Plan Document Amendments

777 topics in this forum

1. Restatement Date for Terminated Plans

   By Belgarath, February 5, 2021
   • 0 replies
   • 618 views
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   • Belgarath
   • February 5, 2021

2. Claims Procedures

   By Guest Donaldson, January 24, 2003
   • 0 replies
   • 1.3k views
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   • Guest
   • January 24, 2003

3. Handling of 1999 restated plan

   By Guest amm19, June 20, 2002
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   • 1.2k views
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   • Guest
   • June 20, 2002

4. cares act and compensation definition

   By Beemer, May 27, 2021
   • 0 replies
   • 838 views
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   • Beemer
   • May 27, 2021

5. GUST volume submitter prototype document relying on sponsor's approval letter now being amended to include a non-standard option.

   By Guest Judy S, July 12, 2004
   • 0 replies
   • 1.7k views
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   • Guest
   • July 12, 2004

6. Document Approval List

   By Dougsbpc, January 13, 2006
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   • 5.5k views
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   • Dougsbpc
   • January 13, 2006

7. IRS Form 5307

   By Belgarath, October 22, 2020
   • 0 replies
   • 642 views
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   • Belgarath
   • October 22, 2020

8. IRS Requested EGTRRA Amendment for Terminating Plan

   By chris, January 8, 2003
   • 0 replies
   • 1.2k views
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   • chris
   • January 8, 2003

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

   By SavingsRUS, April 4, 2016
   • 0 replies
   • 1k views
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   • SavingsRUS
   • April 4, 2016

10. Cycle E PPA Amendment

    By pgold, December 19, 2015   

    • Interim Amendments
    • 0 replies
    • 988 views
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    • pgold
    • December 19, 2015

11. Do I need to change NRA?

    By AlbanyConsultant, October 27, 2015
    • 0 replies
    • 916 views
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    • AlbanyConsultant
    • October 27, 2015

12. davis bacon plans/gust

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

13. Submit GUST approved plan for determination or wait til staggered remedial amendment period

    By mariemonroe, January 27, 2005
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    • 1.6k views
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    • mariemonroe
    • January 27, 2005

14. Puerto Rico Plans

    By Nassau, April 11, 2012
    • 0 replies
    • 1k views
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    • Nassau
    • April 11, 2012

15. 1998 Efrfective New Plan "Interim" Plan Document (No DL), re

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

16. Submitting prototype documents after deadline

    By k man, June 15, 2010
    • 0 replies
    • 1.1k views
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    • k man
    • June 15, 2010

17. Plan Mergers and Restatements - a question of timing

    By Guest LKHartnett, September 13, 2002
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    • 1.3k views
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    • Guest
    • September 13, 2002

18. Puerto Rico Plans

    By Nassau, April 12, 2012
    • 0 replies
    • 1.1k views
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    • Nassau
    • April 12, 2012

19. SIMPLE 401(k)

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

20. Amendment Deadlines

    By Guest Mardi Gras, November 29, 2006
    • 0 replies
    • 2k views
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    • Guest
    • November 29, 2006

21. Form 8717 user fee

    By John Feldt ERPA CPC QPA, November 1, 2010
    • 0 replies
    • 1.7k views
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    • John Feldt ERPA CPC QPA
    • November 1, 2010

22. Newly Established Custom Plan

    By Guest Mike Spickard, November 17, 2005
    • 0 replies
    • 1.9k views
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    • Guest
    • November 17, 2005

23. GUST plan restated AFTER 1/1/97

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

24. GUST Amendment Procedures

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

25. How to file with VPC (prototype adopter and late restatement)

    By Guest moosegirl, March 6, 2004
    • 0 replies
    • 2.2k views
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    • Guest
    • March 6, 2004

26. What is the remedial-amendment date if the plan's sponsor will not apply for the IRS's determination?

    By Peter Gulia, December 8, 2016   

    • remedial amendment period
    • 0 replies
    • 798 views
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    • Peter Gulia
    • December 8, 2016

27. anyone ever "cured" a defective 204(h) notice?

    By Gudgergirl, October 8, 2010
    • 0 replies
    • 1.1k views
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    • Gudgergirl
    • October 8, 2010