Plan Document Amendments

778 topics in this forum

1. Changing sponsor name on an advisory letter

   By Guest Grumpy456, June 5, 2008
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • June 5, 2008

2. Early Inclusion Amendment

   By Misty, October 5, 2022
   • 2 replies
   • 1.2k views
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   • EBECatty
   • October 5, 2022

3. Eliminate 1% for less than 2 vesting years

   By J Simmons, April 4, 2009
   • 2 replies
   • 1.2k views
   • 
   • J Simmons
   • April 5, 2009

4. Not a late amender - a late filer!

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

5. PPA Restatement for Individually Designed Plan

   By bzorc, March 7, 2022
   • 2 replies
   • 1.2k views
   • 
   • bzorc
   • March 7, 2022

6. DB plan with Normal Form of J&100

   By John Feldt ERPA CPC QPA, January 13, 2009
   • 4 replies
   • 1.2k views
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   • John Feldt ERPA CPC QPA
   • January 13, 2009

7. Mergers of MP and PS Plans...

   By Guest RONNIE WASEL, August 7, 2002
   • 1 reply
   • 1.2k views
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   • jaemmons
   • August 7, 2002

8. Correcting a No Plan Situation

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

9. Handling of 1999 restated plan

   By Guest amm19, June 20, 2002
   • 0 replies
   • 1.2k views
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   • Guest
   • June 20, 2002

10. EGTRRA Restatements & 08 Cumulative List items

    By Guest Butterfly, September 18, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • September 18, 2009

11. Changing a PPA Amendment

    By Susan S., October 23, 2014
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 28, 2014

12. Plan Document deleivery via electonic media

    By Guest rgben1, January 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Theresa Lynn
    • January 13, 2004

13. Trustee Documents on Cycle 3 restatements

    By mattmc82, March 16, 2022
    • 2 replies
    • 1.2k views
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    • Peter Gulia
    • March 16, 2022

14. Multiple determination letters

    By BFree, August 3, 2002
    • 0 replies
    • 1.2k views
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    • BFree
    • August 3, 2002

15. Amending Plan for Non-Spouse Rollover

    By PJ2009, March 27, 2009
    • 2 replies
    • 1.2k views
    • 
    • PJ2009
    • June 9, 2009

16. Use of Separate Trust in Pre-Approved Plan

    By Guest gaham, May 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 8, 2009

17. Can You Change the Plan Sponsor Upon Restatement?

    By Susan S., January 13, 2016
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • January 13, 2016

18. Request for Basic Plan Doc & AA

    By Guest dbj628, September 30, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • October 1, 2012

19. Automatic Rollovers of Certain Distributions

    By Guest KFLETT, December 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 3, 2002

20. IRS Summer 2010 News--5307 filing date extended?

    By Guest Penelope, August 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2010

21. EGTRRA Amendment Date for Frozen DB

    By Guest CRC02, July 30, 2002
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • July 30, 2002

22. adding partipating ER to 401k SH plan

    By doombuggy, October 9, 2018   

    • 401k plan amendment
    • control groups
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 11, 2018

23. EGTRRA and Multiple Use Test

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

24. Volume Submitter Document

    By Nassau, October 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2011

25. top heavy question

    By Guest Julie Woulfe, October 15, 2002
    • 2 replies
    • 1.2k views
    • 
    • kocak
    • October 15, 2002

26. Amendment Adoption by E-Mail

    By Guest shaul, April 10, 2012
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • April 11, 2012

27. Form 5300

    By retbenser, January 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 19, 2011

28. What would you do?

    By Belgarath, November 14, 2008
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • November 14, 2008

29. IRS Review (Required Amendment for Determination)

    By abanky, June 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • abanky
    • June 3, 2008

30. document fees

    By thepensionmaven, August 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • August 11, 2009

31. Plan amendment

    By retbenser, August 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 11, 2010

32. Question About Remedial Amendment Period

    By Guest khartford, March 2, 2011
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • March 2, 2011

33. Discretionary amendment under the HEART Act

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

34. Amendment for catch-up contributions

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

35. anyone ever "cured" a defective 204(h) notice?

    By Gudgergirl, October 8, 2010
    • 0 replies
    • 1.2k views
    • 
    • Gudgergirl
    • October 8, 2010

36. What if a § 401(a) plan matches a governmental § 457(b) deferral?

    By Peter Gulia, April 21, 2022
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 22, 2022

37. Safe Harbor Plan Changes

    By msmith, December 8, 2015
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 8, 2015

38. Required Demo's for 5307

    By MBCarey, October 14, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 14, 2002

39. Puerto Rico Plans

    By Nassau, April 12, 2012
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • April 12, 2012

40. Early Inclusion Amendment - Adoption Date

    By msmith, September 6, 2018
    • 4 replies
    • 1.2k views
    • 
    • ACK
    • September 10, 2018

41. Final Roth Amendments

    By doombuggy, July 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • doombuggy
    • July 3, 2008

42. Cycle 3 late adopter

    By Tom, September 7, 2022
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • September 8, 2022

43. 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

44. Restating to Reflect Operation

    By KJohnson, September 27, 2002
    • 0 replies
    • 1.1k views
    • 
    • KJohnson
    • September 27, 2002

45. Non-Standardized IDP vs. Prototypes

    By Rayofsunshine, February 20, 2025
    • 4 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 24, 2025

46. Tax credit for start up plan

    By Guest R. Daestrom, November 8, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 8, 2002

47. Form 5500

    By KevinMc, May 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • May 29, 2009

48. PPA Amendments

    By Guest bobolink, September 15, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 15, 2010

49. date to freeze mpp

    By Guest janice55, December 1, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 1, 2009

50. change in name of sponsor

    By Guest lip, March 3, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2009