Plan Document Amendments

785 topics in this forum

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

   By Guest Emiman, October 18, 2002
   • 4 replies
   • 1.7k views
   • 
   • Jean
   • November 7, 2002

2. 403(b) and EGTRRA

   By Guest Donaldson, November 5, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • November 5, 2002

3. GUST Certification

   By perkinsran, November 4, 2002
   • 0 replies
   • 1.6k views
   • 
   • perkinsran
   • November 4, 2002

4. Date of Revised Form 5307

   By mming, October 29, 2002
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • October 31, 2002

5. New sponsor for old plan

   By Guest Dee Kratz, October 28, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 28, 2002

6. GUST Remedial Amendment Period Without RP 2000-20 Certification

   By Guest merlin, October 24, 2002
   • 2 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • October 24, 2002

7. Gust and EGTRRA Restatement

   By Guest ssbtrust, October 24, 2002
   • 0 replies
   • 1.6k views
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   • Guest
   • October 24, 2002

8. GUST restatement date

   By Guest Big Show, October 9, 2002
   • 7 replies
   • 3.9k views
   • 
   • maverick
   • October 21, 2002

9. 5307 question

   By Richard Anderson, October 8, 2002
   • 5 replies
   • 2.2k views
   • 
   • Blinky the 3-eyed Fish
   • October 17, 2002

10. GUST and EGTRRA Amendments

    By Guest Tara Curran, October 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2002

11. multiple employer plan filing

    By MJ Hartman, October 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • October 16, 2002

12. top heavy question

    By Guest Julie Woulfe, October 15, 2002
    • 2 replies
    • 1.5k views
    • 
    • kocak
    • October 15, 2002

13. Required Demo's for 5307

    By MBCarey, October 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 14, 2002

14. GUST restatement for prototype doc

    By Guest mpark, October 14, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 14, 2002

15. GUST deadline for prototype plans

    By k man, August 23, 2002
    • 16 replies
    • 3.8k views
    • 
    • Gilmore
    • October 12, 2002

16. Exemption of User Fees

    By MBCarey, October 8, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 10, 2002

17. Plan restatements --

    By Jean, September 30, 2002
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • October 1, 2002

18. Restating to Reflect Operation

    By KJohnson, September 27, 2002
    • 0 replies
    • 1.3k views
    • 
    • KJohnson
    • September 27, 2002

19. EGTRRA aendment, restate for GUST, new EGTRRA amendment?

    By Guest JPAdmin, February 12, 2002
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • September 24, 2002

20. GUST certification

    By Guest dudehead, March 7, 2002
    • 19 replies
    • 4.3k views
    • 
    • Mike Preston
    • September 23, 2002

21. Deductibility issue

    By kmciver, September 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 22, 2002

22. Obra '93

    By Guest ooota, September 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 18, 2002

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

    By Guest Rudy, September 17, 2002
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 18, 2002

24. Plan Mergers and Restatements - a question of timing

    By Guest LKHartnett, September 13, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 13, 2002

25. Restatement of Merged MP Plan

    By Guest Chris Compton, September 10, 2002
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • September 13, 2002

26. Timing of catch up amendment

    By Guest Lex, September 1, 2002
    • 1 reply
    • 1.5k views
    • 
    • kocak
    • September 4, 2002

27. Effect of statute of lim's on failure to amend and restate??

    By chris, August 30, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • September 1, 2002

28. Allocation of MP/PS combination plan assets to new GUST paired plan

    By Guest dgoldie, August 29, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2002

29. Cash Balance GUST Question

    By Guest CRC02, August 23, 2002
    • 4 replies
    • 2.1k views
    • 
    • Mike Preston
    • August 26, 2002

30. Restatement Procedures

    By Guest knightkj, August 22, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2002

31. Copy of Prior Determination Letter--Where to Find?

    By lkpittman, July 25, 2002
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 21, 2002

32. EGTRRA Lookback Rules For Multiple Distributions

    By Guest merlin, August 6, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • August 8, 2002

33. Mergers of MP and PS Plans...

    By Guest RONNIE WASEL, August 7, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • August 7, 2002

34. Determination Letters...

    By Guest RONNIE WASEL, July 31, 2002
    • 3 replies
    • 1.8k views
    • 
    • jaemmons
    • August 5, 2002

35. Rev Rul 2002-27

    By Guest RS Vatalaro, August 5, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • August 5, 2002

36. Multiple determination letters

    By BFree, August 3, 2002
    • 0 replies
    • 1.4k views
    • 
    • BFree
    • August 3, 2002

37. Safe Harbor 401(k) Document

    By Guest amm19, July 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 2002

38. EGTRRA Amendment Date for Frozen DB

    By Guest CRC02, July 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • July 30, 2002

39. Forms to File for IRS Submission

    By Guest Sprout, July 26, 2002
    • 2 replies
    • 1.8k views
    • 
    • jaemmons
    • July 29, 2002

40. Determination Letter Requests

    By Guest Dave Burns, July 1, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 26, 2002

41. GUST Deadline Missed (tricky, time is short) -- Solutions?

    By Guest Plan the Man, July 17, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 18, 2002

42. timing of gust re: 2002 limits = ?!

    By Guest David M. Lipkin, July 16, 2002
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 17, 2002

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

    By lkpittman, June 26, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • July 17, 2002

44. Determination Letter Needed or Word For word adoption?

    By PMC, July 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • July 17, 2002

45. Retroactive Application of EGTRRA Comp Limit

    By Guest merlin, July 11, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • July 11, 2002

46. New Process for preparing a Determination Letter Request

    By Guest Sonia Kapoor, July 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • July 11, 2002

47. Catch-ups

    By Guest kdm, July 3, 2002
    • 6 replies
    • 4k views
    • 
    • Belgarath
    • July 8, 2002

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

    By Guest ksuhre, July 2, 2002
    • 1 reply
    • 1.6k views
    • 
    • davef
    • July 2, 2002

49. Restatement effective date

    By Guest Pat Metallic, June 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2002

50. Handling of 1999 restated plan

    By Guest amm19, June 20, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 20, 2002