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Plan Document Amendments

778 topics in this forum

  1. Minor Modifications - Traditional DB plan

    By pb5350,   
    • 0 replies
    • 833 views

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

    By Peter Gulia,   
    • 1 reply
    • 823 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
    • 813 views

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

    By Inquiring Mind,
    • 1 reply
    • 803 views

  5. IRS 6 year cycle history...

    By Basically,
    • 2 replies
    • 802 views

  6. Relius/Sungard QNEC/QMAC Forfeiture Amendment

    By nancy,
    • 0 replies
    • 793 views

  7. Cycle 3 - Document Restatements

    By msmith,
    • 2 replies
    • 792 views

  8. Document provider

    By J Simmons,
    • 1 reply
    • 786 views

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

    By Rayofsunshine,
    • 1 reply
    • 785 views

  10. Retroactive Amendment

    By msmith,
    • 0 replies
    • 782 views

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

    By TPApril,
    • 3 replies
    • 780 views

  12. Amending Safe Harbor before Plan Year

    By Kat B,
    • 1 reply
    • 777 views

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

    By Peter Gulia,
    • 2 replies
    • 761 views

  14. Post PPA restatements

    By thepensionmaven,
    • 1 reply
    • 751 views

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

    By David Olive,
    • 1 reply
    • 750 views

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

    By Cobras59,
    • 2 replies
    • 734 views

  17. Submit PPA 5307 g

    By pgold,
    • 0 replies
    • 731 views

  18. Merging 401(k) & MP Plans

    By TPApril,
    • 2 replies
    • 729 views

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

    By ACK,
    • 3 replies
    • 708 views

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

    By R and R,
    • 0 replies
    • 689 views

  21. IRS Form 5307

    By Belgarath,
    • 0 replies
    • 660 views

  22. Document correction

    By Cynchbeast,
    • 2 replies
    • 648 views

  23. Money Purchase Plan

    By nancy,
    • 1 reply
    • 647 views

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

    By AlbanyConsultant,
    • 0 replies
    • 643 views

  25. Restatement Date for Terminated Plans

    By Belgarath,
    • 0 replies
    • 641 views

  26. Divorced 12/2020

    By Art Blancia,
    • 4 replies
    • 609 views

  27. qualified plan loan offset amendment - timing

    By AlbanyConsultant,
    • 3 replies
    • 486 views

  28. Required Amendments for individually drafted plan

    By Belgarath,
    • 0 replies
    • 484 views
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