Plan Document Amendments

777 topics in this forum

1. Agent's Amendment Requests

   By Guest hussac, February 20, 2002
   • 5 replies
   • 1.7k views
   • 
   • mbozek
   • February 20, 2002

2. aggregating plans to determine top heavy post EGTRRA

   By Guest Boilerburm, March 18, 2002
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2002

3. Allocation of MP/PS combination plan assets to new GUST paired plan

   By Guest dgoldie, August 29, 2002
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • August 29, 2002

4. Amend eligibility

   By rlb64, November 5, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 5, 2009

5. Amend from current year testing to prior year

   By Richard Anderson, April 17, 2010
   • 3 replies
   • 2.2k views
   • 
   • Bird
   • April 23, 2010

6. Amend Normal Retirement Age From 55 to 62

   By Guest notapensiongeek, June 26, 2009
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • June 26, 2009

7. Amend plan to change trustee retroactively?

   By Lori H, October 13, 2016
   • 2 replies
   • 2.9k views
   • 
   • Lou S.
   • October 13, 2016

8. Amend Plan to fully vest former owner of split company?

   By pensionreview, October 31, 2016
   • 4 replies
   • 1k views
   • 
   • Mike Preston
   • November 16, 2016

9. Amend Profit Sharing formula & remove accrual requirements

   By Mel_1999, April 26, 2017
   • 4 replies
   • 1.4k views
   • 
   • Mel_1999
   • April 27, 2017

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

    By AmyETPA, April 1, 2022
    • 3 replies
    • 840 views
    • 
    • Bob the Swimmer
    • April 5, 2022

11. Amend vesting

    By Guest JPIngold, December 17, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2010

12. Amended out of a prototype from the "get go"-still entitled

    By KJohnson, November 2, 2001
    • 3 replies
    • 2k views
    • 
    • Alf
    • January 14, 2002

13. 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

14. Amending a restated GUST and EGTRRA document

    By bzorc, November 9, 2004
    • 0 replies
    • 1.4k views
    • 
    • bzorc
    • November 9, 2004

15. Amending a Safe Harbor Plan

    By KateSmithPA, October 26, 2010
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • October 27, 2010

16. Amending a terminated plan

    By Blinky the 3-eyed Fish, April 29, 2003
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • May 1, 2003

17. Amending and Restating Safe Harbor plan into PPA document

    By TPAnnie, June 30, 2014
    • 3 replies
    • 3.9k views
    • 
    • Kevin C
    • July 1, 2014

18. Amending another's Plan Doc on same platform

    By TPApril, November 27, 2023
    • 12 replies
    • 1.8k views
    • 
    • TPApril
    • November 30, 2023

19. Amending discretionary ps formula

    By MarZDoates, September 11, 2015
    • 5 replies
    • 1.3k views
    • 
    • MarZDoates
    • September 11, 2015

20. Amending Plan Allocation on Discretionary Contributions

    By kevind2010, January 31, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 1, 2012

21. Amending Plan for Non-Spouse Rollover

    By PJ2009, March 27, 2009
    • 2 replies
    • 1.2k views
    • 
    • PJ2009
    • June 9, 2009

22. Amending Safe Harbor before Plan Year

    By Kat B, December 17, 2021
    • 1 reply
    • 733 views
    • 
    • Bird
    • December 17, 2021

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

    By R and R, August 24, 2021
    • 0 replies
    • 648 views
    • 
    • R and R
    • August 24, 2021

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

    By TPApril, November 28, 2021
    • 3 replies
    • 745 views
    • 
    • BG5150
    • December 1, 2021

25. Amending to remove 401(k) safe harbor mid-year

    By Belgarath, May 26, 2009
    • 9 replies
    • 2.9k views
    • 
    • Belgarath
    • May 27, 2009

26. Amendment Adding Automatic Enrollment

    By Guest kmvr, August 28, 2012
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 29, 2012

27. Amendment Adoption by E-Mail

    By Guest shaul, April 10, 2012
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • April 11, 2012

28. Amendment Deadlines

    By Guest Mardi Gras, November 29, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 29, 2006

29. Amendment for catch-up contributions

    By Guest key123, November 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 22, 2011

30. Amendment for PS

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

31. Amendment to accelerate vesting for one group

    By Spencer, May 27, 2010
    • 2 replies
    • 1.4k views
    • 
    • Spencer
    • May 28, 2010

32. amendment to allow for in service distribution

    By thepensionmaven, May 18, 2009
    • 0 replies
    • 1.5k views
    • 
    • thepensionmaven
    • May 18, 2009

33. Amendment to Change Vesting. Which schedule does a new participant follow?

    By jkharvey, May 10, 2022
    • 3 replies
    • 1.5k views
    • 
    • acm_acm
    • May 12, 2022

34. Amendment to Discretionary Match / Notification to Employees

    By TPA Bob, March 6, 2017
    • 2 replies
    • 1.2k views
    • 
    • TPA Bob
    • March 7, 2017

35. Amendment to QACA Plan

    By 52626, May 29, 2014
    • 3 replies
    • 1.5k views
    • 
    • 52626
    • May 30, 2014

36. Amendment to Remove Participants?

    By ERISA1, August 22, 2008
    • 10 replies
    • 2.5k views
    • 
    • Laura Harrington
    • August 27, 2008

37. Amendment with No Resolution

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

38. amendments correcting certain disqualifying provisions

    By k man, November 26, 2003
    • 1 reply
    • 2.6k views
    • 
    • Mike Preston
    • December 1, 2003

39. Amendments for Corbel volume submitter with adoption agreement

    By Jim Chad, August 13, 2008
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 14, 2008

40. Amendments to frozen plan

    By Guest Penelope, November 1, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 23, 2010

41. Amendments to Prototypes

    By Guest mkelly, February 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • February 22, 2002

42. Anticutback violation?

    By Guest RONNIE WASEL, June 10, 2003
    • 4 replies
    • 1.8k views
    • 
    • chris
    • July 8, 2003

43. Any Accudraft Users Out There?

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

44. anyone ever "cured" a defective 204(h) notice?

    By Gudgergirl, October 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Gudgergirl
    • October 8, 2010

45. Application for Determination - Collectively Bargained Plans

    By Guest t936, May 15, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 15, 2002

46. applying for determination letter

    By Chippy, November 14, 2014
    • 2 replies
    • 1.5k views
    • 
    • Chippy
    • November 14, 2014

47. Are we restating too quickly

    By Santo Gold, September 28, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • October 5, 2007

48. Are you adopting the 415 amendment by 12/31/2008

    By jkharvey, December 21, 2007
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2008

49. Attack of the alien plan document

    By Guest Hilarion, February 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • February 19, 2002

50. Automatic enrollment amendment

    By Guest JackPoint, May 22, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 25, 2008