Plan Document Amendments

777 topics in this forum

1. Missed Cycle B Deadline--Now What?

   By Guest ScarletKnight, March 28, 2008
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   • March 28, 2008

2. Sample Letter

   By Guest Theresa Irvin, December 12, 2001
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   • December 12, 2001

3. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

   By Guest CMSP, October 11, 2005
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   • October 11, 2005

4. Amend vesting

   By Guest JPIngold, December 17, 2010
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   • December 17, 2010

5. 401(a)(17) comp limit "old law"

   By Guest meggie, February 21, 2002
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   • February 21, 2002

6. 401(a)(9) Amendments

   By PJ2009, August 21, 2009
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   • PJ2009
   • August 21, 2009

7. Multiple Employer Plan Restatement

   By Guest tbyrd, August 28, 2003
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   • August 28, 2003

8. EGTRRA Restatements & 08 Cumulative List items

   By Guest Butterfly, September 18, 2009
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   • September 18, 2009

9. Plan Mergers

   By Guest dms9999, December 29, 2008
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   • December 29, 2008

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

    By Guest AlCal, February 11, 2002
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    • February 11, 2002

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

    By Guest Penelope, August 24, 2010
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    • Guest
    • August 24, 2010

12. Merger of ESOP

    By LIBERTYKID, September 16, 2014
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    • September 16, 2014

13. GUST Certification

    By perkinsran, November 4, 2002
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    • perkinsran
    • November 4, 2002

14. Good Faith EGTRRA Deadline--91 days after GUST letter?

    By Guest Sutter, December 10, 2002
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    • December 10, 2002

15. Non-spouse Rollovers

    By Guest Sabadee!, May 28, 2008
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    • May 28, 2008

16. Plan Amendment

    By Gary, June 25, 2009
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    • June 25, 2009

17. frozen keogh

    By Guest jack91, November 12, 2009
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    • November 12, 2009

18. New plans - required amendments to submit for DL

    By Rai401k, February 10, 2010
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    • February 10, 2010

19. GUST and EGTRRA Amendments

    By Guest Tara Curran, October 16, 2002
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    • October 16, 2002

20. VS practitioner amending a plan for an adopting employer

    By Guest Grumpy456, December 31, 2008
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    • December 31, 2008

21. Can we retroactively amend during amendment period

    By R. Butler, September 3, 2003
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    • R. Butler
    • September 3, 2003

22. Submit PPA 5307 g

    By pgold, November 15, 2016
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    • pgold
    • November 15, 2016

23. PTO Contribution Amendment

    By Guest Statler, May 10, 2010
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    • May 10, 2010

24. Missed Restatement Deadline

    By Guest Grumpy456, October 23, 2010
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    • October 23, 2010

25. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
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    • November 5, 2002

26. Restating to Reflect Operation

    By KJohnson, September 27, 2002
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    • KJohnson
    • September 27, 2002

27. accudraft

    By Guest Happy Actuary, August 25, 2009
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    • August 25, 2009

28. EGTRRA and plan mergers

    By Guest JPIngold, November 16, 2009
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    • November 16, 2009

29. Traditional to Cash Balance Plan conversion

    By retbenser, January 22, 2011
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    • January 22, 2011

30. Exemption from User Fee -- Form 8717

    By chris, May 5, 2003
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    • May 5, 2003

31. Retroactive Amendment

    By msmith, February 14, 2023
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    • February 14, 2023

32. Deleted

    By Guest WantsToLearn, November 16, 2006
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    • November 16, 2006

33. GUST Restatement Submitted to IRS in Proposed Form

    By Wessex, November 22, 2002
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    • Wessex
    • November 22, 2002

34. New Entity/Sponsor

    By pixmax, August 26, 2009
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    • pixmax
    • August 26, 2009

35. Gust Rap

    By J2D2, February 13, 2002
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    • J2D2
    • February 13, 2002

36. EGTRRA Comp Limit

    By Guest CRC02, May 5, 2003
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    • May 5, 2003

37. IDP Amendments due 1/9/08

    By HarleyBabe, November 27, 2007
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    • HarleyBabe
    • November 27, 2007

38. IRS Review (Required Amendment for Determination)

    By abanky, June 3, 2008
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    • abanky
    • June 3, 2008

39. Post-EGTRRA: Once and for all...can someone please set me straight?

    By Guest DIGMYDOG, December 9, 2004
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    • December 9, 2004

40. J&S Annuity Distribution Option

    By chris, February 20, 2003
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    • February 20, 2003

41. The Heart Act and Interim Amendments due 12/31

    By HarleyBabe, November 29, 2010
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    • HarleyBabe
    • November 29, 2010

42. One more on IDP DBPP

    By Guest Sabadee!, August 28, 2008
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    • August 28, 2008

43. Automatic Rollover Issue

    By chris, January 3, 2005
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    • chris
    • January 3, 2005

44. Final Roth Amendments

    By doombuggy, July 3, 2008
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    • doombuggy
    • July 3, 2008

45. 'interim PPA amendments' and post-PPA restatement (not just a Datair question)

    By AlbanyConsultant, November 18, 2021
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    • AlbanyConsultant
    • November 18, 2021

46. Changing sponsor name on an advisory letter

    By Guest Grumpy456, June 5, 2008
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    • June 5, 2008

47. Safe Harbor 401(k) Document

    By Guest amm19, July 30, 2002
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    • July 30, 2002

48. Multiple use test elimination and after tax voluntary contributions

    By Guest kjungkin, January 10, 2002
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    • January 10, 2002

49. Reliance on Prototype sponsor adopted amendments

    By Guest CAG1, October 28, 2010
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    • Guest
    • October 28, 2010

50. When to file for determination letter

    By DMcGovern, March 1, 2011
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    • DMcGovern
    • March 1, 2011