Plan Document Amendments

777 topics in this forum

1. Can Determination Letter be challenged on audit?

   By Flyboyjohn, June 10, 2014
   • 9 replies
   • 1.5k views
   • 
   • masteff
   • June 11, 2014

2. EGTRRA Restatement Individually Designed Plan

   By Guest ebailey, December 16, 2009
   • 9 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • December 19, 2009

3. Amending a frozen MPP plan to allow for in service dist?

   By kwalified, December 9, 2011
   • 9 replies
   • 2.1k views
   • 
   • Belgarath
   • February 8, 2012

4. PS with NRA 60, but has Pension Assets

   By Belgarath, March 13, 2015
   • 9 replies
   • 1.9k views
   • 
   • My 2 cents
   • March 18, 2015

5. Filing deadline for individually designed plan

   By Belgarath, June 11, 2009
   • 9 replies
   • 2.7k views
   • 
   • John Feldt ERPA CPC QPA
   • June 16, 2009

6. Signature on Board Resolution instead of Plan Adoption Agreement

   By Jerry Erisa, March 26, 2015
   • 8 replies
   • 4.5k views
   • 
   • Bird
   • April 6, 2015

7. Safe Harbor Plan 401(k) Plan - Amend to Change Sponsor Address

   By MarZDoates, May 27, 2014
   • 8 replies
   • 4k views
   • 
   • jpod
   • May 29, 2014

8. Jeopardizing Prototype Status

   By Randy Watson, July 7, 2011
   • 8 replies
   • 3.1k views
   • 
   • ETA Consulting LLC
   • July 18, 2011

9. Document Restatement

   By jala, May 4, 2010
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • September 23, 2010

10. Determination Application - Letter 1014

    By Guest ljsc, March 26, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2007

11. Adoption Of 94GAR Table

    By Guest merlin, October 15, 2002
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 2002

12. EGTRRA Restatements

    By Scuba 401, December 10, 2009
    • 8 replies
    • 2.5k views
    • 
    • Scuba 401
    • December 21, 2009

13. EGTRRA Amendments

    By MarZDoates, March 11, 2002
    • 8 replies
    • 2k views
    • 
    • BFree
    • March 20, 2002

14. 11(g) Amendment

    By Lame Duck, February 27, 2014   

    • Adding non-safe harbor alloca
    • 8 replies
    • 7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 10, 2014

15. Inward rollovers TO a qualified plan by

    By Jerry Erisa, February 25, 2015
    • 8 replies
    • 1.7k views
    • 
    • Appleby
    • March 3, 2015

16. Any Accudraft Users Out There?

    By Tinman, March 12, 2008
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2008

17. Missed cycle A deadline - now what?

    By Guest skresq, October 4, 2007
    • 8 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • January 14, 2008

18. Foregoing GUST restatement for terminating plans -- what are the sanct

    By Guest Robin Vatalaro, January 14, 2002
    • 8 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • February 11, 2002

19. Elimination of In-service Withdrawals

    By Guest lforesz, April 3, 2002
    • 7 replies
    • 7.6k views
    • 
    • Guest
    • May 6, 2002

20. What do you choose as a plan’s restatement date?

    By Peter Gulia, June 30, 2022   

    • restatement
    • 7 replies
    • 2.9k views
    • 
    • Peter Gulia
    • July 4, 2022

21. GUST determination letter application must be filed by February 28, 20

    By Guest 91smithie, February 5, 2002
    • 7 replies
    • 2.3k views
    • 
    • Moe Howard
    • February 12, 2002

22. Changes required by IRS

    By Guest Kathleen Meagher, November 14, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2002

23. EGTRRA restatement date for Individually designed DB

    By Belgarath, November 17, 2011
    • 7 replies
    • 2.5k views
    • 
    • Kevin C
    • November 18, 2011

24. GUST restatement date

    By Guest Big Show, October 9, 2002
    • 7 replies
    • 3.4k views
    • 
    • maverick
    • October 21, 2002

