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Plan Document Amendments

778 topics in this forum

  1. Is this choice-of-law provision now common?

    By Peter Gulia,
    • 6 replies
    • 1.1k views

  2. Submitting prototype documents after deadline

    By k man,
    • 0 replies
    • 1.1k views

  3. Document sponsor can correct users’ failures to adopt the document

    By Peter Gulia,   
    • 1 reply
    • 1.1k views

  4. retro amendment-eligibilty

    By Guest algeis,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  5. accudraft

    By Guest Happy Actuary,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  6. New sponsor for old plan

    By Guest Dee Kratz,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  7. EGTRRA and plan mergers

    By Guest JPIngold,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  8. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia,   
    • 2 replies
    • 1.1k views

  9. change of Plan Sponsor

    By Chippy,
    • 5 replies
    • 1.1k views

  10. GUST and EGTRRA Amendments

    By Guest Tara Curran,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  11. New Entity/Sponsor

    By pixmax,
    • 0 replies
    • 1.1k views

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

    By CAR,
    • 1 reply
    • 1.1k views
    • Bird
    • Bird

  13. Puerto Rico Plans

    By Nassau,
    • 0 replies
    • 1.1k views

  14. Dual Plan Provisions, need experts advice

    By stephen20,
    • 5 replies
    • 1.1k views

  15. New Plan Document for Cycle C

    By emmetttrudy,
    • 1 reply
    • 1.1k views

  16. VS practitioner amending a plan for an adopting employer

    By Guest Grumpy456,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  17. Amend Plan to fully vest former owner of split company?

    By pensionreview,
    • 4 replies
    • 1k views

  18. PPA Restatement

    By DTH,
    • 0 replies
    • 1k views
    • DTH
    • DTH

  19. Retro amendment to add last day rule on discretionary match

    By Flyboyjohn,
    • 3 replies
    • 1k views

  20. Adding an arbitration provision?

    By Peter Gulia,   
    • 5 replies
    • 1k views

  21. Mid-Year SH Change from Elapsed Time to 1000 Hours

    By LKSmoke,
    • 4 replies
    • 1k views

  22. Under the new regime, when must a sponsor of an individually-designed plan do plan amendments?

    By Peter Gulia,   
    • 3 replies
    • 1k views

  23. VS versus Prototype

    By MarZDoates,
    • 1 reply
    • 1k views

  24. What was Cycle E plan's deadline to adopt pre-approved plan - 1/31/2016 or 4/30/2016?

    By SavingsRUS,
    • 0 replies
    • 1k views

  25. Individually designed CB plan without a FDL

    By pensionlaf,
    • 3 replies
    • 1k views

  26. non-specific trustees?

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  27. to amend or not to amend for disability determination

    By TPApril,
    • 3 replies
    • 999 views

  28. Cycle E PPA Amendment

    By pgold,   
    • 0 replies
    • 996 views

  29. PTO Contribution Amendment

    By Guest Statler,
    • 0 replies
    • 995 views
    • Guest
    • Guest

  30. operational failure

    By doombuggy,
    • 1 reply
    • 990 views

  31. One more on IDP DBPP

    By Guest Sabadee!,
    • 0 replies
    • 984 views
    • Guest
    • Guest

  32. Two mergers: what is applicable cycle?

    By JJRetirement,   
    • 0 replies
    • 969 views

  33. Which plan document does Ascensus use?

    By Peter Gulia,
    • 4 replies
    • 966 views

  34. Prototype documents and each participant being their own allocation group.

    By 01123,
    • 2 replies
    • 965 views

  35. Retroactive amendment to create additional HCE PS allocation group

    By M Norton,
    • 2 replies
    • 958 views

  36. Match Added Mid-Year - Compensation Question

    By Francisco,
    • 2 replies
    • 939 views

  37. Fom 5307 and Sch. Q

    By Chippy,
    • 0 replies
    • 937 views

  38. Changing eligibility requirements in regard to IRC 411(d)(6)

    By TMcfall,
    • 3 replies
    • 937 views

  39. Mid year amendments but document not executed

    By KimBoyd1105,
    • 2 replies
    • 933 views

  40. Do I need to change NRA?

    By AlbanyConsultant,
    • 0 replies
    • 932 views

  41. Cycle A plan amended effective 1/1/2005

    By Guest Iwonder,
    • 0 replies
    • 926 views
    • Guest
    • Guest

  42. Does VS plan that lost VS status have to restate by 4/30/2016? 4/30/2017?

    By SavingsRUS,   
    • 1 reply
    • 910 views

  43. Qualified Disaster Distributions (QDD's)-- What proof does an employer need?

    By RCK13,   
    • 2 replies
    • 909 views

  44. Can a retirement plan’s sponsor adopt disaster and emergency provisions in advance?

    By Peter Gulia,   
    • 6 replies
    • 899 views

  45. Actually, of course, the Pension Protection Act comes to mind.

    By Guest Enda80,
    • 0 replies
    • 889 views
    • Guest
    • Guest

  46. Amend to allow in-service for age 45 + 10 YOP

    By AmyETPA,
    • 3 replies
    • 886 views

  47. restatement to change plan year end

    By M Norton,   
    • 4 replies
    • 880 views

  48. cares act and compensation definition

    By Beemer,
    • 0 replies
    • 852 views

  49. deadline for Money Purchase Pension contribution change

    By M Norton,
    • 1 reply
    • 848 views

  50. 403(b) restatements with pre-approved language

    By Belgarath,
    • 1 reply
    • 844 views
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