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Plan Document Amendments

767 topics in this forum

  1. Backdating Plan Amendments

    By Ananda,
    • 10 replies
    • 1k views

  2. Amending Safe Harbor before Plan Year

    By Kat B,
    • 1 reply
    • 320 views

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

    By TPApril,
    • 3 replies
    • 334 views

  4. IRS 6 year cycle history...

    By Basically,
    • 2 replies
    • 294 views

  5. Does your client’s plan still require a minimum distribution after age 70½ (not 72)?

    By Peter Gulia,   
    • 7 replies
    • 785 views

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

    By AlbanyConsultant,
    • 0 replies
    • 229 views

  7. Cycle 3 deadline.... Date Confused

    By Basically,
    • 2 replies
    • 826 views

  8. Changing eligibility requirements in regard to IRC 411(d)(6)

    By TMcfall,
    • 3 replies
    • 388 views

  9. VS definition of compensation

    By WCC,
    • 5 replies
    • 526 views

  10. Can I add an adopting employer after year end?

    By Jakyasar,
    • 20 replies
    • 1.7k views

  11. Distribution options

    By Chippy,
    • 14 replies
    • 949 views

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

    By R and R,
    • 0 replies
    • 217 views

  13. Plan Amendment to Exclude Highly Compensated Employees

    By David Olive,
    • 11 replies
    • 522 views

  14. IRS Form 5307

    By Belgarath,
    • 1 reply
    • 361 views

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

    By Peter Gulia,
    • 2 replies
    • 280 views

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

    By Peter Gulia,
    • 6 replies
    • 475 views

  17. cares act and compensation definition

    By Beemer,
    • 0 replies
    • 231 views

  18. Post PPA restatements

    By thepensionmaven,
    • 1 reply
    • 387 views

  19. SMM timing--ridiculous?

    By BG5150,
    • 4 replies
    • 582 views

  20. Required Amendments for individually drafted plan

    By Belgarath,
    • 0 replies
    • 247 views

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

    By RCK13,   
    • 2 replies
    • 388 views

  22. qualified plan loan offset amendment - timing

    By AlbanyConsultant,
    • 3 replies
    • 236 views

  23. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia,   
    • 2 replies
    • 713 views

  24. Cycle 3 Document is Delayed

    By Renee H,
    • 10 replies
    • 634 views

  25. Dual Plan Provisions, need experts advice

    By stephen20,
    • 5 replies
    • 616 views
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