Plan Document Amendments

784 topics in this forum

1. Non-amenders?

   By Guest MEvans, May 3, 2002
   • 4 replies
   • 2k views
   • 
   • david rigby
   • June 5, 2002

2. S Corp owner loans...

   By Guest RONNIE WASEL, May 24, 2002
   • 2 replies
   • 2.2k views
   • 
   • Belgarath
   • May 29, 2002

3. Vesting with merger of MP and PS plans

   By Alan Simpson, February 26, 2002
   • 16 replies
   • 3.8k views
   • 
   • mbozek
   • May 24, 2002

4. Non calendar year end limits...

   By Guest RONNIE WASEL, May 20, 2002
   • 2 replies
   • 2k views
   • 
   • Belgarath
   • May 20, 2002

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

   By Jean, May 20, 2002
   • 0 replies
   • 1.6k views
   • 
   • Jean
   • May 20, 2002

6. Application for Determination - Collectively Bargained Plans

   By Guest t936, May 15, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • May 15, 2002

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

   By Guest T-BONE, May 7, 2002
   • 7 replies
   • 2.4k views
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   • Mike Preston
   • May 8, 2002

8. Elimination of In-service Withdrawals

   By Guest lforesz, April 3, 2002
   • 7 replies
   • 8k views
   • 
   • Guest
   • May 6, 2002

9. EGTRRA Detail

   By Guest Melissa Winslow, May 3, 2002
   • 1 reply
   • 1.7k views
   • 
   • david rigby
   • May 3, 2002

10. effective dates

    By Guest MNR, April 29, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • April 29, 2002

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

    By Dave Baker, March 13, 2002
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 22, 2002

12. Non-calendar year plan deadline

    By Cathy from Chicago, April 18, 2002
    • 1 reply
    • 1.8k views
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    • Mike Preston
    • April 21, 2002

13. Freeze Date for Old Law Benefits

    By dmb, April 2, 2002
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • April 2, 2002

14. GUST SPD due date?

    By Guest Hilarion, March 26, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 26, 2002

15. aggregating plans to determine top heavy post EGTRRA

    By Guest Boilerburm, March 18, 2002
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2002

16. Stupid GUST quesiton

    By Guest CitationSquirrel, February 25, 2002
    • 3 replies
    • 2.2k views
    • 
    • actuarysmith
    • March 20, 2002

17. EGTRRA Amendments

    By MarZDoates, March 11, 2002
    • 8 replies
    • 2.3k views
    • 
    • BFree
    • March 20, 2002

18. Good EGTRRA Conformity Status Site

    By Guest Dook, March 14, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • March 19, 2002

19. Age-weighted Profit Sharing Plan

    By Guest AFRICA6796, March 14, 2002
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • March 19, 2002

20. Plan termination in 2002

    By R. Butler, March 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • March 19, 2002

21. EGTRRA, NY, and CA

    By Guest Linda Moody, March 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • stephen
    • March 14, 2002

22. MP/PS Mergered Retroactively

    By imchipbrown, March 7, 2002
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 8, 2002

23. Sample Amendment Language for Terminating Plan

    By chris, March 8, 2002
    • 1 reply
    • 2.2k views
    • 
    • Lynn Campbell
    • March 8, 2002

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

    By Dave Baker, March 8, 2002
    • 0 replies
    • 2.8k views
    • 
    • Dave Baker
    • March 8, 2002

25. New Rollover Rules

    By joel, March 6, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • March 8, 2002

26. Top paid group election

    By Richard Anderson, March 1, 2002
    • 1 reply
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2002

27. Separate accounts after merging pension plan into profit sharing

    By Guest Charles Griffin, February 28, 2002
    • 10 replies
    • 3.2k views
    • 
    • KJohnson
    • March 2, 2002

28. 1998 Efrfective New Plan "Interim" Plan Document (No DL), re

    By lkpittman, February 28, 2002
    • 0 replies
    • 1.6k views
    • 
    • lkpittman
    • February 28, 2002

29. Now what?

    By Guest Boilerburm, February 27, 2002
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • February 28, 2002

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

    By Cathy from Chicago, February 27, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • February 28, 2002

31. EGTRRA Compensation Limit

    By Scott, February 25, 2002
    • 2 replies
    • 2.1k views
    • 
    • Scott
    • February 27, 2002

32. Prototype Amendment provided by Sponsor

    By Guest gmann, February 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 25, 2002

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

    By Guest bldoz, February 23, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 24, 2002

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

    By Sully, February 24, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 24, 2002

35. Amendments to Prototypes

    By Guest mkelly, February 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • February 22, 2002

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

    By Guest EPS, February 22, 2002
    • 2 replies
    • 2.1k views
    • 
    • Archimage
    • February 22, 2002

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

    By Christine Roberts, February 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • February 21, 2002

38. 401(a)(17) comp limit "old law"

    By Guest meggie, February 21, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 21, 2002

39. Late Filed VS Plan

    By Guest jvanheyde, February 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • February 21, 2002

40. Agent's Amendment Requests

    By Guest hussac, February 20, 2002
    • 5 replies
    • 2.1k views
    • 
    • mbozek
    • February 20, 2002

41. GUST Restatement Issues

    By Guest hussac, February 19, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 20, 2002

42. Initial Determination Letter After Two Decades

    By Guest stella, February 8, 2002
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 19, 2002

43. Attack of the alien plan document

    By Guest Hilarion, February 19, 2002
    • 1 reply
    • 1.9k views
    • 
    • jpod
    • February 19, 2002

44. A dumb question

    By bzorc, February 18, 2002
    • 3 replies
    • 2k views
    • 
    • Archimage
    • February 18, 2002

45. choice in adopting EGTRRA amendments?

    By eilano, February 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 18, 2002

46. Guidance on Notice to Interested Parties

    By Guest Powers, February 13, 2002
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • February 14, 2002

47. Gust Rap

    By J2D2, February 13, 2002
    • 0 replies
    • 1.8k views
    • 
    • J2D2
    • February 13, 2002

48. Restating Two Plans

    By BFree, February 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • February 13, 2002

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

    By Guest 91smithie, February 5, 2002
    • 7 replies
    • 2.5k views
    • 
    • Moe Howard
    • February 12, 2002

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

    By Guest Robin Vatalaro, January 14, 2002
    • 8 replies
    • 2.3k views
    • 
    • Lynn Campbell
    • February 11, 2002