Plan Document Amendments

777 topics in this forum

1. Retroactive amendment to create additional HCE PS allocation group

   By M Norton, June 6, 2023
   • 2 replies
   • 912 views
   • 
   • CuseFan
   • June 6, 2023

2. Retroactive amendments

   By Guest mdduke, September 11, 2008
   • 9 replies
   • 3.2k views
   • 
   • K2retire
   • September 18, 2008

3. Retroactive Amendments

   By Guest Mauiorbust, February 8, 2010
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • February 8, 2010

4. Retroactive Application of EGTRRA Comp Limit

   By Guest merlin, July 11, 2002
   • 2 replies
   • 1.4k views
   • 
   • Mike Preston
   • July 11, 2002

5. retroactive participating agreement effective date

   By Jerry Erisa, May 8, 2015
   • 5 replies
   • 3.6k views
   • 
   • Briandfox
   • June 25, 2015

6. Retroactive participation agreement

   By hunter001, February 27, 2020
   • 7 replies
   • 2.3k views
   • 
   • JackS
   • February 27, 2020

7. Retroative Non-GUST Amendments on GUST Prototype Restatement?

   By Guest T-BONE, May 7, 2002
   • 7 replies
   • 2.1k views
   • 
   • Mike Preston
   • May 8, 2002

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

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

9. Rev Rul 2002-27

   By Guest RS Vatalaro, August 5, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 5, 2002

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

    By Guest ksuhre, July 2, 2002
    • 1 reply
    • 1.3k views
    • 
    • davef
    • July 2, 2002

11. RMD Final Reg Amendment

    By nancy, January 11, 2004
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • October 4, 2004

12. Rollovers from IRA to Profit Sharing Plans.

    By stevena, January 9, 2002
    • 1 reply
    • 2.1k views
    • 
    • pmacduff
    • January 9, 2002

13. RRA 98 & CRA

    By Guest mcw, September 4, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 5, 2003

14. S Corp owner loans...

    By Guest RONNIE WASEL, May 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • May 29, 2002

15. Safe Harbor 401(k) Amendment

    By Guest carpen, January 5, 2012
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • January 6, 2012

16. Safe Harbor 401(k) Document

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

17. Safe harbor 401k hardship WD

    By Guest Bruce Bonanomi, November 20, 2002
    • 1 reply
    • 2k views
    • 
    • kocak
    • November 20, 2002

18. Safe Harbor Plan 401(k) Plan - Amend to Change Sponsor Address

    By MarZDoates, May 27, 2014
    • 8 replies
    • 4k views
    • 
    • jpod
    • May 29, 2014

19. Safe Harbor Plan Amendment vs. Resolution

    By Spodie, December 28, 2010
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • December 29, 2010

20. Safe Harbor Plan Changes

    By msmith, December 8, 2015
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 8, 2015

21. Sample 415 Amendment?

    By Guest rulesrulesrules, October 9, 2007
    • 1 reply
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2007

22. Sample Amendment Language for Terminating Plan

    By chris, March 8, 2002
    • 1 reply
    • 2.1k views
    • 
    • Lynn Campbell
    • March 8, 2002

23. Sample EGTRRA Amendments

    By k man, May 12, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 30, 2005

24. Sample Letter

    By Guest Theresa Irvin, December 12, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 12, 2001

25. Schedule C Keogh and LLC income

    By Guest kprhok, December 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • December 17, 2009

26. Secure Act Roth Catch Up requirement

    By Rayofsunshine, April 3, 2023
    • 9 replies
    • 1.8k views
    • 
    • Below Ground
    • April 5, 2023

27. Separate accounts after merging pension plan into profit sharing

    By Guest Charles Griffin, February 28, 2002
    • 10 replies
    • 2.7k views
    • 
    • KJohnson
    • March 2, 2002

28. SH 401k Plan Terminating Jan or Feb 2016 Amend for PPA?

    By CAR, September 28, 2015
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • September 29, 2015

29. SH Matching Plan - Am I allowed to amend during year to add more generous eligibility?

    By erisa parrot, February 15, 2019
    • 3 replies
    • 1.1k views
    • 
    • mdm09
    • February 20, 2019

30. Short Plan Year Amendment

    By Dougsbpc, April 8, 2014
    • 1 reply
    • 2.3k views
    • 
    • 12AX7
    • April 8, 2014

31. Should an individually-designed plan omit getting a determination in this last cycle?

    By Peter Gulia, June 14, 2016   

    • determination letter
    • 13 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 15, 2016

32. Should This Plan Be Filed?

    By Scott, August 20, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 20, 2003

33. Should we amend the plan to allow immediate entry

    By pam@bbm, February 25, 2016
    • 6 replies
    • 2k views
    • 
    • ESOP Guy
    • February 26, 2016

34. Signature on Board Resolution instead of Plan Adoption Agreement

    By Jerry Erisa, March 26, 2015
    • 8 replies
    • 4.5k views
    • 
    • Bird
    • April 6, 2015

35. SIMPLE 401(k)

    By Guest hershey, December 4, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 4, 2001

36. Slap-on amendments

    By Guest Pensions in Paradise, August 14, 2003
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 5, 2003

37. SMM timing--ridiculous?

    By BG5150, April 29, 2021
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • April 30, 2021

38. SMM?

    By CJS07, December 1, 2010
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • December 1, 2010

39. SPD Distribution

    By dmwe, February 2, 2010
    • 3 replies
    • 1.5k views
    • 
    • GMK
    • February 3, 2010

40. Sponsor Switches Prototypes - How much grace period?

    By BeanCounterBlues, October 28, 2008
    • 3 replies
    • 1.4k views
    • 
    • Peanut Butter Man
    • October 28, 2008

41. Sponsoring new document

    By Guest Sehrl, January 17, 2002
    • 2 replies
    • 1.8k views
    • 
    • jaemmons
    • January 29, 2002

42. State Taxes and EGTRRA

    By Guest wolfman, January 10, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 10, 2002

43. Still VS?

    By Guest dbvail, August 29, 2007
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 4, 2007

44. Stupid GUST quesiton

    By Guest CitationSquirrel, February 25, 2002
    • 3 replies
    • 1.9k views
    • 
    • actuarysmith
    • March 20, 2002

45. Submission to IRS

    By Lynn Campbell, July 31, 2003
    • 3 replies
    • 1.8k views
    • 
    • davef
    • August 27, 2003

46. Submit GUST approved plan for determination or wait til staggered remedial amendment period

    By mariemonroe, January 27, 2005
    • 0 replies
    • 1.6k views
    • 
    • mariemonroe
    • January 27, 2005

47. Submit PPA 5307 g

    By pgold, November 15, 2016
    • 0 replies
    • 715 views
    • 
    • pgold
    • November 15, 2016

48. Submitting prototype documents after deadline

    By k man, June 15, 2010
    • 0 replies
    • 1.1k views
    • 
    • k man
    • June 15, 2010

49. Summary of Material Modifications required

    By Belgarath, October 14, 2022
    • 3 replies
    • 1.9k views
    • 
    • Luke Bailey
    • October 24, 2022

50. Switch from individually designed to vol submitter

    By Trekker, August 8, 2006
    • 1 reply
    • 2k views
    • 
    • Bob R
    • August 10, 2006