Plan Document Amendments

777 topics in this forum

1. Obra '93

   By Guest ooota, September 18, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • September 18, 2002

2. Cash Balance Restatement - Cycle A

   By Richard Anderson, December 5, 2006
   • 0 replies
   • 2.8k views
   • 
   • Richard Anderson
   • December 5, 2006

3. off cycle restatement

   By Guest latwz, April 17, 2008
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • April 17, 2008

4. retro amendment-eligibilty

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

5. Determination Letter Request

   By chris, November 14, 2001
   • 0 replies
   • 1.9k views
   • 
   • chris
   • November 14, 2001

6. Discretionary amendment under the HEART Act

   By Guest Benefitsrock, April 17, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 17, 2009

7. Electronic Signature of Plan Documents and Amendments

   By msmith, October 30, 2013
   • 0 replies
   • 1.5k views
   • 
   • msmith
   • October 30, 2013

8. Gust Restatement Deadline

   By Guest rslagle224, November 14, 2002
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • November 14, 2002

9. New sponsor for old plan

   By Guest Dee Kratz, October 28, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 28, 2002

10. Relius/Sungard QNEC/QMAC Forfeiture Amendment

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

11. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

    By Guest geschaft, March 20, 2007
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 20, 2007

12. 1986 Money Purchase Pension Plans

    By Guest Wtotin, February 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 16, 2006

13. New RAP

    By Guest mcw, October 5, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 5, 2005

14. Plan Document Amendments

    By Guest Karenm, October 12, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 12, 2007

15. PPA Restatement

    By DTH, January 13, 2016
    • 0 replies
    • 1k views
    • 
    • DTH
    • January 13, 2016

16. amendment to allow for in service distribution

    By thepensionmaven, May 18, 2009
    • 0 replies
    • 1.5k views
    • 
    • thepensionmaven
    • May 18, 2009

17. effective dates

    By Guest MNR, April 29, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 29, 2002

18. Cycle A plan amended effective 1/1/2005

    By Guest Iwonder, April 28, 2010
    • 0 replies
    • 907 views
    • 
    • Guest
    • April 28, 2010

19. Rev Proc 2000-20, Sec 15, Record Keeping Requirements

    By Jean, May 20, 2002
    • 0 replies
    • 1.4k views
    • 
    • Jean
    • May 20, 2002

20. 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

21. Amending to change definition of comp to plan year comp

    By R and R, August 24, 2021
    • 0 replies
    • 654 views
    • 
    • R and R
    • August 24, 2021

22. 403(a) Qualified Annuity Plans

    By Laura Harrington, January 16, 2009
    • 0 replies
    • 1.5k views
    • 
    • Laura Harrington
    • January 16, 2009

23. Actually, of course, the Pension Protection Act comes to mind.

    By Guest Enda80, August 15, 2009
    • 0 replies
    • 880 views
    • 
    • Guest
    • August 15, 2009

24. Two mergers: what is applicable cycle?

    By JJRetirement, November 12, 2015   

    • Form 5300
    • Merger
    • (and 6 more)

      Tagged with:

      • Form 5300
      • Merger
      • FDL
      • Cycle Changing
      • remedial amendment period
      • 2007-44
      • individually designed plan
      • 5 year cycle
    • 0 replies
    • 958 views
    • 
    • JJRetirement
    • November 12, 2015

25. 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

26. WRERA / PPA Technical Amendment Deadline

    By Gruegen, November 5, 2009
    • 0 replies
    • 3.7k views
    • 
    • Gruegen
    • November 5, 2009

27. Amendment for catch-up contributions

    By Guest key123, November 22, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 22, 2011

28. 5-Year Restatement Cycle

    By John Feldt ERPA CPC QPA, January 7, 2010
    • 0 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 7, 2010

29. EGTRRA/Top Heavy & look back for In-Service Withdrawals

    By Guest RJM, February 7, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 7, 2002

30. Prototype to IDP, then back to Prototype?

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

31. Eligibility Amendment

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

32. EGTRRA and Multiple Use Test

    By nancy, December 26, 2002
    • 0 replies
    • 1.2k views
    • 
    • nancy
    • December 26, 2002

33. New Vesting Schedule

    By jpod, December 17, 2014
    • 0 replies
    • 1.3k views
    • 
    • jpod
    • December 17, 2014

34. Prototype Plan Becomes Individually-Designed

    By Scott, July 17, 2003
    • 0 replies
    • 1.3k views
    • 
    • Scott
    • July 17, 2003

35. EGTRRA Limits for 2002

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

36. Church Plan GUST RAP

    By Guest APierce, August 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 27, 2003

37. Four-Tier Allocation Formula

    By chris, December 9, 2002
    • 0 replies
    • 1.6k views
    • 
    • chris
    • December 9, 2002

38. Amending a restated GUST and EGTRRA document

    By bzorc, November 9, 2004
    • 0 replies
    • 1.4k views
    • 
    • bzorc
    • November 9, 2004

39. Question for Datair/Citrix Users

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

40. Prototype Filings

    By Guest Tad77, May 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 17, 2007

41. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1.7k views
    • 
    • jstorch
    • May 10, 2004

42. Did not sign 8905

    By jkharvey, June 20, 2007
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • June 20, 2007

43. VCP or EPCRS

    By Guest RONNIE WASEL, January 23, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 23, 2004

44. What is determination letter submission deadline

    By Belgarath, January 10, 2013   

    • Slightly modified VS document
    • 0 replies
    • 1.9k views
    • 
    • Belgarath
    • January 10, 2013

45. News from Arkansas on nonconforming state tax code - increased EGTRRA

    By Dave Baker, March 8, 2002
    • 0 replies
    • 2.6k views
    • 
    • Dave Baker
    • March 8, 2002

46. Military leave prior to USERRA enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1.5k views
    • 
    • waid10
    • June 29, 2005

47. Required Amendments for individually drafted plan

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

48. GUST restatement timeline

    By Guest DSquared, March 22, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2006

49. GUST restatement for prototype doc

    By Guest mpark, October 14, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 14, 2002

50. GUST SPD due date?

    By Guest Hilarion, March 26, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2002