Plan Document Amendments

777 topics in this forum

1. FYI - EGTRRA and California State Taxes

   By Christine Roberts, January 9, 2002
   • 20 replies
   • 6k views
   • 
   • Harwood
   • January 28, 2002

2. Catch up Match Calculation

   By Guest Factster, January 22, 2002
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • January 24, 2002

3. Cost for restatement

   By Guest TrustMe401k, January 21, 2002
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • January 21, 2002

4. Amended out of a prototype from the "get go"-still entitled

   By KJohnson, November 2, 2001
   • 3 replies
   • 2k views
   • 
   • Alf
   • January 14, 2002

5. davis bacon plans/gust

   By MJ Hartman, January 11, 2002
   • 0 replies
   • 1.7k views
   • 
   • MJ Hartman
   • January 11, 2002

6. Removal of QJSA in restatement

   By Guest Sehrl, December 13, 2001
   • 12 replies
   • 4k views
   • 
   • Guest
   • January 11, 2002

7. Multiple use test elimination and after tax voluntary contributions

   By Guest kjungkin, January 10, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • January 10, 2002

8. State Taxes and EGTRRA

   By Guest wolfman, January 10, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 10, 2002

9. EGTRRA amendment required for terminated plan?

   By Medusa, January 9, 2002
   • 6 replies
   • 1.9k views
   • 
   • Kirk Maldonado
   • January 10, 2002

10. Rollovers from IRA to Profit Sharing Plans.

    By stevena, January 9, 2002
    • 1 reply
    • 2.1k views
    • 
    • pmacduff
    • January 9, 2002

11. new vesting schedule

    By Guest MNR, January 7, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 2002

12. Last day to adopt GUST plan (Rev Proc 55)

    By Guest Factster, January 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • January 5, 2002

13. Certified Intent to Adopt?

    By stevena, November 29, 2001
    • 13 replies
    • 3.5k views
    • 
    • Guest
    • January 4, 2002

14. New Contribution Limits and State Taxes

    By Christine Roberts, December 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • Dave Baker
    • December 18, 2001

15. Certification of Intent to Adopt

    By R. Butler, December 4, 2001
    • 17 replies
    • 3.2k views
    • 
    • KJohnson
    • December 13, 2001

16. Sample Letter

    By Guest Theresa Irvin, December 12, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 12, 2001

17. Top Heavy Cutback Issue

    By Christine Roberts, December 6, 2001
    • 3 replies
    • 2k views
    • 
    • KJohnson
    • December 11, 2001

18. SIMPLE 401(k)

    By Guest hershey, December 4, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 4, 2001

19. Handling non '97 amendments with a Volume Submitter document

    By mwyatt, December 3, 2001
    • 1 reply
    • 1.8k views
    • 
    • Bob R
    • December 4, 2001

20. Payment of GUST/EGTRRA expenses from plan assets

    By Guest AndyL, November 14, 2001
    • 4 replies
    • 2.6k views
    • 
    • Belgarath
    • November 28, 2001

21. Merging and Restating Plans

    By Guest merlin, October 25, 2001
    • 6 replies
    • 4.9k views
    • 
    • Guest
    • November 15, 2001

22. GUST Determination Letter Deadline - Individually Designed Plans

    By Christine Roberts, November 7, 2001
    • 16 replies
    • 4.7k views
    • 
    • jstorch
    • November 15, 2001

23. Determination Letter Request

    By chris, November 14, 2001
    • 0 replies
    • 1.9k views
    • 
    • chris
    • November 14, 2001

24. GUST Model Amendments?

    By Guest friedbrain, October 26, 2001
    • 3 replies
    • 3.1k views
    • 
    • Bob R
    • November 13, 2001

25. Tack-On GUST Amendment Still Permissible for Terminating Plans?

    By Christine Roberts, November 7, 2001
    • 2 replies
    • 2.7k views
    • 
    • Bob R
    • November 13, 2001

26. Fee for GUST/EGTRRA Amendment/Restatement

    By chris, November 7, 2001
    • 3 replies
    • 3.5k views
    • 
    • rcline46
    • November 8, 2001

27. GUST plan restated AFTER 1/1/97

    By Guest slt, October 23, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 23, 2001