Plan Document Amendments

777 topics in this forum

1. Extension?

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

2. GUST Restatement Submitted to IRS in Proposed Form

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

3. Did the plan amend for ....

   By doombuggy, June 25, 2009
   • 3 replies
   • 1.3k views
   • 
   • Below Ground
   • June 26, 2009

4. Abandoned Prototype Plan

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

5. IDP to Prototype-Notice Requirements

   By Guest shaul, January 15, 2009
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 15, 2009

6. Plan Sponsor closed, Freeze Plan?

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

7. Change of Vesting Schedule with EGTRRA

   By Guest ERISA Geek, November 14, 2002
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • November 14, 2002

8. GUST Certification

   By perkinsran, November 4, 2002
   • 0 replies
   • 1.3k views
   • 
   • perkinsran
   • November 4, 2002

9. Cert of Intent to Adopt and Controlled Group

   By jkharvey, September 13, 2004
   • 1 reply
   • 1.3k views
   • 
   • g8r
   • September 14, 2004

10. Plan Amendment

    By Guest mike0355, March 8, 2012
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • March 9, 2012

11. Question for Datair/Citrix Users

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

12. Which official directive states that the effective date for a GUST restatement must occur on 1/1/02?

    By Guest Enda80, October 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • October 16, 2009

13. Plan doc to amend to exclude bonuses from def. of comp.

    By Lori H, September 25, 2007
    • 1 reply
    • 1.3k views
    • 
    • Sully
    • September 25, 2007

14. EZ PS plan not restated/amended since 1997

    By TPApril, May 28, 2014
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • October 7, 2014

15. PPA Restatement and Nonamender Timing

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

16. Recommendations/Comments for Plan Document Services

    By Guest mcmiller, October 19, 2015   

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

17. Amending discretionary ps formula

    By MarZDoates, September 11, 2015
    • 5 replies
    • 1.3k views
    • 
    • MarZDoates
    • September 11, 2015

18. Claims Procedures

    By Guest Donaldson, January 24, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 24, 2003

19. 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

20. The Heart Act and Interim Amendments due 12/31

    By HarleyBabe, November 29, 2010
    • 0 replies
    • 1.3k views
    • 
    • HarleyBabe
    • November 29, 2010

21. Catch Up Contributions

    By Guest Chris May, February 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 18, 2003

22. EGTRRA Comp Limit

    By Guest CRC02, May 5, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 5, 2003

23. New Process for preparing a Determination Letter Request

    By Guest Sonia Kapoor, July 11, 2002
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 11, 2002

24. Chaning Prototype Sponsor; Re-Amend for 415, HEART, etc.

    By Guest djw, October 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • October 15, 2011

25. Eligibility Amendment

    By Guest jc_TPA2009, May 27, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 27, 2011

26. Adopting retro corrective amendment for early entrant

    By MarZDoates, May 30, 2014
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • May 30, 2014

27. Terminating before 7/31/22 to avoid restatement

    By TPApril, June 12, 2022
    • 5 replies
    • 1.2k views
    • 
    • G8Rs
    • June 14, 2022

28. Missed Restatement Deadline

    By Guest Grumpy456, October 23, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 23, 2010

29. IRS Requested EGTRRA Amendment for Terminating Plan

    By chris, January 8, 2003
    • 0 replies
    • 1.2k views
    • 
    • chris
    • January 8, 2003

30. IDP merged with Pre-approved plan - still an IDP?

    By Guest awnodn, November 7, 2007
    • 3 replies
    • 1.2k views
    • 
    • JanetM
    • November 9, 2007

31. Timing of catch up amendment

    By Guest Lex, September 1, 2002
    • 1 reply
    • 1.2k views
    • 
    • kocak
    • September 4, 2002

32. Retroactive Amendment

    By Dougsbpc, December 6, 2023
    • 1 reply
    • 1.2k views
    • 
    • CuseFan
    • December 7, 2023

33. Determination Letter Filing - missing interim amendments

    By Dennis Povloski, December 7, 2012
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 7, 2012

34. "prior adopter" under Rev Proc 2007-44

    By t.haley, January 15, 2009
    • 2 replies
    • 1.2k views
    • 
    • t.haley
    • January 15, 2009

35. 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

36. IRS issues guidance on Deemed IRAs

    By Appleby, January 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • January 3, 2003

37. Safe Harbor 401(k) Document

    By Guest amm19, July 30, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 30, 2002

38. IDP Amendments due 1/9/08

    By HarleyBabe, November 27, 2007
    • 0 replies
    • 1.2k views
    • 
    • HarleyBabe
    • November 27, 2007

39. Traditional to Cash Balance Plan conversion

    By retbenser, January 22, 2011
    • 0 replies
    • 1.2k views
    • 
    • retbenser
    • January 22, 2011

40. Prototype to IDP, then back to Prototype?

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

41. Closed S Corp's Simple 401K: EGTRRA Adoption Amendment

    By Guest VS007, April 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 1, 2011

42. Is DL needed with VCP submission?

    By DLavigne, December 3, 2009
    • 2 replies
    • 1.2k views
    • 
    • DLavigne
    • December 4, 2009

43. Determination Letter for Volume Submitter Plan

    By Doghouse, October 25, 2016   

    • volume submitter
    • determination letter
    • (and 1 more)

      Tagged with:

      • volume submitter
      • determination letter
      • amendment
    • 0 replies
    • 1.2k views
    • 
    • Doghouse
    • October 25, 2016

44. Trustees signing PPA Restatement

    By Tinman, March 17, 2016
    • 5 replies
    • 1.2k views
    • 
    • Tinman
    • March 18, 2016

45. When to file for determination letter

    By DMcGovern, March 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • DMcGovern
    • March 1, 2011

46. Not a late amender - a late filer!

    By SheilaD, August 19, 2009
    • 2 replies
    • 1.2k views
    • 
    • SheilaD
    • August 31, 2009

47. Correcting a No Plan Situation

    By Guest jvajj, June 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 23, 2009

48. Form 8905

    By retbenser, January 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • January 17, 2011

49. Pension Plan Freeze

    By John Feldt ERPA CPC QPA, June 13, 2018
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 14, 2018

50. New plans and addon amendments

    By SoCalActuary, December 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 17, 2009