25. Retroactive participation agreement

    By hunter001, February 27, 2020
    • 7 replies
    • 2.3k views
    • 
    • JackS
    • February 27, 2020

26. Why should a prototype file for a DL?

    By Guest newbie2, February 2, 2010
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • March 4, 2010

27. Takeover plans & plan documents

    By chuTzPA, February 8, 2017
    • 7 replies
    • 1.8k views
    • 
    • Bri
    • December 26, 2017

28. Duty to Collect Amendment from Relius/Sunguard

    By Guest FourOone, August 12, 2011
    • 7 replies
    • 2.7k views
    • 
    • DMcGovern
    • August 24, 2011

29. Relius Documents - Non-Standard Vesting

    By austin3515, February 20, 2013
    • 7 replies
    • 2.3k views
    • 
    • GMK
    • February 21, 2013

30. Initial Determination Letter After Two Decades

    By Guest stella, February 8, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 19, 2002

31. how "material" for an SMM?

    By AlbanyConsultant, June 22, 2007
    • 7 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2007

32. 0% Money Purchase Plans

    By Sully, August 18, 2011
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 19, 2011

33. FIS/Relius IDP VS document users and adding Roth for 2024

    By Rayofsunshine, June 28, 2023
    • 7 replies
    • 1.7k views
    • 
    • Lou S.
    • July 6, 2023

34. Restatement of a DB Prototype Plan

    By flosfur, March 24, 2003
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 27, 2003

35. controlled group/affiliated service group

    By Guest mcw, August 12, 2003
    • 7 replies
    • 4.9k views
    • 
    • Guest
    • January 30, 2008

36. Still VS?

    By Guest dbvail, August 29, 2007
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 4, 2007

37. EGTRRA aendment, restate for GUST, new EGTRRA amendment?

    By Guest JPAdmin, February 12, 2002
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 24, 2002

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

    By Peter Gulia, January 13, 2022
    • 7 replies
    • 1.6k views
    • 
    • CuseFan
    • January 19, 2022

39. Retroative Non-GUST Amendments on GUST Prototype Restatement?

    By Guest T-BONE, May 7, 2002
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 8, 2002

40. Employment Agreement as Plan Amendment

    By BTG, October 12, 2020
    • 7 replies
    • 1.7k views
    • 
    • Larry Gagnon
    • October 15, 2020

41. Final 401(k)/(m) amendments

    By MarZDoates, August 4, 2006
    • 7 replies
    • 6k views
    • 
    • jpod
    • September 8, 2006

42. RMD Final Reg Amendment

    By nancy, January 11, 2004
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • October 4, 2004

43. Amendment for PS

    By jmartin, January 13, 2015
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

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

    By Peter Gulia, November 17, 2021   

    • minimum distribution; required beginning date
    • 7 replies
    • 1.3k views
    • 
    • Peter Gulia
    • November 20, 2021

45. Merging and Restating Plans

    By Guest merlin, October 25, 2001
    • 6 replies
    • 4.9k views
    • 
    • Guest
    • November 15, 2001

46. 2008 Interim Amendments

    By Guest Grumpy456, December 17, 2008
    • 6 replies
    • 2.1k views
    • 
    • D Syrett
    • December 21, 2008

47. Should we amend the plan to allow immediate entry

    By pam@bbm, February 25, 2016
    • 6 replies
    • 2k views
    • 
    • ESOP Guy
    • February 26, 2016

48. New Contribution Limits and State Taxes

    By Christine Roberts, December 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • Dave Baker
    • December 18, 2001

49. Amendment with No Resolution

    By Dougsbpc, July 19, 2012
    • 6 replies
    • 5.8k views
    • 
    • mbozek
    • July 23, 2012

50. Where is a recordkeeper “located”?

    By Peter Gulia, August 29
    • 6 replies
    • 4.3k views
    • 
    • Peter Gulia
    • September 4