment

    By nancy, November 21, 2022
    • 0 replies
    • 793 views
    • 
    • nancy
    • November 21, 2022

21. Remedial Amendment issues with EGTRRA and GUST

    By Guest jig, February 26, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

22. Removal of QJSA

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

23. Removal of QJSA in restatement

    By Guest Sehrl, December 13, 2001
    • 12 replies
    • 4k views
    • 
    • Guest
    • January 11, 2002

24. Removing a Trustee

    By K-t-F, July 11, 2022
    • 6 replies
    • 1.9k views
    • 
    • Peter Gulia
    • July 12, 2022

25. Request for Basic Plan Doc & AA

    By Guest dbj628, September 30, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • October 1, 2012

26. Required Amendments for individually drafted plan

    By Belgarath, April 30, 2021
    • 0 replies
    • 484 views
    • 
    • Belgarath
    • April 30, 2021

27. Required Demo's for 5307

    By MBCarey, October 14, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 14, 2002

28. Resolution vs. Amendment

    By Guest nmyers, June 24, 2010
    • 12 replies
    • 9.2k views
    • 
    • K2retire
    • October 8, 2010

29. restated plan with safe harbor match and ADP/ACP language

    By Guest cbclark, March 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 13, 2011

30. Restatement Date for Terminated Plans

    By Belgarath, February 5, 2021
    • 0 replies
    • 641 views
    • 
    • Belgarath
    • February 5, 2021

31. restatement deadline

    By K2retire, December 10, 2009
    • 2 replies
    • 1.9k views
    • 
    • Peanut Butter Man
    • December 14, 2009

32. Restatement deadline when employer sponsors both a prototype DB and DC

    By Guest Rudy, September 17, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 18, 2002

33. Restatement effective date

    By Guest Pat Metallic, June 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2002

34. Restatement of a DB Prototype Plan

    By flosfur, March 24, 2003
    • 7 replies
    • 2k views
    • 
    • Mike Preston
    • March 27, 2003

35. Restatement of Merged MP Plan

    By Guest Chris Compton, September 10, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 13, 2002

36. Restatement Procedures

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

37. restatement to change plan year end

    By M Norton, August 23, 2017   

    • restatement
    • 52/53 week
    • (and 1 more)

      Tagged with:

      • restatement
      • 52/53 week
      • change plan dates
    • 4 replies
    • 881 views
    • 
    • CuseFan
    • August 24, 2017

38. restatement: IDP to prototype

    By Scuba 401, December 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • December 28, 2009

39. Restatements

    By Belgarath, September 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Peanut Butter Man
    • September 18, 2008

40. Restatements still not done

    By Rai401k, October 27, 2009
    • 29 replies
    • 6.2k views
    • 
    • Rai401k
    • April 23, 2010

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

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

42. Restating a Safe Harbor Plan document

    By cpc0506, June 2, 2011
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • June 6, 2011

43. Restating document - Sole Proprietor is deceased

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

44. Restating to Reflect Operation

    By KJohnson, September 27, 2002
    • 0 replies
    • 1.1k views
    • 
    • KJohnson
    • September 27, 2002

45. Restating Two Plans

    By BFree, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • February 13, 2002

46. Retro amendment to add last day rule on discretionary match

    By Flyboyjohn, November 16, 2020
    • 3 replies
    • 1k views
    • 
    • BG5150
    • November 17, 2020

47. retro amendment-eligibilty

    By Guest algeis, June 5, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 5, 2012

48. Retroactive Amendment

    By msmith, February 14, 2023
    • 0 replies
    • 787 views
    • 
    • msmith
    • February 14, 2023

49. Retroactive Amendment

    By Dougsbpc, December 6, 2023
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • December 7, 2023

50. Retroactive Amendment after Restatement

    By C. B. Zeller, December 17, 2018
    • 2 replies
    • 1.6k views
    • 
    • Larry Starr
    • December 18, 2018