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Plan Document Amendments

773 topics in this forum

  1. Prototype documents and each participant being their own allocation group.

    By 01123,
    • 2 replies
    • 541 views

  2. Which plan document does Ascensus use?

    By Peter Gulia,
    • 4 replies
    • 567 views

  3. Amend to allow in-service for age 45 + 10 YOP

    By AmyETPA,
    • 3 replies
    • 480 views

  4. Trustee Documents on Cycle 3 restatements

    By mattmc82,
    • 2 replies
    • 737 views

  5. PPA Restatement for Individually Designed Plan

    By bzorc,
    • 2 replies
    • 727 views

  6. Is there a vendor with a Hacienda-preapproved document to tax-qualify for Puerto Rico?

    By Peter Gulia,
    • 7 replies
    • 1.1k views

  7. Backdating Plan Amendments

    By Ananda,
    • 10 replies
    • 1.4k views

  8. Amending Safe Harbor before Plan Year

    By Kat B,
    • 1 reply
    • 431 views

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

    By TPApril,
    • 3 replies
    • 463 views

  10. IRS 6 year cycle history...

    By Basically,
    • 2 replies
    • 419 views

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

    By Peter Gulia,   
    • 7 replies
    • 905 views

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

    By AlbanyConsultant,
    • 0 replies
    • 307 views

  13. Cycle 3 deadline.... Date Confused

    By Basically,
    • 2 replies
    • 916 views

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

    By TMcfall,
    • 3 replies
    • 475 views

  15. VS definition of compensation

    By WCC,
    • 5 replies
    • 902 views

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

    By Jakyasar,
    • 20 replies
    • 2.5k views

  17. Distribution options

    By Chippy,
    • 14 replies
    • 1.3k views

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

    By R and R,
    • 0 replies
    • 296 views

  19. Plan Amendment to Exclude Highly Compensated Employees

    By David Olive,
    • 11 replies
    • 816 views

  20. IRS Form 5307

    By Belgarath,
    • 1 reply
    • 446 views

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

    By Peter Gulia,
    • 2 replies
    • 371 views

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

    By Peter Gulia,
    • 6 replies
    • 642 views

  23. cares act and compensation definition

    By Beemer,
    • 0 replies
    • 615 views

  24. Post PPA restatements

    By thepensionmaven,
    • 1 reply
    • 484 views

  25. SMM timing--ridiculous?

    By BG5150,
    • 4 replies
    • 860 views
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