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Plan Document Amendments

780 topics in this forum

  1. Plan Amendment to Exclude Highly Compensated Employees

    By David Olive,
    • 11 replies
    • 1.8k views

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

    By Peter Gulia,
    • 2 replies
    • 909 views

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

    By Peter Gulia,
    • 6 replies
    • 1.3k views

  4. cares act and compensation definition

    By Beemer,
    • 0 replies
    • 947 views

  5. Post PPA restatements

    By thepensionmaven,
    • 1 reply
    • 848 views

  6. SMM timing--ridiculous?

    By BG5150,
    • 4 replies
    • 1.5k views

  7. Required Amendments for individually drafted plan

    By Belgarath,
    • 0 replies
    • 556 views

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

    By RCK13,   
    • 2 replies
    • 1.1k views

  9. qualified plan loan offset amendment - timing

    By AlbanyConsultant,
    • 3 replies
    • 588 views

  10. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia,   
    • 2 replies
    • 1.2k views

  11. Cycle 3 Document is Delayed

    By Renee H,
    • 10 replies
    • 1.6k views

  12. Dual Plan Provisions, need experts advice

    By stephen20,
    • 5 replies
    • 1.2k views

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

    By Cobras59,
    • 2 replies
    • 854 views

  14. Restatement Date for Terminated Plans

    By Belgarath,
    • 0 replies
    • 726 views

  15. Does outgoing trustee sign trustee change amendment?

    By TPApril,
    • 5 replies
    • 1.6k views

  16. Cycle 3 - Document Restatements

    By msmith,
    • 2 replies
    • 895 views

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

    By Flyboyjohn,
    • 3 replies
    • 1.2k views

  18. Merging 401(k) & MP Plans

    By TPApril,
    • 2 replies
    • 839 views

  19. IRS Form 5307

    By Belgarath,
    • 0 replies
    • 740 views

  20. Employment Agreement as Plan Amendment

    By BTG,
    • 7 replies
    • 2.3k views

  21. Abandoned Profit Sharing Plan

    By Barry K,
    • 2 replies
    • 1.6k views

  22. Individually designed CB plan without a FDL

    By pensionlaf,
    • 3 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 6 replies
    • 1k views

  24. Retroactive participation agreement

    By hunter001,
    • 7 replies
    • 2.5k views

  25. Abandoned Prototype Plan

    By ASmithCPA,
    • 3 replies
    • 1.4k views

  26. Receipt for SPD

    By thepensionmaven,
    • 11 replies
    • 1.8k views

  27. Protected Benefits

    By Lauren0507,
    • 3 replies
    • 1.7k views

  28. deadline for Money Purchase Pension contribution change

    By M Norton,
    • 1 reply
    • 957 views

  29. Minor Modifications - Traditional DB plan

    By pb5350,   
    • 0 replies
    • 928 views

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

    By TPApril,
    • 15 replies
    • 3.3k views

  31. Adding an arbitration provision?

    By Peter Gulia,   
    • 5 replies
    • 1.2k views

  32. Cash Balance - PPA Restatements

    By msmith,
    • 3 replies
    • 1.8k views

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

    By Peter Gulia,   
    • 1 reply
    • 928 views

  34. Final Cycle A - Execution Deadline

    By JustMe,
    • 2 replies
    • 1.5k views

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

    By erisa parrot,
    • 3 replies
    • 1.3k views

  36. Match Added Mid-Year - Compensation Question

    By Francisco,
    • 2 replies
    • 1k views

  37. Retroactive Amendment after Restatement

    By C. B. Zeller,
    • 2 replies
    • 1.8k views

  38. change of Plan Sponsor

    By Chippy,
    • 5 replies
    • 1.2k views

  39. Implementation of New Hardship Rules

    By jennintenn,
    • 2 replies
    • 1.4k views

  40. adding partipating ER to 401k SH plan

    By doombuggy,   
    • 4 replies
    • 1.3k views

  41. Early Inclusion Amendment - Adoption Date

    By msmith,
    • 4 replies
    • 1.3k views
    • ACK
    • ACK

  42. Pension Plan Freeze

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

  43. PPA Restatement for FT William Document

    By jkharvey,
    • 9 replies
    • 2k views

  44. 1000 Hour Accrual Requirement

    By JackS,   
    • 6 replies
    • 1.6k views

  45. to amend or not to amend for disability determination

    By TPApril,
    • 3 replies
    • 1.1k views

  46. operational failure

    By doombuggy,
    • 1 reply
    • 1.1k views

  47. hand-written amendment

    By WCC,
    • 11 replies
    • 3.1k views

  48. Plan Amendment to use Forfeitures to fund SH Contributions

    By 401_noob,
    • 13 replies
    • 2.2k views

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

    By LKSmoke,
    • 4 replies
    • 1.2k views

  50. QDRO

    By Madmac,
    • 6 replies
    • 1.9k views
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