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Plan Document Amendments

778 topics in this forum

  1. Is this choice-of-law provision now common?

    By Peter Gulia,
    • 6 replies
    • 1.2k views

  2. cares act and compensation definition

    By Beemer,
    • 0 replies
    • 912 views

  3. Post PPA restatements

    By thepensionmaven,
    • 1 reply
    • 803 views

  4. SMM timing--ridiculous?

    By BG5150,
    • 4 replies
    • 1.4k views

  5. Required Amendments for individually drafted plan

    By Belgarath,
    • 0 replies
    • 522 views

  6. Qualified Disaster Distributions (QDD's)-- What proof does an employer need?

    By RCK13,   
    • 2 replies
    • 1.1k views

  7. qualified plan loan offset amendment - timing

    By AlbanyConsultant,
    • 3 replies
    • 538 views

  8. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia,   
    • 2 replies
    • 1.2k views

  9. Cycle 3 Document is Delayed

    By Renee H,
    • 10 replies
    • 1.5k views

  10. Dual Plan Provisions, need experts advice

    By stephen20,
    • 5 replies
    • 1.2k views

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

    By Cobras59,
    • 2 replies
    • 804 views

  12. Restatement Date for Terminated Plans

    By Belgarath,
    • 0 replies
    • 684 views

  13. Does outgoing trustee sign trustee change amendment?

    By TPApril,
    • 5 replies
    • 1.5k views

  14. Cycle 3 - Document Restatements

    By msmith,
    • 2 replies
    • 848 views

  15. Retro amendment to add last day rule on discretionary match

    By Flyboyjohn,
    • 3 replies
    • 1.1k views

  16. Merging 401(k) & MP Plans

    By TPApril,
    • 2 replies
    • 790 views

  17. IRS Form 5307

    By Belgarath,
    • 0 replies
    • 706 views

  18. Employment Agreement as Plan Amendment

    By BTG,
    • 7 replies
    • 2.1k views

  19. Abandoned Profit Sharing Plan

    By Barry K,
    • 2 replies
    • 1.6k views

  20. Individually designed CB plan without a FDL

    By pensionlaf,
    • 3 replies
    • 1.1k views

  21. Can a retirement plan’s sponsor adopt disaster and emergency provisions in advance?

    By Peter Gulia,   
    • 6 replies
    • 985 views

  22. Retroactive participation agreement

    By hunter001,
    • 7 replies
    • 2.4k views

  23. Abandoned Prototype Plan

    By ASmithCPA,
    • 3 replies
    • 1.4k views

  24. Receipt for SPD

    By thepensionmaven,
    • 11 replies
    • 1.7k views

  25. Protected Benefits

    By Lauren0507,
    • 3 replies
    • 1.6k views

  26. deadline for Money Purchase Pension contribution change

    By M Norton,
    • 1 reply
    • 911 views

  27. Minor Modifications - Traditional DB plan

    By pb5350,   
    • 0 replies
    • 895 views

  28. H/S amendment for plan doc by other provider/vendor

    By TPApril,
    • 15 replies
    • 3.1k views

  29. Adding an arbitration provision?

    By Peter Gulia,   
    • 5 replies
    • 1.1k views

  30. Cash Balance - PPA Restatements

    By msmith,
    • 3 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 1 reply
    • 895 views

  32. Final Cycle A - Execution Deadline

    By JustMe,
    • 2 replies
    • 1.4k views

  33. SH Matching Plan - Am I allowed to amend during year to add more generous eligibility?

    By erisa parrot,
    • 3 replies
    • 1.2k views

  34. Match Added Mid-Year - Compensation Question

    By Francisco,
    • 2 replies
    • 1k views

  35. Retroactive Amendment after Restatement

    By C. B. Zeller,
    • 2 replies
    • 1.7k views

  36. change of Plan Sponsor

    By Chippy,
    • 5 replies
    • 1.2k views

  37. Implementation of New Hardship Rules

    By jennintenn,
    • 2 replies
    • 1.4k views

  38. adding partipating ER to 401k SH plan

    By doombuggy,   
    • 4 replies
    • 1.3k views

  39. Early Inclusion Amendment - Adoption Date

    By msmith,
    • 4 replies
    • 1.2k views
    • ACK
    • ACK

  40. Pension Plan Freeze

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 1.4k views

  41. PPA Restatement for FT William Document

    By jkharvey,
    • 9 replies
    • 1.9k views

  42. 1000 Hour Accrual Requirement

    By JackS,   
    • 6 replies
    • 1.6k views

  43. to amend or not to amend for disability determination

    By TPApril,
    • 3 replies
    • 1.1k views

  44. operational failure

    By doombuggy,
    • 1 reply
    • 1k views

  45. hand-written amendment

    By WCC,
    • 11 replies
    • 3k views

  46. Plan Amendment to use Forfeitures to fund SH Contributions

    By 401_noob,
    • 13 replies
    • 2.2k views

  47. Mid-Year SH Change from Elapsed Time to 1000 Hours

    By LKSmoke,
    • 4 replies
    • 1.1k views

  48. QDRO

    By Madmac,
    • 6 replies
    • 1.8k views

  49. Takeover plans & plan documents

    By chuTzPA,
    • 7 replies
    • 1.9k views
    • Bri
    • Bri

  50. restatement to change plan year end

    By M Norton,   
    • 4 replies
    • 939 views
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