Plan Document Amendments

777 topics in this forum

1. Elimination of In-service Withdrawals

   By Guest lforesz, April 3, 2002
   • 7 replies
   • 7.5k views
   • 
   • Guest
   • May 6, 2002

2. EGTRRA Detail

   By Guest Melissa Winslow, May 3, 2002
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • May 3, 2002

3. effective dates

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

4. Idaho and West Virginia seem to have conformed their income tax codes

   By Dave Baker, March 13, 2002
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • April 22, 2002

5. Non-calendar year plan deadline

   By Cathy from Chicago, April 18, 2002
   • 1 reply
   • 1.6k views
   • 
   • Mike Preston
   • April 21, 2002

6. Freeze Date for Old Law Benefits

   By dmb, April 2, 2002
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • April 2, 2002

7. GUST SPD due date?

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

8. aggregating plans to determine top heavy post EGTRRA

   By Guest Boilerburm, March 18, 2002
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2002

9. Stupid GUST quesiton

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

10. EGTRRA Amendments

    By MarZDoates, March 11, 2002
    • 8 replies
    • 2k views
    • 
    • BFree
    • March 20, 2002

11. Good EGTRRA Conformity Status Site

    By Guest Dook, March 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • MGB
    • March 19, 2002

12. Age-weighted Profit Sharing Plan

    By Guest AFRICA6796, March 14, 2002
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • March 19, 2002

13. Plan termination in 2002

    By R. Butler, March 18, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • March 19, 2002

14. EGTRRA, NY, and CA

    By Guest Linda Moody, March 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • March 14, 2002

15. MP/PS Mergered Retroactively

    By imchipbrown, March 7, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 8, 2002

16. Sample Amendment Language for Terminating Plan

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

17. 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

18. New Rollover Rules

    By joel, March 6, 2002
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • March 8, 2002

19. Top paid group election

    By Richard Anderson, March 1, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2002

20. 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

21. 1998 Efrfective New Plan "Interim" Plan Document (No DL), re

    By lkpittman, February 28, 2002
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • February 28, 2002

22. Now what?

    By Guest Boilerburm, February 27, 2002
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2002

23. MP merged to PS - forfeiture allocations different - which governs?

    By Cathy from Chicago, February 27, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 28, 2002

24. EGTRRA Compensation Limit

    By Scott, February 25, 2002
    • 2 replies
    • 1.8k views
    • 
    • Scott
    • February 27, 2002

25. Prototype Amendment provided by Sponsor

    By Guest gmann, February 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 25, 2002

26. Is It Necessary For Me To Do Anything by February 28, 2002?

    By Guest bldoz, February 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 24, 2002

27. Money Purchase restated to a Profit Sharing Plan. Do I need to get a

    By Sully, February 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 24, 2002

28. Amendments to Prototypes

    By Guest mkelly, February 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • February 22, 2002

29. Money Purchase Plan merging into Profit Sharing Plan. Timing question

    By Guest EPS, February 22, 2002
    • 2 replies
    • 2k views
    • 
    • Archimage
    • February 22, 2002

30. Individually Designed Plan - OK to Sign Certification by 2/28/02?

    By Christine Roberts, February 21, 2002
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • February 21, 2002

31. 401(a)(17) comp limit "old law"

    By Guest meggie, February 21, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2002

32. Late Filed VS Plan

    By Guest jvanheyde, February 20, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • February 21, 2002

33. Agent's Amendment Requests

    By Guest hussac, February 20, 2002
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • February 20, 2002

34. GUST Restatement Issues

    By Guest hussac, February 19, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 20, 2002

35. Initial Determination Letter After Two Decades

    By Guest stella, February 8, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 19, 2002

36. Attack of the alien plan document

    By Guest Hilarion, February 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • February 19, 2002

37. A dumb question

    By bzorc, February 18, 2002
    • 3 replies
    • 1.8k views
    • 
    • Archimage
    • February 18, 2002

38. choice in adopting EGTRRA amendments?

    By eilano, February 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2002

39. Guidance on Notice to Interested Parties

    By Guest Powers, February 13, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2002

40. Gust Rap

    By J2D2, February 13, 2002
    • 0 replies
    • 1.6k views
    • 
    • J2D2
    • February 13, 2002

41. Restating Two Plans

    By BFree, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • February 13, 2002

42. GUST determination letter application must be filed by February 28, 20

    By Guest 91smithie, February 5, 2002
    • 7 replies
    • 2.2k views
    • 
    • Moe Howard
    • February 12, 2002

43. Foregoing GUST restatement for terminating plans -- what are the sanct

    By Guest Robin Vatalaro, January 14, 2002
    • 8 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • February 11, 2002

44. Effective date of GUST restatement& Elimination of Fail-Safe prov

    By Guest AlCal, February 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 11, 2002

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

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

46. GUST-updated prototype deleted a needed provision

    By Guest Robin Vatalaro, February 2, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2002

47. What is the point in giving historical information about pre-amendment

    By BFree, January 15, 2002
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 4, 2002

48. Is '01 MP contribution required if merges with PS plan?

    By Cathy from Chicago, February 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • Richard Anderson
    • February 1, 2002

49. GUST Amendment Procedures

    By Guest rmm@richmatthews.com, February 1, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 1, 2002

50. Sponsoring new document

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