Plan Document Amendments

778 topics in this forum

1. 403(b) restatements with pre-approved language

   By Belgarath, April 12, 2017
   • 1 reply
   • 851 views
   • 
   • Peter Gulia
   • April 13, 2017

2. Minor Modifications - Traditional DB plan

   By pb5350, November 3, 2019   

   • determination letters
   • restatements
   • 0 replies
   • 850 views
   • 
   • pb5350
   • November 3, 2019

3. IRS 6 year cycle history...

   By Basically, November 19, 2021
   • 2 replies
   • 836 views
   • 
   • Basically
   • November 22, 2021

4. Mid-year change from annual basis to payroll basis for sh match

   By Inquiring Mind, April 30, 2024
   • 1 reply
   • 829 views
   • 
   • Bill Presson
   • April 30, 2024

5. 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
   • 823 views
   • 
   • Peter Gulia
   • December 8, 2016

6. What type of document do you use and how easy is it to amend?

   By Rayofsunshine, June 21, 2024
   • 1 reply
   • 820 views
   • 
   • CuseFan
   • June 21, 2024

7. Can plan make vesting more liberal only for Active participants?

   By ACK, December 15, 2025
   • 3 replies
   • 819 views
   • 
   • Artie M
   • December 16, 2025

8. Document provider

   By J Simmons, July 8, 2022
   • 1 reply
   • 815 views
   • 
   • Patricia Neal Jensen
   • July 12, 2022

9. Amending to exclude union, nonresident, leased - any issue

   By TPApril, November 28, 2021
   • 3 replies
   • 811 views
   • 
   • BG5150
   • December 1, 2021

10. Retroactive Amendment

    By msmith, February 14, 2023
    • 0 replies
    • 809 views
    • 
    • msmith
    • February 14, 2023

11. Relius/Sungard QNEC/QMAC Forfeiture Amendment

    By nancy, November 21, 2022
    • 0 replies
    • 806 views
    • 
    • nancy
    • November 21, 2022

12. Cycle 3 - Document Restatements

    By msmith, December 9, 2020
    • 2 replies
    • 805 views
    • 
    • msmith
    • December 9, 2020

13. Amending Safe Harbor before Plan Year

    By Kat B, December 17, 2021
    • 1 reply
    • 798 views
    • 
    • Bird
    • December 17, 2021

14. Do some plan sponsors tinker with the IRS-preapproved documents?

    By Peter Gulia, June 30, 2021
    • 2 replies
    • 791 views
    • 
    • Peter Gulia
    • July 1, 2021

15. Discretionary Amendment - Amending Forfeiture Allocation Methods - Anti-Cutback Violation?

    By David Olive, August 24, 2022
    • 1 reply
    • 778 views
    • 
    • Bird
    • August 24, 2022

16. Post PPA restatements

    By thepensionmaven, May 13, 2021
    • 1 reply
    • 768 views
    • 
    • Peter Gulia
    • May 13, 2021

17. Deceased Keogh Owner - who can sign plan amendments/termination documents

    By Cobras59, February 26, 2021
    • 2 replies
    • 760 views
    • 
    • Cobras59
    • February 26, 2021

18. Merging 401(k) & MP Plans

    By TPApril, October 22, 2020
    • 2 replies
    • 745 views
    • 
    • CuseFan
    • October 22, 2020

19. Submit PPA 5307 g

    By pgold, November 15, 2016
    • 0 replies
    • 735 views
    • 
    • pgold
    • November 15, 2016

20. Amending to change definition of comp to plan year comp

    By R and R, August 24, 2021
    • 0 replies
    • 713 views
    • 
    • R and R
    • August 24, 2021

21. IRS Form 5307

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

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

    By AlbanyConsultant, November 18, 2021
    • 0 replies
    • 671 views
    • 
    • AlbanyConsultant
    • November 18, 2021

23. Money Purchase Plan

    By nancy, July 5, 2022
    • 1 reply
    • 666 views
    • 
    • StephenD
    • July 6, 2022

24. Document correction

    By Cynchbeast, August 14, 2017
    • 2 replies
    • 659 views
    • 
    • ESOP Guy
    • August 15, 2017

25. Restatement Date for Terminated Plans

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

26. Divorced 12/2020

    By Art Blancia, October 22, 2024
    • 4 replies
    • 640 views
    • 
    • Peter Gulia
    • October 24, 2024

27. Required Amendments for individually drafted plan

    By Belgarath, April 30, 2021
    • 0 replies
    • 497 views
    • 
    • Belgarath
    • April 30, 2021

28. qualified plan loan offset amendment - timing

    By AlbanyConsultant, April 26, 2021
    • 3 replies
    • 496 views
    • 
    • Gilmore
    • April 27, 2021