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Plan Document Amendments

777 topics in this forum

  1. Minor Modifications - Traditional DB plan

    By pb5350,   
    • 0 replies
    • 812 views

  2. What plan amendment is needed for an ESOP's termination?

    By Peter Gulia,   
    • 1 reply
    • 805 views

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

    By Peter Gulia,   
    • 0 replies
    • 798 views

  4. Cycle 3 - Document Restatements

    By msmith,
    • 2 replies
    • 775 views

  5. Relius/Sungard QNEC/QMAC Forfeiture Amendment

    By nancy,
    • 0 replies
    • 771 views

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

    By Inquiring Mind,
    • 1 reply
    • 769 views

  7. IRS 6 year cycle history...

    By Basically,
    • 2 replies
    • 755 views

  8. Document provider

    By J Simmons,
    • 1 reply
    • 748 views

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

    By TPApril,
    • 3 replies
    • 746 views

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

    By Rayofsunshine,
    • 1 reply
    • 738 views

  11. Retroactive Amendment

    By msmith,
    • 0 replies
    • 738 views

  12. Amending Safe Harbor before Plan Year

    By Kat B,
    • 1 reply
    • 736 views

  13. Post PPA restatements

    By thepensionmaven,
    • 1 reply
    • 735 views

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

    By Peter Gulia,
    • 2 replies
    • 724 views

  15. Submit PPA 5307 g

    By pgold,
    • 0 replies
    • 715 views

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

    By Cobras59,
    • 2 replies
    • 712 views

  17. Merging 401(k) & MP Plans

    By TPApril,
    • 2 replies
    • 705 views

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

    By David Olive,
    • 1 reply
    • 691 views

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

    By R and R,
    • 0 replies
    • 650 views

  20. IRS Form 5307

    By Belgarath,
    • 0 replies
    • 642 views

  21. Document correction

    By Cynchbeast,
    • 2 replies
    • 639 views

  22. Money Purchase Plan

    By nancy,
    • 1 reply
    • 624 views

  23. Restatement Date for Terminated Plans

    By Belgarath,
    • 0 replies
    • 618 views

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

    By AlbanyConsultant,
    • 0 replies
    • 597 views

  25. Divorced 12/2020

    By Art Blancia,
    • 4 replies
    • 579 views

  26. Required Amendments for individually drafted plan

    By Belgarath,
    • 0 replies
    • 472 views

  27. qualified plan loan offset amendment - timing

    By AlbanyConsultant,
    • 3 replies
    • 461 views
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