Plan Document Amendments

784 topics in this forum

1. 403(b) and EGTRRA

   By Guest Donaldson, November 5, 2002
   • 0 replies
   • 1.7k views
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   • Guest
   • November 5, 2002

2. GUST Certification

   By perkinsran, November 4, 2002
   • 0 replies
   • 1.5k views
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   • perkinsran
   • November 4, 2002

3. Date of Revised Form 5307

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

4. New sponsor for old plan

   By Guest Dee Kratz, October 28, 2002
   • 0 replies
   • 1.3k views
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   • Guest
   • October 28, 2002

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

   By Guest merlin, October 24, 2002
   • 2 replies
   • 1.6k views
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   • Blinky the 3-eyed Fish
   • October 24, 2002

6. Gust and EGTRRA Restatement

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

7. GUST restatement date

   By Guest Big Show, October 9, 2002
   • 7 replies
   • 3.8k views
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   • maverick
   • October 21, 2002

8. 5307 question

   By Richard Anderson, October 8, 2002
   • 5 replies
   • 2.1k views
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   • Blinky the 3-eyed Fish
   • October 17, 2002

9. GUST and EGTRRA Amendments

   By Guest Tara Curran, October 16, 2002
   • 0 replies
   • 1.3k views
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   • Guest
   • October 16, 2002

10. multiple employer plan filing

    By MJ Hartman, October 15, 2002
    • 6 replies
    • 2.2k views
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    • mbozek
    • October 16, 2002

11. top heavy question

    By Guest Julie Woulfe, October 15, 2002
    • 2 replies
    • 1.4k views
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    • kocak
    • October 15, 2002

12. Required Demo's for 5307

    By MBCarey, October 14, 2002
    • 1 reply
    • 1.3k views
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    • Blinky the 3-eyed Fish
    • October 14, 2002

13. GUST restatement for prototype doc

    By Guest mpark, October 14, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • October 14, 2002

14. GUST deadline for prototype plans

    By k man, August 23, 2002
    • 16 replies
    • 3.6k views
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    • Gilmore
    • October 12, 2002

15. Exemption of User Fees

    By MBCarey, October 8, 2002
    • 4 replies
    • 1.6k views
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    • Guest
    • October 10, 2002

16. Plan restatements --

    By Jean, September 30, 2002
    • 1 reply
    • 1.8k views
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    • Mike Preston
    • October 1, 2002

17. Restating to Reflect Operation

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

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

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

19. GUST certification

    By Guest dudehead, March 7, 2002
    • 19 replies
    • 4.1k views
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    • Mike Preston
    • September 23, 2002

20. Deductibility issue

    By kmciver, September 20, 2002
    • 2 replies
    • 1.6k views
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    • Mike Preston
    • September 22, 2002

21. Obra '93

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

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

    By Guest Rudy, September 17, 2002
    • 5 replies
    • 1.9k views
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    • Guest
    • September 18, 2002

23. Plan Mergers and Restatements - a question of timing

    By Guest LKHartnett, September 13, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • September 13, 2002

24. Restatement of Merged MP Plan

    By Guest Chris Compton, September 10, 2002
    • 4 replies
    • 2.4k views
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    • Guest
    • September 13, 2002

25. Timing of catch up amendment

    By Guest Lex, September 1, 2002
    • 1 reply
    • 1.4k views
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    • kocak
    • September 4, 2002

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

    By chris, August 30, 2002
    • 3 replies
    • 1.9k views
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    • mbozek
    • September 1, 2002

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

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

28. Cash Balance GUST Question

    By Guest CRC02, August 23, 2002
    • 4 replies
    • 2k views
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    • Mike Preston
    • August 26, 2002

29. Restatement Procedures

    By Guest knightkj, August 22, 2002
    • 1 reply
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • August 22, 2002

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

    By lkpittman, July 25, 2002
    • 3 replies
    • 2.4k views
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    • Guest
    • August 21, 2002

31. EGTRRA Lookback Rules For Multiple Distributions

    By Guest merlin, August 6, 2002
    • 1 reply
    • 1.4k views
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    • jaemmons
    • August 8, 2002

32. Mergers of MP and PS Plans...

    By Guest RONNIE WASEL, August 7, 2002
    • 1 reply
    • 1.4k views
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    • jaemmons
    • August 7, 2002

33. Determination Letters...

    By Guest RONNIE WASEL, July 31, 2002
    • 3 replies
    • 1.7k views
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    • jaemmons
    • August 5, 2002

34. Rev Rul 2002-27

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

35. Multiple determination letters

    By BFree, August 3, 2002
    • 0 replies
    • 1.3k views
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    • BFree
    • August 3, 2002

36. Safe Harbor 401(k) Document

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

37. EGTRRA Amendment Date for Frozen DB

    By Guest CRC02, July 30, 2002
    • 1 reply
    • 1.4k views
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    • MGB
    • July 30, 2002

38. Forms to File for IRS Submission

    By Guest Sprout, July 26, 2002
    • 2 replies
    • 1.6k views
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    • jaemmons
    • July 29, 2002

39. Determination Letter Requests

    By Guest Dave Burns, July 1, 2002
    • 1 reply
    • 1.9k views
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    • Guest
    • July 26, 2002

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

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

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

    By Guest David M. Lipkin, July 16, 2002
    • 3 replies
    • 2.2k views
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    • Blinky the 3-eyed Fish
    • July 17, 2002

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

    By lkpittman, June 26, 2002
    • 1 reply
    • 1.5k views
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    • jaemmons
    • July 17, 2002

43. Determination Letter Needed or Word For word adoption?

    By PMC, July 17, 2002
    • 1 reply
    • 1.4k views
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    • jaemmons
    • July 17, 2002

44. Retroactive Application of EGTRRA Comp Limit

    By Guest merlin, July 11, 2002
    • 2 replies
    • 1.7k views
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    • Mike Preston
    • July 11, 2002

45. New Process for preparing a Determination Letter Request

    By Guest Sonia Kapoor, July 11, 2002
    • 1 reply
    • 1.5k views
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    • david rigby
    • July 11, 2002

46. Catch-ups

    By Guest kdm, July 3, 2002
    • 6 replies
    • 3.9k views
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    • Belgarath
    • July 8, 2002

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

    By Guest ksuhre, July 2, 2002
    • 1 reply
    • 1.5k views
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    • davef
    • July 2, 2002

48. Restatement effective date

    By Guest Pat Metallic, June 24, 2002
    • 2 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • June 24, 2002

49. Handling of 1999 restated plan

    By Guest amm19, June 20, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • June 20, 2002

50. IRS wants my HCE definition to "affirmatively" elect use of

    By Guest kjungkin, January 11, 2002
    • 2 replies
    • 2.2k views
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    • Guest
    • June 14, 2002